Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGUXX (Schwab Government Money Fund Ultra Shares) | 0.00% | 0.00% | 3.18% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 04/17/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGUXX (Schwab Government Money Fund Ultra Shares) | 04/17/2023 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 3.18 | NA | NA | NA | NA | … | … | 0.00 | 1.57 | 3.70 | 3.68 |
| Sharpe Ratio | NA | 0.00 | -0.06 | NA | NA | NA | NA | … | … | 0.00 | -1.82 | -2.40 | 0.92 |
| Standard Deviation(%) | NA | 0.35 | 1.15 | NA | NA | NA | NA | … | … | 0.00 | 0.72 | 1.21 | 1.51 |
| Draw Down(%) | NA | 0.00 | 0.00 | NA | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 3.27 | 2.12 | 1.06 | 0.71 | 0.53 | … | … | 0.00 | 1.55 | 5.02 | 4.01 |
Data as of 06/09/2026, Common starting date is 04/17/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGUXX (Schwab Government Money Fund Ultra Shares) |
3.18%
May 2023 – May 2026 |
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 |
|---|---|---|---|---|
| SGUXX (Schwab Government Money Fund Ultra Shares) |
3.18%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart