Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SNVXX (Schwab Government Money Fund) | NA | 2.93% | 3.35% | 2.00% | NA | NA | NA | … | … |
Data as of 04/10/2025, Common starting date is 01/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNVXX (Schwab Government Money Fund) | 01/02/2018 | 04/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.93 | 3.35 | 2.00 | NA | NA | NA | … | … | 0.00 | 4.02 | 4.83 | 1.23 | 0.00 | 0.29 | 1.53 | 1.25 |
| Sharpe Ratio | NA | -0.42 | 0.15 | 0.08 | NA | NA | NA | … | … | 0.00 | 0.32 | 0.85 | -0.23 | 0.00 | 0.31 | 0.12 | -0.31 |
| Standard Deviation(%) | NA | 1.10 | 1.21 | 1.12 | NA | NA | NA | … | … | NA | 1.25 | 1.39 | 0.86 | NA | 0.21 | 0.49 | 0.39 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 4.67 | 3.88 | 2.34 | 1.47 | 0.98 | 0.73 | … | … | 0.84 | 4.88 | 4.69 | 1.23 | 0.00 | 0.29 | 1.50 | 1.25 |
Data as of 04/10/2025, Common starting date is 01/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNVXX (Schwab Government Money Fund) |
0.96%
Apr 2019 – Apr 2022 |
2.27%
Jun 2019 – Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNVXX (Schwab Government Money Fund) |
3.35%
Oct 2021 – Oct 2024 |
2.51%
Oct 2019 – Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
