Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SCOXX (Schwab Treasury Obligations Money Fund Ultra Shares) | 1.39% | 3.45% | NA | NA | NA | NA | NA | 4.80% |
Data as of 08/05/2025, AR inception is 04/17/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCOXX (Schwab Treasury Obligations Money Fund Ultra Shares) | 04/17/2023 | 08/05/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.45 | NA | NA | NA | NA | NA | 4.80 | 1.39 | 3.69 | 3.69 |
| Sharpe Ratio | NA | 0.24 | NA | NA | NA | NA | NA | 0.49 | -0.71 | -2.42 | 0.93 |
| Standard Deviation(%) | NA | 1.24 | NA | NA | NA | NA | NA | 1.33 | 0.90 | 1.20 | 1.51 |
| Draw Down(%) | NA | 0.00 | NA | NA | NA | NA | NA | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.96 | 3.59 | 2.15 | 1.08 | 0.72 | 0.54 | 5.39 | 1.38 | 5.36 | 4.03 |
Data as of 08/05/2025, AR inception is 04/17/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCOXX (Schwab Treasury Obligations Money Fund Ultra Shares) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCOXX (Schwab Treasury Obligations Money Fund Ultra Shares) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart