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Income with Growth - Tax Aware Portfolio by Schwab
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Income with Growth - Tax Aware Portfolio by Schwab
Buy and Hold
CAGR
5.3%
Max DD
-14.0%
Sharpe
0.17

Allocations

Income with Growth - Tax Aware Portfolio by Schwab
US Aggregate Bond Index55%
Cash20%
US Large-Cap Blend9%
International Developed Equity8%
US Real Estate5%
US Small-Cap Blend2%
Broad Commodities1%

Growth of $10,000

All portfolios normalized to $10,000 starting in 1994.

Income with Growth - Tax Aware Portfolio by Schwab