Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SWKXX (The Charles Schwab Family of Funds - Schwab California Municipal Money Fund) | 0.73% | 2.18% | NA | NA | NA | NA | NA | 2.82% |
Data as of 07/03/2025, AR inception is 04/13/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWKXX (The Charles Schwab Family of Funds - Schwab California Municipal Money Fund) | 04/13/2023 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.18 | NA | NA | NA | NA | NA | 2.82 | 0.73 | 2.25 | 2.11 |
| Sharpe Ratio | NA | -1.63 | NA | NA | NA | NA | NA | -1.35 | -3.00 | -6.18 | -1.09 |
| Standard Deviation(%) | NA | 0.65 | NA | NA | NA | NA | NA | 0.74 | 0.52 | 0.70 | 0.81 |
| Draw Down(%) | NA | 0.00 | NA | NA | NA | NA | NA | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.16 | 1.86 | 1.11 | 0.56 | 0.37 | 0.28 | 2.79 | 0.73 | 2.74 | 2.10 |
Data as of 07/03/2025, AR inception is 04/13/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWKXX (The Charles Schwab Family of Funds - Schwab California Municipal 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 |
|---|---|---|---|---|
| SWKXX (The Charles Schwab Family of Funds - Schwab California Municipal Money Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart