APPLX vs. SWYJX

In the year-to-date period, APPLX achieves a 6.16% return, which is significantly higher than SWYJX's 5.24% return.

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APPLX has a 1.14% expense ratio, which is higher than SWYJX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Appleseed Fund (APPLX) and Schwab Target 2055 Index Fund (SWYJX). 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 APPLX Sharpe Ratio is 0.41, which is lower than the SWYJX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of APPLX and SWYJX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

APPLX's dividend yield for the trailing twelve months is around 5.70%, more than SWYJX's 1.89% yield.

The maximum APPLX drawdown since its inception was -47.08%, which is greater than SWYJX's maximum drawdown of -32.63%. Use the drawdown chart below to compare losses from any high point for APPLX and SWYJX. For additional features, visit the drawdowns tool.

The current volatility for Appleseed Fund (APPLX) is 3.14%, while Schwab Target 2055 Index Fund (SWYJX) has a volatility of 3.97%. This indicates that APPLX experiences smaller price fluctuations and is considered to be less risky than SWYJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.