Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SWYXX (The Charles Schwab Family of Funds - Schwab New York Municipal Money Fund) | 0.84% | 2.23% | 2.59% | 1.57% | 1.05% | 0.70% | 0.53% | 0.36% |
Data as of 07/18/2025, AR inception is 04/29/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWYXX (The Charles Schwab Family of Funds - Schwab New York Municipal Money Fund) | 04/29/1996 | 07/18/2025 |
| 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 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.23 | 2.59 | 1.57 | 1.05 | 0.70 | 0.53 | 0.36 | 0.84 | 2.42 | 3.03 | 0.94 | 0.01 | 0.34 | 0.94 | 1.17 | 0.17 | 0.00 | 0.02 | 0.01 | 0.00 | 0.01 | 0.01 | 0.03 | 0.02 | 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 | -1.36 | -1.00 | -0.83 | -0.84 | NA | NA | -4.59 | -2.61 | -5.48 | -1.39 | -1.08 | -4.45 | 0.58 | -1.58 | -0.43 | -5.41 | -67.46 | -0.91 | -0.44 | 0.00 | -5.59 | -4.04 | -2.23 | -3.11 | 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 | 0.70 | 0.78 | 0.61 | 0.46 | NA | NA | 0.27 | 0.57 | 0.76 | 0.88 | 0.41 | 0.00 | 0.19 | 0.30 | 0.34 | 0.08 | 0.00 | 0.02 | 0.01 | NA | 0.01 | 0.01 | 0.03 | 0.02 | 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 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.21 | 2.56 | 1.56 | 1.04 | 0.70 | 0.52 | 0.36 | 0.84 | 3.02 | 3.00 | 0.94 | 0.00 | 0.34 | 0.93 | 1.16 | 0.17 | 0.00 | 0.01 | 0.01 | 0.00 | 0.01 | 0.01 | 0.03 | 0.02 | 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 07/18/2025, AR inception is 04/29/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWYXX (The Charles Schwab Family of Funds - Schwab New York Municipal Money Fund) |
0.00%
May 1996 - May 1999 |
0.00%
May 1996 - May 2001 |
0.00%
May 1996 - May 2006 |
0.00%
May 1996 - May 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWYXX (The Charles Schwab Family of Funds - Schwab New York Municipal Money Fund) |
2.62%
Apr 2022 - Apr 2025 |
1.57%
Apr 2020 - Apr 2025 |
1.05%
Apr 2015 - Apr 2025 |
0.70%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison Chart