AFMCX vs. SWSSX
Compare and contrast key facts about Acuitas US Microcap Fund (AFMCX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
AFMCX is managed by Acuitas Investments. It was launched on Jul 18, 2014. SWSSX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 2000 Index. It was launched on May 19, 1997.
Performance
AFMCX vs. SWSSX - Performance Comparison
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AFMCX vs. SWSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AFMCX Acuitas US Microcap Fund | -1.58% | 13.54% | 8.32% | 17.41% | -19.11% | 29.20% | 14.07% | 21.89% | -13.26% | 10.32% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | -2.49% | 12.88% | 11.57% | 17.07% | -20.43% | 14.77% | 20.12% | 25.63% | -11.19% | 14.76% |
Returns By Period
In the year-to-date period, AFMCX achieves a -1.58% return, which is significantly higher than SWSSX's -2.49% return. Both investments have delivered pretty close results over the past 10 years, with AFMCX having a 9.56% annualized return and SWSSX not far behind at 9.50%.
AFMCX
- 1D
- -1.32%
- 1M
- -6.84%
- YTD
- -1.58%
- 6M
- 2.75%
- 1Y
- 31.40%
- 3Y*
- 11.08%
- 5Y*
- 3.53%
- 10Y*
- 9.56%
SWSSX
- 1D
- -1.45%
- 1M
- -8.18%
- YTD
- -2.49%
- 6M
- -0.36%
- 1Y
- 21.55%
- 3Y*
- 11.83%
- 5Y*
- 3.10%
- 10Y*
- 9.50%
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AFMCX vs. SWSSX - Expense Ratio Comparison
AFMCX has a 1.50% expense ratio, which is higher than SWSSX's 0.04% expense ratio.
Return for Risk
AFMCX vs. SWSSX — Risk / Return Rank
AFMCX
SWSSX
AFMCX vs. SWSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Acuitas US Microcap Fund (AFMCX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX). 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.
| AFMCX | SWSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.91 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.40 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.18 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.86 | 1.33 | +0.54 |
Martin ratioReturn relative to average drawdown | 6.64 | 5.02 | +1.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AFMCX | SWSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 0.91 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.14 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.40 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.33 | +0.05 |
Correlation
The correlation between AFMCX and SWSSX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AFMCX vs. SWSSX - Dividend Comparison
AFMCX's dividend yield for the trailing twelve months is around 4.82%, more than SWSSX's 1.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFMCX Acuitas US Microcap Fund | 4.82% | 4.74% | 3.18% | 0.00% | 6.40% | 8.34% | 0.00% | 0.10% | 28.38% | 3.58% | 0.92% | 6.58% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 1.32% | 1.29% | 1.66% | 1.49% | 1.32% | 8.88% | 2.55% | 6.12% | 10.45% | 5.22% | 4.10% | 6.92% |
Drawdowns
AFMCX vs. SWSSX - Drawdown Comparison
The maximum AFMCX drawdown since its inception was -51.65%, smaller than the maximum SWSSX drawdown of -60.34%. Use the drawdown chart below to compare losses from any high point for AFMCX and SWSSX.
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Drawdown Indicators
| AFMCX | SWSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.65% | -60.34% | +8.69% |
Max Drawdown (1Y)Largest decline over 1 year | -14.39% | -13.90% | -0.49% |
Max Drawdown (5Y)Largest decline over 5 years | -31.09% | -31.93% | +0.84% |
Max Drawdown (10Y)Largest decline over 10 years | -51.65% | -41.81% | -9.84% |
Current DrawdownCurrent decline from peak | -10.25% | -11.00% | +0.75% |
Average DrawdownAverage peak-to-trough decline | -10.29% | -10.78% | +0.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.04% | 3.68% | +0.36% |
Volatility
AFMCX vs. SWSSX - Volatility Comparison
Acuitas US Microcap Fund (AFMCX) has a higher volatility of 7.04% compared to Schwab Small-Cap Index Fund-Select Shares (SWSSX) at 6.59%. This indicates that AFMCX's price experiences larger fluctuations and is considered to be riskier than SWSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AFMCX | SWSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.04% | 6.59% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 15.77% | 14.12% | +1.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.32% | 23.11% | +2.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.54% | 22.57% | +0.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.87% | 24.03% | -0.16% |