Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SWWXX (The Charles Schwab Family of Funds - Schwab AMT Tax-Free Money Fund) | 0.83% | 2.23% | NA | NA | NA | NA | NA | 3.10% |
Data as of 07/25/2025, AR inception is 04/13/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWWXX (The Charles Schwab Family of Funds - Schwab AMT Tax-Free Money Fund) | 04/13/2023 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.23 | NA | NA | NA | NA | NA | 3.10 | 0.83 | 2.19 | 2.53 |
| Sharpe Ratio | NA | -1.37 | NA | NA | NA | NA | NA | -0.97 | -2.69 | -6.08 | -0.30 |
| Standard Deviation(%) | NA | 0.70 | NA | NA | NA | NA | NA | 0.82 | 0.56 | 0.73 | 0.97 |
| Draw Down(%) | NA | 0.00 | NA | NA | NA | NA | NA | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.21 | 2.12 | 1.27 | 0.64 | 0.42 | 0.32 | 3.18 | 0.83 | 3.03 | 2.50 |
Data as of 07/25/2025, 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 |
|---|---|---|---|---|
| SWWXX (The Charles Schwab Family of Funds - Schwab AMT Tax-Free 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 |
|---|---|---|---|---|
| SWWXX (The Charles Schwab Family of Funds - Schwab AMT Tax-Free Money Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart