DXYZ vs. SWVXX
DXYZ (Destiny Tech100 Inc) is a stock, while SWVXX (Schwab Prime Advantage Money Fund Investor Shares) is Money Market fund actively managed by Charles Schwab. Over the past year, DXYZ returned -1.28% vs 3.85% for SWVXX. At a correlation of -0.02, they often move in opposite directions.
Performance
DXYZ vs. SWVXX - Performance Comparison
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Returns By Period
In the year-to-date period, DXYZ achieves a 28.08% return, which is significantly higher than SWVXX's 1.45% return.
DXYZ
- 1D
- -6.13%
- 1M
- -28.15%
- YTD
- 28.08%
- 6M
- 42.86%
- 1Y
- -1.28%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SWVXX
- 1D
- 0.00%
- 1M
- 0.29%
- YTD
- 1.45%
- 6M
- 1.77%
- 1Y
- 3.85%
- 3Y*
- 4.71%
- 5Y*
- 3.14%
- 10Y*
- —
DXYZ vs. SWVXX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
DXYZ Destiny Tech100 Inc | 28.08% | -47.96% | 554.00% |
SWVXX Schwab Prime Advantage Money Fund Investor Shares | 1.45% | 4.15% | 4.02% |
Correlation
The correlation between DXYZ and SWVXX is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.01 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2024 | -0.02 |
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Return for Risk
DXYZ vs. SWVXX — Risk / Return Rank
DXYZ
SWVXX
DXYZ vs. SWVXX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Destiny Tech100 Inc (DXYZ) and Schwab Prime Advantage Money Fund Investor Shares (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.
| DXYZ | SWVXX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.72 | ||
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.09 | — | — |
| Calmar ratioReturn relative to maximum drawdown | -0.03 | — | — |
| Martin ratioReturn relative to average drawdown | -0.04 | — | — |
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
| DXYZ | SWVXX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.01 | 3.71 | -3.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 2.95 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 2.94 | -2.36 |
Drawdowns
DXYZ vs. SWVXX - Drawdown Comparison
The maximum DXYZ drawdown since its inception was -90.35%, which is greater than SWVXX's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for DXYZ and SWVXX.
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Drawdown Indicators
| DXYZ | SWVXX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.35% | 0.00% | -90.35% |
Max Drawdown (1Y)Largest decline over 1 year | -51.30% | 0.00% | -51.30% |
Max Drawdown (3Y)Largest decline over 3 years | — | 0.00% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | 0.00% | — |
Current DrawdownCurrent decline from peak | -60.69% | 0.00% | -60.69% |
Average DrawdownAverage peak-to-trough decline | -68.51% | 0.00% | -68.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 32.50% | 0.00% | +32.50% |
Volatility
DXYZ vs. SWVXX - Volatility Comparison
Destiny Tech100 Inc (DXYZ) has a higher volatility of 61.59% compared to Schwab Prime Advantage Money Fund Investor Shares (SWVXX) at 0.29%. This indicates that DXYZ's price experiences larger fluctuations and is considered to be riskier than SWVXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DXYZ | SWVXX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 61.59% | 0.29% | +61.30% |
Volatility (6M)Calculated over the trailing 6-month period | 80.50% | 0.76% | +79.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 97.95% | 1.10% | +96.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 164.89% | 1.09% | +163.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 164.89% | 1.09% | +163.80% |
Dividends
DXYZ vs. SWVXX - Dividend Comparison
DXYZ has not paid dividends to shareholders, while SWVXX's dividend yield for the trailing twelve months is around 3.77%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
DXYZ Destiny Tech100 Inc | 0.00% | 0.00% | 0.00% | 0.00% |
SWVXX Schwab Prime Advantage Money Fund Investor Shares | 3.77% | 4.06% | 5.02% | 4.91% |
Frequently Asked Questions
DXYZ and SWVXX have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DXYZ has higher volatility (61.59%) compared to SWVXX (0.29%). In terms of maximum drawdown, DXYZ dropped -90.35% vs SWVXX's 0.00%.
SWVXX currently has the higher Sharpe Ratio (3.71 vs -0.01), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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