Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SCTXX (Schwab AMT Tax-Free Money Fund Ultra Shares) | 0.88% | 2.61% | 2.74% | NA | NA | NA | NA | 2.08% |
Data as of 07/03/2025, AR inception is 05/07/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCTXX (Schwab AMT Tax-Free Money Fund Ultra Shares) | 05/07/2021 | 07/03/2025 |
| 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 | 2.61 | 2.74 | NA | NA | NA | NA | 2.08 | 0.88 | 2.56 | 3.17 | 1.05 | 0.01 |
| Sharpe Ratio | NA | -0.82 | -0.73 | NA | NA | NA | NA | -0.64 | -1.99 | -5.02 | -1.19 | -0.77 | -4.52 |
| Standard Deviation(%) | NA | 0.77 | 0.81 | NA | NA | NA | NA | 0.70 | 0.63 | 0.80 | 0.91 | 0.43 | 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 | 2.57 | 2.70 | 1.64 | 0.82 | 0.55 | 0.41 | 2.05 | 0.87 | 3.18 | 3.12 | 1.03 | 0.00 |
Data as of 07/03/2025, 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 |
|---|---|---|---|---|
| SCTXX (Schwab AMT Tax-Free Money Fund Ultra Shares) |
1.90%
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 |
|---|---|---|---|---|
| SCTXX (Schwab AMT Tax-Free Money Fund Ultra Shares) |
2.77%
Apr 2022 - Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart