Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SNOXX (Charles Schwab Family of Funds - Schwab Treasury Obligations Money Fund) | 1.34% | 3.55% | NA | NA | NA | NA | NA | 4.97% |
Data as of 08/06/2025, AR inception is 04/13/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNOXX (Charles Schwab Family of Funds - Schwab Treasury Obligations Money Fund) | 04/13/2023 | 08/06/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.55 | NA | NA | NA | NA | NA | 4.97 | 1.34 | 3.58 | 4.00 |
| Sharpe Ratio | NA | 0.35 | NA | NA | NA | NA | NA | 0.62 | -0.84 | -2.58 | 1.18 |
| Standard Deviation(%) | NA | 1.10 | NA | NA | NA | NA | NA | 1.28 | 0.87 | 1.17 | 1.52 |
| Draw Down(%) | NA | 0.00 | NA | NA | NA | NA | NA | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.47 | 3.36 | 2.02 | 1.01 | 0.67 | 0.50 | 5.04 | 1.32 | 4.84 | 3.92 |
Data as of 08/06/2025, AR inception is 04/13/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNOXX (Charles Schwab Family of Funds - Schwab Treasury Obligations Money Fund) |
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 |
|---|---|---|---|---|
| SNOXX (Charles Schwab Family of Funds - Schwab Treasury Obligations Money Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart