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SNSXX vs. SWPPX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between SNSXX and SWPPX is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.0
Correlation: 0.0

Performance

SNSXX vs. SWPPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab U.S. Treasury Money Fund (SNSXX) and Schwab S&P 500 Index Fund (SWPPX). The values are adjusted to include any dividend payments, if applicable.

0.00%100.00%200.00%300.00%400.00%500.00%600.00%NovemberDecember2025FebruaryMarchApril
15.00%
557.60%
SNSXX
SWPPX

Key characteristics

Sharpe Ratio

SNSXX:

3.39

SWPPX:

0.54

Ulcer Index

SNSXX:

0.00%

SWPPX:

4.59%

Daily Std Dev

SNSXX:

1.22%

SWPPX:

19.43%

Max Drawdown

SNSXX:

0.00%

SWPPX:

-55.06%

Current Drawdown

SNSXX:

0.00%

SWPPX:

-9.80%

Returns By Period

In the year-to-date period, SNSXX achieves a 0.66% return, which is significantly higher than SWPPX's -5.63% return. Over the past 10 years, SNSXX has underperformed SWPPX with an annualized return of 1.41%, while SWPPX has yielded a comparatively higher 11.87% annualized return.


SNSXX

YTD

0.66%

1M

0.00%

6M

1.62%

1Y

4.17%

5Y*

2.31%

10Y*

1.41%

SWPPX

YTD

-5.63%

1M

-0.85%

6M

-4.45%

1Y

9.85%

5Y*

15.25%

10Y*

11.87%

*Annualized

Compare stocks, funds, or ETFs

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SNSXX vs. SWPPX - Expense Ratio Comparison


Expense ratio chart for SWPPX: current value is 0.02%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
SWPPX: 0.02%

Risk-Adjusted Performance

SNSXX vs. SWPPX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SNSXX

SWPPX
The Risk-Adjusted Performance Rank of SWPPX is 6363
Overall Rank
The Sharpe Ratio Rank of SWPPX is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of SWPPX is 6161
Sortino Ratio Rank
The Omega Ratio Rank of SWPPX is 6363
Omega Ratio Rank
The Calmar Ratio Rank of SWPPX is 6969
Calmar Ratio Rank
The Martin Ratio Rank of SWPPX is 6363
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SNSXX vs. SWPPX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Treasury Money Fund (SNSXX) and Schwab S&P 500 Index Fund (SWPPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The chart of Sharpe ratio for SNSXX, currently valued at 3.39, compared to the broader market-1.000.001.002.003.00
SNSXX: 3.39
SWPPX: 0.58

The current SNSXX Sharpe Ratio is 3.39, which is higher than the SWPPX Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of SNSXX and SWPPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
3.39
0.58
SNSXX
SWPPX

Dividends

SNSXX vs. SWPPX - Dividend Comparison

SNSXX's dividend yield for the trailing twelve months is around 4.08%, more than SWPPX's 1.30% yield.


TTM20242023202220212020201920182017201620152014
SNSXX
Schwab U.S. Treasury Money Fund
4.08%4.86%4.61%1.28%0.02%0.27%1.47%0.78%0.00%0.00%0.00%0.00%
SWPPX
Schwab S&P 500 Index Fund
1.30%1.23%1.43%1.67%1.27%1.81%1.95%2.67%1.79%2.55%3.17%1.80%

Drawdowns

SNSXX vs. SWPPX - Drawdown Comparison

The maximum SNSXX drawdown since its inception was 0.00%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for SNSXX and SWPPX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril0
-9.80%
SNSXX
SWPPX

Volatility

SNSXX vs. SWPPX - Volatility Comparison

The current volatility for Schwab U.S. Treasury Money Fund (SNSXX) is 0.00%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 14.19%. This indicates that SNSXX experiences smaller price fluctuations and is considered to be less risky than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril0
14.19%
SNSXX
SWPPX