APPLX vs. SWYJX
Compare and contrast key facts about Appleseed Fund (APPLX) and Schwab Target 2055 Index Fund (SWYJX).
APPLX is managed by Appleseed Fund. It was launched on Dec 7, 2006. SWYJX is managed by Schwab Funds. It was launched on Aug 24, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APPLX or SWYJX.
Performance
APPLX vs. SWYJX - Performance Comparison
Returns By Period
In the year-to-date period, APPLX achieves a 9.61% return, which is significantly lower than SWYJX's 16.95% return.
APPLX
9.61%
3.22%
5.41%
20.55%
5.03%
2.00%
SWYJX
16.95%
0.36%
9.50%
24.31%
10.36%
N/A
Key characteristics
| APPLX | SWYJX | |
|---|---|---|
| Sharpe Ratio | 1.65 | 2.22 |
| Sortino Ratio | 2.33 | 2.95 |
| Omega Ratio | 1.30 | 1.44 |
| Calmar Ratio | 0.79 | 3.41 |
| Martin Ratio | 8.77 | 14.82 |
| Ulcer Index | 2.34% | 1.66% |
| Daily Std Dev | 12.43% | 11.09% |
| Max Drawdown | -47.08% | -32.63% |
| Current Drawdown | -11.04% | -1.16% |
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APPLX vs. SWYJX - Expense Ratio Comparison
APPLX has a 1.14% expense ratio, which is higher than SWYJX's 0.04% expense ratio.
Correlation
The correlation between APPLX and SWYJX is 0.73, 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.
Risk-Adjusted Performance
APPLX vs. SWYJX - Risk-Adjusted Performance Comparison
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.
Dividends
APPLX vs. SWYJX - Dividend Comparison
APPLX's dividend yield for the trailing twelve months is around 1.79%, more than SWYJX's 1.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APPLX Appleseed Fund | 1.79% | 1.96% | 0.00% | 1.02% | 1.46% | 2.68% | 0.07% | 0.63% | 1.47% | 0.00% | 0.00% | 0.02% |
SWYJX Schwab Target 2055 Index Fund | 1.70% | 1.99% | 1.93% | 1.74% | 1.60% | 1.96% | 2.17% | 1.47% | 1.25% | 0.00% | 0.00% | 0.00% |
Drawdowns
APPLX vs. SWYJX - Drawdown Comparison
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.
Volatility
APPLX vs. SWYJX - Volatility Comparison
Appleseed Fund (APPLX) has a higher volatility of 3.94% compared to Schwab Target 2055 Index Fund (SWYJX) at 2.80%. This indicates that APPLX's price experiences larger fluctuations and is considered to be riskier than SWYJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.