VMRXX vs. SWVXX

In the year-to-date period, VMRXX achieves a 0.69% return, which is significantly lower than SWVXX's 1.03% return. Both investments have delivered pretty close results over the past 10 years, with VMRXX having a 1.80% annualized return and SWVXX not far behind at 1.74%.

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This table presents a comparison of risk-adjusted performance metrics for Vanguard Cash Reserves Federal Money Market Fund Admiral Shares (VMRXX) and Schwab Value Advantage Money Fund (SWVXX). 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 current VMRXX Sharpe Ratio is 3.27, which is comparable to the SWVXX Sharpe Ratio of 3.55. The chart below compares the historical Sharpe Ratios of VMRXX and SWVXX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

The maximum VMRXX drawdown since its inception was 0.00%, which is greater than SWVXX's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for VMRXX and SWVXX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Cash Reserves Federal Money Market Fund Admiral Shares (VMRXX) is 0.00%, while Schwab Value Advantage Money Fund (SWVXX) has a volatility of 0.00%. This indicates that VMRXX experiences smaller price fluctuations and is considered to be less risky than SWVXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.