Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SWGXX (Schwab Government Money Fund) | 1.47% | 2.71% | NA | NA | NA | NA | NA | 4.27% |
Data as of 08/06/2025, AR inception is 04/17/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWGXX (Schwab Government Money Fund) | 04/17/2023 | 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 | 2.71 | NA | NA | NA | NA | NA | 4.27 | 1.47 | 3.52 | 3.50 |
| Sharpe Ratio | NA | -0.47 | NA | NA | NA | NA | NA | 0.16 | -0.56 | -2.67 | 0.78 |
| Standard Deviation(%) | NA | 0.96 | NA | NA | NA | NA | NA | 1.19 | 0.88 | 1.15 | 1.45 |
| Draw Down(%) | NA | 0.00 | NA | NA | NA | NA | NA | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.59 | 3.36 | 2.01 | 1.01 | 0.67 | 0.50 | 5.04 | 1.46 | 4.78 | 3.83 |
Data as of 08/06/2025, AR inception is 04/17/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWGXX (Schwab Government 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 |
|---|---|---|---|---|
| SWGXX (Schwab Government Money Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart