Historical performance data for investments managed by this brokerage firm typically encompasses returns of mutual funds, exchange-traded funds (ETFs), separately managed accounts, and other investment vehicles. An example would be the documented growth of a specific Schwab-managed index fund over the past decade, including dividend reinvestments and accounting for expense ratios. This data is often presented with disclaimers emphasizing that past performance is not indicative of future results.
Accessing this type of historical data offers valuable insights for investors. It provides a basis for comparing the performance of various investment options and understanding how different asset classes have responded to market conditions over time. Evaluating long-term trends can help inform investment decisions and contribute to the development of a robust, well-diversified portfolio strategy. It is important to consider this information within the larger context of market cycles and economic conditions prevalent during the periods being examined.
