Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SNAXX (The Charles Schwab Family of Funds - Schwab Value Advantage Money Fund) | 1.42% | 3.15% | 4.09% | 2.50% | 1.71% | 1.13% | NA | 0.94% |
Data as of 08/04/2025, AR inception is 10/11/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNAXX (The Charles Schwab Family of Funds - Schwab Value Advantage Money Fund) | 10/11/2006 | 08/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.15 | 4.09 | 2.50 | 1.71 | 1.13 | NA | 0.94 | 1.42 | 3.80 | 5.20 | 1.69 | 0.03 | 0.53 | 1.81 | 1.95 | 0.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | -0.01 | 0.56 | 0.40 | 0.35 | NA | NA | -0.25 | -0.63 | -2.26 | 0.65 | 0.43 | 0.39 | 1.34 | 0.71 | 1.10 | -1.39 | -101.68 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 1.09 | 1.27 | 0.99 | 0.76 | NA | NA | 0.55 | 0.92 | 1.24 | 1.47 | 0.72 | 0.01 | 0.22 | 0.57 | 0.58 | 0.19 | 0.00 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.70 | 4.35 | 2.66 | 1.79 | 1.19 | 0.89 | 0.99 | 1.41 | 5.15 | 5.07 | 1.67 | 0.00 | 0.50 | 1.79 | 1.93 | 0.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/04/2025, AR inception is 10/11/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNAXX (The Charles Schwab Family of Funds - Schwab Value Advantage Money Fund) |
0.00%
Nov 2006 - Nov 2009 |
0.00%
Nov 2006 - Nov 2011 |
0.00%
Nov 2006 - Nov 2016 |
0.31%
Nov 2006 - Nov 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNAXX (The Charles Schwab Family of Funds - Schwab Value Advantage Money Fund) |
4.17%
Apr 2022 - Apr 2025 |
2.52%
Apr 2020 - Apr 2025 |
1.71%
Apr 2015 - Apr 2025 |
1.13%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison Chart