verifiedCurated Strategy
· 29 yr backtestBuy and Hold

Conservative Income Portfolio by Schwab

Real CAGR3.9%
Max Drawdown-11.3%
Sharpe Ratio-0.19

The Conservative Income Portfolio is one of Charles Schwab's model portfolios, designed for investors whose primary goal is capital preservation and steady income rather than long-term growth. With the vast majority of assets allocated to fixed income and a small allocation to real estate, it sits at the most conservative end of Schwab's published allocation range.

Investment Philosophy

The portfolio reflects the view that some investors have neither the time horizon nor the risk tolerance to endure significant drawdowns. By anchoring the portfolio in diversified bond exposure across maturities, credit qualities, and geographies, it prioritizes income and stability over growth. There are no tactical shifts or timing signals -- this is a static, passive allocation.

Who It's For

Best suited to retirees and near-retirees in the capital-preservation phase who need reliable income and cannot absorb large drawdowns. Investors still accumulating wealth will almost certainly find the long-run real return insufficient to meet retirement goals.

Pros

  • Exceptionally low volatility compared to equity-heavy portfolios
  • Strong historical performance during equity bear markets
  • Meaningful income yield from diversified bond exposure
  • Simple, passive implementation requiring only annual rebalancing

Cons

  • Very low long-run real return after inflation
  • Vulnerable to prolonged rising-rate environments
  • Will significantly underperform equities during bull markets
  • Not appropriate for investors with long time horizons who need growth

Technical Notes

A companion Conservative Income Tax-Aware Portfolio substitutes municipal bonds for taxable bonds, making it more suitable for investors in higher tax brackets.

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Target Allocation

Static
US Aggregate Bond Index(AGG)40%
Cash(BIL)25%
Inflation-Protected Bond(TIP)18%
High Yield Corporate Bond(HYG)7%
US Real Estate(VNQ)5%
Global Bond Index(BNDX)5%

Performance Snapshot

trending_upReal CAGR
3.91%
balanceSharpe Ratio
-0.190
trending_downMax Drawdown
-11.28%
show_chartSortino Ratio
-0.030
arrow_upwardBest Year
+11.4%
arrow_downwardWorst Year
-9.8%
update10-Year CAGR
2.48%
warningUlcer Index
2.33
analyticsUlcer Perf. Index
-0.250
account_balanceGFC CAGR
+3.3%
computerDot-com CAGR
+7.6%
syncTrade Frequency
Static
shieldRisk Level
1/5 — Conservative
calendar_monthMin. Timeline
3 years
historyBacktest Period
29 years

Rolling Returns

PeriodLowAverageHigh
1 Year-10.4%+3.9%+14.5%
3 Year-2.1%+3.7%+8.4%
5 Year+0.8%+3.7%+6.5%
10 Year+1.5%+3.7%+5.8%
Compare to:

Growth of $10,000

Conservative Income Portfolio by Schwab
Sharpe Ratio-0.19
Best Year+11.4%
Worst Year-9.8%
Final Value$30,792

Historical Drawdown

Percentage decline from the portfolio's peak value at each point in time.

Rolling Returns

Annualised return for each rolling period ending on that date.

Annualised return for each 1Y period ending on that date.

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