These are the 5 portfolios that I am able to view using the “Portfolio Performance” tab at Schwab. The algo behind this tab calculates the performance of a portfolio, regardless of contributions or withdrawals, buys or sells. Showing you the true performance of your portfolio including dividends. My “Tables & Charts” will differ from these…
Category: Performance
Intra Year Performance
Total return 6 Months Total return 3 Months Total return YTD
Long Term Performance
Total Return – Since June 2018 Total Return – 5 Year Total Return – 2 Year
Short Term Performance
Total return since 1/1/2024 Total return 1 Year Total return YTD