Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SNVXX (Schwab Government Money Fund) | 0.00% | 2.93% | 3.35% | 2.00% | NA | NA | NA | 1.87% |
Data as of 04/10/2025, AR inception is 01/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNVXX (Schwab Government Money Fund) | 01/02/2018 | 04/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.93 | 3.35 | 2.00 | NA | NA | NA | 1.87 | 0.00 | 4.02 | 4.83 | 1.23 | 0.00 | 0.29 | 1.53 | 1.25 |
| Sharpe Ratio | NA | -0.42 | 0.15 | 0.08 | NA | NA | NA | 0.07 | 0.00 | 0.32 | 0.85 | -0.23 | 0.00 | 0.31 | 0.12 | -0.31 |
| Standard Deviation(%) | NA | 1.10 | 1.21 | 1.12 | NA | NA | NA | 0.90 | NA | 1.25 | 1.39 | 0.86 | NA | 0.21 | 0.49 | 0.39 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | NA | NA | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.90 | 3.29 | 1.98 | 1.29 | 0.86 | 0.65 | 1.85 | 0.00 | 3.96 | 4.69 | 1.23 | 0.00 | 0.29 | 1.50 | 1.25 |
Data as of 04/10/2025, AR inception is 01/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNVXX (Schwab Government Money Fund) |
0.96%
Apr 2019 - Apr 2022 |
2.27%
Jun 2019 - Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNVXX (Schwab Government Money Fund) |
3.35%
Oct 2021 - Oct 2024 |
2.51%
Oct 2019 - Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart