Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SCAXX (Schwab California Municipal Money Fund Ultra Shares) | 0.78% | 2.07% | 2.43% | NA | NA | NA | NA | 1.86% |
Data as of 08/01/2025, AR inception is 05/07/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCAXX (Schwab California Municipal Money Fund Ultra Shares) | 05/07/2021 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.07 | 2.43 | NA | NA | NA | NA | 1.86 | 0.78 | 2.37 | 2.73 | 1.01 | 0.01 |
| Sharpe Ratio | NA | -1.67 | -1.31 | NA | NA | NA | NA | -1.16 | -3.35 | -5.70 | -1.95 | -0.89 | -4.52 |
| Standard Deviation(%) | NA | 0.65 | 0.73 | NA | NA | NA | NA | 0.62 | 0.51 | 0.74 | 0.79 | 0.42 | 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 |
| Yield(%) | 0.00 | 2.04 | 2.40 | 1.47 | 0.74 | 0.49 | 0.37 | 1.84 | 0.77 | 2.89 | 2.69 | 1.00 | 0.00 |
Data as of 08/01/2025, AR inception is 05/07/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCAXX (Schwab California Municipal Money Fund Ultra Shares) |
1.71%
Jun 2021 - Jun 2024 |
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 |
|---|---|---|---|---|
| SCAXX (Schwab California Municipal Money Fund Ultra Shares) |
2.48%
Apr 2022 - Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart