AUERX vs. SWSSX
Compare and contrast key facts about Auer Growth Fund (AUERX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
AUERX is managed by Auer. It was launched on Dec 28, 2007. 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
AUERX vs. SWSSX - Performance Comparison
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AUERX vs. SWSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AUERX Auer Growth Fund | 3.01% | 30.10% | 11.12% | 21.42% | 9.95% | 45.11% | -1.85% | 27.96% | -25.63% | 28.75% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 0.90% | 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, AUERX achieves a 3.01% return, which is significantly higher than SWSSX's 0.90% return. Over the past 10 years, AUERX has outperformed SWSSX with an annualized return of 14.73%, while SWSSX has yielded a comparatively lower 9.87% annualized return.
AUERX
- 1D
- 2.42%
- 1M
- -5.91%
- YTD
- 3.01%
- 6M
- 8.81%
- 1Y
- 40.33%
- 3Y*
- 21.36%
- 5Y*
- 18.30%
- 10Y*
- 14.73%
SWSSX
- 1D
- 3.48%
- 1M
- -5.84%
- YTD
- 0.90%
- 6M
- 2.87%
- 1Y
- 25.74%
- 3Y*
- 13.11%
- 5Y*
- 3.50%
- 10Y*
- 9.87%
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AUERX vs. SWSSX - Expense Ratio Comparison
AUERX has a 2.37% expense ratio, which is higher than SWSSX's 0.04% expense ratio.
Return for Risk
AUERX vs. SWSSX — Risk / Return Rank
AUERX
SWSSX
AUERX vs. SWSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Auer Growth Fund (AUERX) 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.
| AUERX | SWSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.07 | 1.11 | +0.95 |
Sortino ratioReturn per unit of downside risk | 2.70 | 1.66 | +1.04 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.21 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 2.91 | 1.81 | +1.10 |
Martin ratioReturn relative to average drawdown | 13.68 | 6.78 | +6.91 |
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
| AUERX | SWSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.07 | 1.11 | +0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.16 | +0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.41 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.34 | -0.15 |
Correlation
The correlation between AUERX and SWSSX is 0.85, 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
AUERX vs. SWSSX - Dividend Comparison
AUERX's dividend yield for the trailing twelve months is around 11.06%, more than SWSSX's 1.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AUERX Auer Growth Fund | 11.06% | 11.39% | 24.55% | 4.54% | 5.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 1.28% | 1.29% | 1.66% | 1.49% | 1.32% | 8.88% | 2.55% | 6.12% | 10.45% | 5.22% | 4.10% | 6.92% |
Drawdowns
AUERX vs. SWSSX - Drawdown Comparison
The maximum AUERX drawdown since its inception was -67.23%, which is greater than SWSSX's maximum drawdown of -60.34%. Use the drawdown chart below to compare losses from any high point for AUERX and SWSSX.
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Drawdown Indicators
| AUERX | SWSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.23% | -60.34% | -6.89% |
Max Drawdown (1Y)Largest decline over 1 year | -13.70% | -13.90% | +0.20% |
Max Drawdown (5Y)Largest decline over 5 years | -34.80% | -31.93% | -2.87% |
Max Drawdown (10Y)Largest decline over 10 years | -51.89% | -41.81% | -10.08% |
Current DrawdownCurrent decline from peak | -5.91% | -7.91% | +2.00% |
Average DrawdownAverage peak-to-trough decline | -25.10% | -10.78% | -14.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 3.71% | -0.79% |
Volatility
AUERX vs. SWSSX - Volatility Comparison
The current volatility for Auer Growth Fund (AUERX) is 5.82%, while Schwab Small-Cap Index Fund-Select Shares (SWSSX) has a volatility of 7.53%. This indicates that AUERX experiences smaller price fluctuations and is considered to be less risky 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
| AUERX | SWSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.82% | 7.53% | -1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 12.69% | 14.53% | -1.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.73% | 23.31% | -3.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.95% | 22.62% | +2.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.37% | 24.05% | +0.32% |