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Schwab Value Advantage Money Fund (SWVXX)
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Schwab Value Advantage Money Fund (SWVXX)

· Currency in USD · Last updated May 15, 2025

ISIN

US8085156052

Share Price Chart

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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Popular comparisons:
SWVXX vs. SGOV SWVXX vs. VMFXX SWVXX vs. SNSXX SWVXX vs. SPAXX SWVXX vs. BIL SWVXX vs. SWAGX SWVXX vs. SHV SWVXX vs. SCHI SWVXX vs. SPY SWVXX vs. BRASX
Popular comparisons:
SWVXX vs. SGOV SWVXX vs. VMFXX SWVXX vs. SNSXX SWVXX vs. SPAXX SWVXX vs. BIL SWVXX vs. SWAGX SWVXX vs. SHV SWVXX vs. SCHI SWVXX vs. SPY SWVXX vs. BRASX

Performance

Performance Chart

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Returns By Period

Schwab Value Advantage Money Fund (SWVXX) returned 1.03% year-to-date (YTD) and 4.64% over the past 12 months. Over the past 10 years, SWVXX returned 1.74% annually, underperforming the S&P 500 benchmark at 10.78%.

SWVXX

YTD

1.03%

1M

0.00%

6M

1.79%

1Y

4.64%

5Y*

2.55%

10Y*

1.74%

^GSPC (Benchmark)

YTD

0.19%

1M

9.00%

6M

-1.55%

1Y

12.31%

5Y*

15.59%

10Y*

10.78%

*Annualized

Monthly Returns

The table below presents the monthly returns of SWVXX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.37%0.32%0.33%0.00%0.00%1.03%
20240.22%0.42%0.44%0.42%0.42%0.47%0.39%0.44%0.44%0.59%0.39%0.37%5.14%
20230.18%0.35%0.36%0.42%0.36%0.42%0.44%0.41%0.48%0.41%0.44%0.67%5.04%
20220.01%0.00%0.00%0.01%0.02%0.05%0.11%0.15%0.19%0.25%0.26%0.52%1.58%
20210.00%0.00%0.00%0.00%0.01%0.00%0.00%0.00%0.00%0.01%0.00%0.00%0.02%
20200.06%0.14%0.10%0.07%0.03%0.01%0.01%0.01%0.00%0.00%0.00%0.01%0.44%
20190.08%0.22%0.17%0.18%0.00%0.00%0.20%0.17%0.18%0.14%0.16%0.18%1.70%
20180.05%0.11%0.11%0.14%0.13%0.16%0.14%0.16%0.16%0.15%0.17%0.29%1.79%
20170.00%0.05%0.05%0.06%0.06%0.00%0.07%0.07%0.08%0.07%0.08%0.14%0.74%
20160.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
20150.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
20140.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Schwab Value Advantage Money Fund (SWVXX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

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The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Schwab Value Advantage Money Fund Sharpe ratios as of May 15, 2025 (values are recalculated daily):

  • 1-Year: 3.55
  • 5-Year: 2.58
  • 10-Year: 2.32
  • All Time: 1.29

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Schwab Value Advantage Money Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.

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Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

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Worst Drawdowns

The table below displays the maximum drawdowns of the Schwab Value Advantage Money Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The portfolio has not yet recovered.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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