Historic efficiency knowledge for investments managed by this brokerage agency sometimes encompasses returns of mutual funds, exchange-traded funds (ETFs), individually managed accounts, and different funding automobiles. An instance can be the documented development of a particular Schwab-managed index fund over the previous decade, together with dividend reinvestments and accounting for expense ratios. This knowledge is usually offered with disclaimers emphasizing that previous efficiency just isn’t indicative of future outcomes.
Accessing any such historic knowledge provides beneficial insights for traders. It offers a foundation for evaluating the efficiency of varied funding choices and understanding how completely different asset lessons have responded to market situations over time. Evaluating long-term developments might help inform funding choices and contribute to the event of a sturdy, well-diversified portfolio technique. It is very important think about this info throughout the bigger context of market cycles and financial situations prevalent in the course of the intervals being examined.
