Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVUXX (The Charles Schwab Family Of Funds – Schwab Variable Share Price Money Fund) | NA | 4.03% | 3.39% | 2.17% | NA | NA | NA | … | … |
Data as of 11/21/2024, Common starting date is 03/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVUXX (The Charles Schwab Family Of Funds – Schwab Variable Share Price Money Fund) | 03/03/2016 | 11/21/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.03 | 3.39 | 2.17 | NA | NA | NA | … | … | 3.30 | 5.24 | 1.67 | 0.03 | 0.50 | 1.80 | 1.93 | 0.37 | 0.00 |
| Sharpe Ratio | NA | 0.25 | 0.52 | 0.46 | NA | NA | NA | … | … | 0.01 | 1.07 | 0.35 | 0.02 | 1.16 | 0.58 | 0.97 | -1.55 | 0.00 |
| Standard Deviation(%) | NA | 1.36 | 1.17 | 0.92 | NA | NA | NA | … | … | 1.24 | 1.49 | 0.71 | 0.01 | 0.22 | 0.57 | 0.57 | 0.19 | NA |
| Draw Down(%) | NA | 0.05 | 0.05 | 0.05 | NA | NA | NA | … | … | 0.05 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.97 | 3.33 | 2.13 | 1.45 | 0.97 | 0.73 | … | … | 3.27 | 5.06 | 1.65 | 0.00 | 0.48 | 1.77 | 1.92 | 0.37 | 0.00 |
Data as of 11/21/2024, Common starting date is 03/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVUXX (The Charles Schwab Family Of Funds – Schwab Variable Share Price Money Fund) |
0.55%
Apr 2019 – Apr 2022 |
0.92%
Apr 2016 – Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVUXX (The Charles Schwab Family Of Funds – Schwab Variable Share Price Money Fund) |
3.41%
Aug 2021 – Aug 2024 |
2.28%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart