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Schwab MarketTrack Growth Portfolio™
Schwab
| Benchmark | Quarter | Performance Report | Quarter | YTD | 1 Year | 3 Year | 5 Year |
|---|---|---|---|---|---|---|---|
|
|
Q1 2026 | N/A | -0.42% | -0.42% | 15.78% | 59.89% | 57.12% |
|
|
Q4 2025 | N/A | 3.04% | 20.14% | 20.14% | 71.81% | 69.31% |
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Q3 2025 | N/A | 7.37% | 16.59% | 20.79% | 82.41% | 82.49% |
|
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Q2 2025 | N/A | 5.09% | 8.59% | 17.81% | 56.11% | 79.69% |
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Q1 2025 | N/A | 3.33% | 3.33% | 17.72% | 27.34% | 85.55% |
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Q4 2024 | N/A | 3.60% | 20.52% | 20.52% | 12.56% | 49.98% |
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Q3 2024 | N/A | 4.72% | 16.33% | 25.83% | 15.79% | 54% |
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Q2 2024 | N/A | 5.01% | 11.09% | 15.47% | 14.05% | 50.69% |
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Q1 2024 | N/A | 5.79% | 5.79% | 17.32% | 15.28% | 49.85% |
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Q4 2023 | N/A | 8.16% | 18.66% | 18.66% | 16.94% | 55.22% |
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Q3 2023 | N/A | -3.90% | 9.71% | 20.02% | 20.07% | 26.23% |
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Q2 2023 | N/A | 6.69% | 14.16% | 14.76% | 32.09% | 36.38% |
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Q1 2023 | N/A | 7.00% | 7% | -7.8% | 34.36% | 30.56% |
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Q4 2022 | N/A | 9.40% | -21.29% | -21.29% | 4.87% | 21.13% |
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Q3 2022 | N/A | -8.11% | -28.05% | -23.33% | 1.98% | 15.43% |
|
|
Q2 2022 | N/A | -14.28% | -21.7% | -13.93% | 13.72% | 30.77% |
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Q1 2022 | N/A | -8.66% | -8.66% | 6.57% | 38.53% | 56.46% |
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Q4 2021 | N/A | 6.57% | 25.21% | 25.21% | 66.19% | 78.38% |
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Q3 2021 | N/A | 3.15% | 17.49% | 30.48% | 37.17% | 72.59% |
|
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Q2 2021 | N/A | 6.14% | 13.9% | 33.73% | 38.07% | 74.62% |
|
|
Q1 2021 | N/A | 7.31% | 7.31% | 36.73% | 32.87% | 68% |
|
|
Q4 2020 | N/A | 11.06% | 6.42% | 6.42% | 22.92% | 59% |
|
|
Q3 2020 | N/A | 5.72% | -4.18% | 1.93% | 15.38% | 48.61% |
|
|
Q2 2020 | N/A | 8.52% | -9.36% | -1.2% | 13.61% | 30.15% |
|
|
Q1 2020 | N/A | -16.48% | -16.48% | -4.93% | 7.37% | 19.91% |
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Q4 2019 | N/A | 6.38% | 24.73% | 24.73% | 33.88% | 46.73% |
|
|
Q3 2019 | N/A | 2.47% | 17.25% | 3.13% | 29.76% | 46.73% |
|
|
Q2 2019 | N/A | 4.42% | 14.42% | 4.5% | 32.16% | 46.73% |
|
|
Q1 2019 | N/A | 9.58% | 9.58% | 2.22% | 29.25% | 46.73% |
|
|
Q4 2018 | N/A | -12.04% | -7.4% | -7.4% | 19.79% | 46.73% |
|
|
Q3 2018 | N/A | 3.83% | 5.28% | 9.75% | 41.36% | 46.73% |
|
|
Q2 2018 | N/A | 2.14% | 1.39% | 10.04% | 26.06% | 46.73% |
|
|
Q1 2018 | N/A | -0.73% | -0.73% | 10.49% | 23.39% | 46.73% |
|
|
Q4 2017 | N/A | 4.25% | 15.91% | 15.91% | 27.03% | 46.73% |
|
|
Q3 2017 | N/A | 4.10% | 11.19% | 14.64% | 27.03% | 46.73% |
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Q2 2017 | N/A | 2.56% | 6.81% | 14.93% | 27.03% | 46.73% |
|
|
Q1 2017 | N/A | 4.14% | 4.14% | 14.44% | 27.03% | 46.73% |
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Q4 2016 | N/A | 3.11% | 11.6% | 11.6% | 27.03% | 46.73% |
|
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Q3 2016 | N/A | 4.36% | 8.23% | 12.35% | 27.03% | 46.73% |
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|
Q2 2016 | N/A | 2.12% | 3.71% | -0.32% | 27.03% | 46.73% |
|
|
Q1 2016 | N/A | 1.56% | 1.56% | -2.41% | 27.03% | 46.73% |
|
|
Q4 2015 | N/A | 3.80% | -1.8% | -1.8% | 27.03% | 46.73% |
|
|
Q3 2015 | N/A | -7.41% | -5.39% | -1.8% | 27.03% | 46.73% |
|
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Q2 2015 | N/A | -0.02% | 2.18% | -1.8% | 27.03% | 46.73% |
|
|
Q1 2015 | N/A | 2.20% | 2.2% | -1.8% | 27.03% | 46.73% |
| Average | Avg 2.37% | Avg 5.27% | Avg 9.44% | Avg 29.14% | Avg 49.70% |