SWYXX | The Charles Schwab Family of Funds - Schwab New York Municipal Money Fund

Overview

7-Day Yield

3.5704%

Total Assets

1.057 B

Money Market Type

SingleState

Class

Retail

The Charles Schwab Family of Funds - Schwab New York Municipal Money Fund started on 04/29/1996

The Charles Schwab Family of Funds - Schwab New York Municipal Money Fund is classified as asset class Money Market

The Charles Schwab Family of Funds - Schwab New York Municipal Money Fund expense ratio is -

The Charles Schwab Family of Funds - Schwab New York Municipal Money Fund rating is

(18%)

Interests

The Charles Schwab Family of Funds - Schwab New York Municipal Money Fund (SWYXX) Dividend Info

The Charles Schwab Family of Funds - Schwab New York Municipal Money Fund (SWYXX) dividend growth in the last 12 months is -50.32%

The trailing 12-month yield of The Charles Schwab Family of Funds - Schwab New York Municipal Money Fund is 1.54%. its dividend history:

Pay Date	Cash Amount
Oct 15, 2024	$0.0023
Sep 16, 2024	$0.0027
Aug 15, 2024	$0.0025
Jul 15, 2024	$0.0024
Jun 17, 2024	$0.0028
May 15, 2024	$0.0027
Apr 15, 2024	$0.0026
Mar 15, 2024	$0.0026
Feb 15, 2024	$0.0025
Jan 16, 2024	$0.0009
Dec 29, 2023	$0.0042
Nov 15, 2023	$0.0028
Oct 16, 2023	$0.0027
Sep 15, 2023	$0.003
Aug 15, 2023	$0.0024
Jul 17, 2023	$0.0027
Jun 15, 2023	$0.0024
May 15, 2023	$0.0022
Apr 17, 2023	$0.0027
Mar 15, 2023	$0.0021
Feb 15, 2023	$0.0017
Jan 17, 2023	$0.0011
Dec 30, 2022	$0.0031
Nov 15, 2022	$0.0016
Oct 17, 2022	$0.0016
Sep 15, 2022	$0.0011
Aug 15, 2022	$0.0008
Jul 15, 2022	$0.0005
Jun 15, 2022	$0.0004
May 16, 2022	$0.0002
Apr 18, 2022	$0.0001
Mar 15, 2022	$0
Nov 15, 2021	$0
Oct 15, 2021	$0
Sep 15, 2021	$0
Aug 16, 2021	$0
Jul 15, 2021	$0
Jun 15, 2021	$0
May 17, 2021	$0
Apr 15, 2021	$0
Mar 15, 2021	$0
Feb 16, 2021	$0
Dec 31, 2020	$0.0001
Nov 16, 2020	$0
Oct 15, 2020	$0
Sep 15, 2020	$0
Aug 17, 2020	$0
Jul 15, 2020	$0
Jun 16, 2020	$0
May 15, 2020	$0.0001
Apr 15, 2020	$0.0016
Mar 16, 2020	$0.0007
Feb 18, 2020	$0.0006
Jan 15, 2020	$0.0003
Dec 31, 2019	$0.0012
Nov 15, 2019	$0.0008
Oct 15, 2019	$0.0009
Sep 16, 2019	$0.0009
Aug 15, 2019	$0.0009
Jul 15, 2019	$0.001
Apr 15, 2019	$0.001
Mar 15, 2019	$0.001
Feb 15, 2019	$0.0011
Jan 15, 2019	$0.0005
Dec 31, 2018	$0.0018
Nov 20, 2018	$0.0004
Nov 15, 2018	$0.0011
Oct 15, 2018	$0.001
Sep 17, 2018	$0.0011
Aug 15, 2018	$0.0007
Jul 16, 2018	$0.0008
Jun 15, 2018	$0.0008
May 15, 2018	$0.0011
Apr 16, 2018	$0.001
Mar 15, 2018	$0.0006
Feb 15, 2018	$0.0007
Jan 16, 2018	$0.0005
Dec 29, 2017	$0.0001
Nov 15, 2017	$0.0005
Oct 16, 2017	$0.0005
Sep 15, 2017	$0.0004
Aug 15, 2017	$0.0003
Dec 30, 2016	$0
Dec 31, 2015	$0.0002
Dec 31, 2014	$0.0001
Dec 31, 2012	$0.0001
Dec 30, 2011	$0.0001
Dec 31, 2010	$0.0003
Dec 31, 2009	$0.0002

