Schwab Value Advantage Money Fund (SWVXX)

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The chart shows the growth of an initial investment of $10,000 in Schwab Value Advantage Money Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Schwab Value Advantage Money Fund had a return of 4.30% year-to-date (YTD) and 5.01% in the last 12 months. Over the past 10 years, Schwab Value Advantage Money Fund had an annualized return of 1.55%, while the S&P 500 had an annualized return of 11.35%, indicating that Schwab Value Advantage Money Fund did not perform as well as the benchmark.

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.

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.

The current Schwab Value Advantage Money Fund Sharpe ratio is 3.48. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Schwab Value Advantage Money Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

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.

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.

The current Schwab Value Advantage Money Fund volatility is 0.38%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.