▲ 0 r/Schwab
Intelligent portfolios performance
Would anyone venture to provide annual return figures for these? Obviously don't want personal account balance figures, just changes.
Ideal would be a set and forget account, one initial deposit (none subsequent), no withdrawals. Or as close to that as you can come (estimated % withdrawal, etc.).
Schwab's pages give current year and a couple multi-year averages. I want to know portfolio declines in specific years to compare with, say SPY (one deposit, no subsequent deposits or withdrawals)
FWIW, here is how I asked Grok for general market performance (SPY, QQQ, IWM; no robo account):
https://grok.com/share/c2hhcmQtNA_98e69223-b249-4b8c-9082-787db592d575
u/QuestionThings2 — 3 days ago