Dividend Growth History for The Charles Schwab Family of Funds - Schwab New York Municipal Money Fund (SWYXX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2024
2024	$0.024	2.40%	-20.00%	-
2023	$0.03	3.00%	219.15%	-20.00%
2022	$0.0094	0.94%	-	59.79%
2021	$0	0.00%	-100.00%	-
2020	$0.0034	0.34%	-63.44%	63.00%
2019	$0.0093	0.93%	-19.83%	20.88%
2018	$0.0116	1.16%	544.44%	12.88%
2017	$0.0018	0.18%	-	44.78%
2016	$0	0.00%	-100.00%	-
2015	$0.0002	0.02%	100.00%	70.22%
2014	$0.0001	0.01%	-	72.99%
2012	$0.0001	0.01%	0.00%	57.89%
2011	$0.0001	0.01%	-66.67%	52.44%
2010	$0.0003	0.03%	50.00%	36.75%
2009	$0.0002	0.02%	-	37.60%

Dividend Growth Chart for The Charles Schwab Family of Funds - Schwab New York Municipal Money Fund (SWYXX)

The Charles Schwab Family of Funds - Schwab New York Municipal Money Fund (SWYXX) Dividend Calculator

Fund or Stock Symbol

Time Interval

Amount (or Shares)

$

Total Dividend Accrued

$ 1,460.00

Annualized Dividend Yield

10.68 %

Return

The Charles Schwab Family of Funds - Schwab New York Municipal Money Fund (SWYXX) Historical Returns And Risk Info

From 04/29/1996 to 04/25/2025, the compound annualized total return (dividend reinvested) of The Charles Schwab Family of Funds - Schwab New York Municipal Money Fund (SWYXX) is 0.314%. Its cumulative total return (dividend reinvested) is 9.453%.

The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 04/29/1996.

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Inception
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	-5.72%	10.78%	10.28%	15.64%	11.99%	12.63%	10.12%	9.88%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	0.45%	9.37%	5.99%	7.75%	5.66%	6.51%	5.96%	6.88%

