Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SUTXX (Schwab U.S. Treasury Money Fund Ultra Shares) | 1.37% | 3.66% | 4.22% | NA | NA | NA | NA | 3.19% |
Data as of 08/04/2025, AR inception is 09/24/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUTXX (Schwab U.S. Treasury Money Fund Ultra Shares) | 09/24/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.66 | 4.22 | NA | NA | NA | NA | 3.19 | 1.37 | 4.14 | 4.89 | 1.40 | 0.02 | 0.00 |
| Sharpe Ratio | NA | 0.44 | 0.67 | NA | NA | NA | NA | 0.47 | -0.76 | -1.92 | 0.45 | 0.03 | -0.33 | -8.82 |
| Standard Deviation(%) | NA | 1.14 | 1.26 | NA | NA | NA | NA | 1.00 | 0.89 | 1.28 | 1.41 | 0.62 | 0.01 | 0.00 |
| Draw Down(%) | NA | 0.00 | 0.00 | NA | NA | NA | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.58 | 4.11 | 2.50 | 1.25 | 0.83 | 0.63 | 3.13 | 1.36 | 5.00 | 4.75 | 1.38 | 0.01 | 0.00 |
Data as of 08/04/2025, AR inception is 09/24/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUTXX (Schwab U.S. Treasury Money Fund Ultra Shares) |
1.71%
Oct 2020 - Oct 2023 |
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 |
|---|---|---|---|---|
| SUTXX (Schwab U.S. Treasury Money Fund Ultra Shares) |
4.27%
Apr 2022 - Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart