Sortino ratio is not yet available for SWVXX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.
How it compares to other similar mutual funds
The table compares Schwab Value Advantage Money Fund's Sortino Ratio with other mutual funds in the Money Market category across multiple time periods, showing how SWVXX's risk-adjusted performance compares to similar funds.
Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 4, 2026.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| VMRXX | Vanguard Cash Reserves Federal Money Market Fund Admiral Shares | — | |||
| SWVXX | Schwab Value Advantage Money Fund | — |
Historical Sortino Ratio
The chart shows SWVXX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.
Identify market cycles by observing when SWVXX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.
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