	Ticker/Portfolio	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	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980	1979
Annualized Return (%)	VFINX (VANGUA...R SHARES)	7.12	10.78	10.28	15.64	11.99	12.63	10.12	9.88	-5.72	24.84	26.12	-18.24	28.53	18.74	31.33	-4.55	21.66	11.83	1.23	13.52	32.17	15.82	1.96	14.91	26.52	-37.02	5.39	15.64	4.77	10.74	28.50	-22.17	-12.03	-9.05	21.08	28.62	33.18	22.87	37.45	1.18	10.15	8.24	32.05	-3.33	28.37	14.92	3.97	9.30	22.60	3.67	17.07	19.25	-8.55	27.89	-2.07
Annualized Return (%)	VSMGX (VANGUA...R SHARES)	3.69	9.37	5.99	7.75	5.66	6.51	5.96	6.88	0.45	10.28	15.51	-16.01	10.08	13.59	19.30	-6.28	14.86	7.09	-2.21	6.38	14.73	9.78	0.12	13.14	20.35	-26.49	7.21	13.30	5.68	11.76	22.40	-10.34	-4.78	1.27	14.09	21.59	17.90	10.77	26.58	2.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Sharpe Ratio	VFINX (VANGUA...R SHARES)	NA	0.23	0.32	0.74	0.56	NA	NA	0.44	-0.70	1.44	1.69	-0.81	2.17	0.53	2.40	-0.34	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.15	1.24	0.25	0.88	1.63	-0.90	-0.68	-0.59	0.98	1.24	1.62	1.63	4.33	-0.18	0.91	0.58	1.92	-0.53	1.73	0.60	0.00	0.31	1.49	-0.24	0.80	0.65	-1.27	1.19	-3.84
Sharpe Ratio	VSMGX (VANGUA...R SHARES)	NA	0.29	0.15	0.51	0.38	NA	NA	0.49	-0.10	0.48	1.37	-1.22	1.32	0.70	2.78	-0.86	3.76	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.41	1.36	0.50	1.49	2.09	-0.75	-0.58	-0.23	1.08	1.57	1.57	0.93	4.20	4.63	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	VFINX (VANGUA...R SHARES)	NA	19.39	18.60	17.94	18.44	NA	NA	18.12	28.69	12.67	13.09	24.19	13.11	34.69	12.48	17.11	6.68	13.11	15.51	11.39	11.07	12.74	23.36	18.07	27.22	40.99	16.02	10.04	10.29	11.10	17.04	25.96	21.55	22.20	18.17	20.48	18.21	11.77	7.77	9.92	8.83	9.93	14.69	16.06	13.09	17.07	33.80	16.55	11.67	12.80	13.62	18.09	14.61	16.53	23.80
Standard Deviation(%)	VSMGX (VANGUA...R SHARES)	NA	10.43	10.86	10.39	10.40	NA	NA	11.50	14.60	7.69	8.26	14.34	7.62	19.08	6.43	8.81	3.80	8.31	8.51	6.28	6.80	7.99	14.68	11.10	18.01	27.95	10.37	7.43	6.96	7.25	10.38	15.37	12.42	12.30	10.07	11.65	9.10	7.74	5.41	15.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Draw Down(%)	VFINX (VANGUA...R SHARES)	NA	18.76	18.76	24.59	33.83	NA	NA	55.25	18.76	8.45	9.97	24.59	5.14	33.83	6.63	19.40	2.60	10.29	12.05	7.30	5.59	9.60	18.71	15.66	27.17	47.73	9.88	7.47	7.01	7.47	13.79	33.02	29.18	16.55	11.81	19.20	10.79	7.45	2.50	8.48	4.84	5.63	5.57	19.19	7.35	7.24	33.08	11.63	7.51	10.58	7.02	13.21	15.61	16.03	2.40
Draw Down(%)	VSMGX (VANGUA...R SHARES)	NA	9.62	13.24	22.29	22.43	NA	NA	41.18	9.62	4.17	8.15	21.74	3.53	22.43	3.12	11.47	1.14	6.20	8.34	4.70	5.67	6.27	12.90	8.64	19.61	36.81	6.11	6.13	4.74	5.89	8.91	20.06	17.93	8.77	6.26	11.99	6.02	4.75	1.82	1.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Yield(%)	VFINX (VANGUA...R SHARES)	0.00	1.38	1.52	2.23	2.65	3.89	3.57	16.23	0.31	1.41	1.69	1.26	1.48	2.12	2.28	1.81	2.00	2.14	1.97	1.96	2.19	2.30	1.92	1.88	2.45	1.88	1.91	1.83	1.79	1.91	1.71	1.28	1.08	0.97	2.11	1.93	2.77	2.64	3.14	3.13	3.83	3.10	5.86	3.71	4.46	4.31	2.79	3.90	4.71	4.49	5.04	5.34	4.64	5.79	0.00
Yield(%)	VSMGX (VANGUA...R SHARES)	0.00	7.29	4.63	4.94	3.82	4.20	4.12	7.09	0.00	7.43	4.45	2.18	4.11	3.77	2.85	2.41	2.40	2.34	2.10	2.20	2.14	2.47	2.22	2.38	2.79	2.66	3.04	2.89	2.53	3.74	2.48	2.67	2.88	6.36	5.93	7.27	3.78	3.63	3.65	2.91	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

Return Calculator for The Charles Schwab Family of Funds - Schwab New York Municipal Money Fund (SWYXX)

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