Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SNSXX (The Charles Schwab Family of Funds - Schwab U.S. Treasury Money Fund) | 1.32% | 3.54% | 3.93% | 2.37% | 1.43% | 0.95% | 0.71% | 0.55% |
Data as of 07/31/2025, AR inception is 04/05/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNSXX (The Charles Schwab Family of Funds - Schwab U.S. Treasury Money Fund) | 04/05/1999 | 07/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.54 | 3.93 | 2.37 | 1.43 | 0.95 | 0.71 | 0.55 | 1.32 | 3.58 | 4.73 | 1.29 | 0.02 | 0.27 | 1.48 | 0.78 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 0.33 | 0.47 | 0.30 | -0.01 | NA | NA | -1.98 | -0.79 | -2.57 | 0.36 | -0.16 | -0.07 | 0.27 | 0.16 | -1.69 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 1.10 | 1.19 | 0.93 | 0.69 | NA | NA | 0.43 | 0.87 | 1.17 | 1.35 | 0.59 | 0.01 | 0.15 | 0.46 | 0.32 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.47 | 3.99 | 2.41 | 1.46 | 0.97 | 0.73 | 0.56 | 1.32 | 4.85 | 4.62 | 1.27 | 0.01 | 0.26 | 1.46 | 0.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/31/2025, AR inception is 04/05/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNSXX (The Charles Schwab Family of Funds - Schwab U.S. Treasury Money Fund) |
0.00%
May 1999 - May 2002 |
0.00%
May 1999 - May 2004 |
0.00%
May 1999 - May 2009 |
0.00%
May 1999 - May 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNSXX (The Charles Schwab Family of Funds - Schwab U.S. Treasury Money Fund) |
3.96%
Apr 2022 - Apr 2025 |
2.37%
Apr 2020 - Apr 2025 |
1.43%
Apr 2015 - Apr 2025 |
0.95%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison Chart