GSSRX vs. SWSBX
Compare and contrast key facts about Goldman Sachs Short Duration Bond Fund (GSSRX) and Schwab Short-Term Bond Index Fund (SWSBX).
GSSRX is managed by Goldman Sachs. It was launched on Feb 29, 2012. SWSBX is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Government/Credit 1-5 Year Index. It was launched on Feb 23, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GSSRX or SWSBX.
Correlation
The correlation between GSSRX and SWSBX is -0.04. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
GSSRX vs. SWSBX - Performance Comparison
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Key characteristics
GSSRX:
2.68
SWSBX:
2.08
GSSRX:
4.78
SWSBX:
3.38
GSSRX:
1.66
SWSBX:
1.44
GSSRX:
5.46
SWSBX:
1.93
GSSRX:
15.59
SWSBX:
8.44
GSSRX:
0.39%
SWSBX:
0.67%
GSSRX:
2.27%
SWSBX:
2.76%
GSSRX:
-8.53%
SWSBX:
-8.96%
GSSRX:
-0.41%
SWSBX:
-0.93%
Returns By Period
The year-to-date returns for both investments are quite close, with GSSRX having a 1.90% return and SWSBX slightly higher at 1.99%.
GSSRX
1.90%
0.66%
2.68%
6.02%
4.03%
2.05%
2.25%
SWSBX
1.99%
-0.07%
2.58%
5.69%
2.96%
0.85%
N/A
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GSSRX vs. SWSBX - Expense Ratio Comparison
GSSRX has a 0.48% expense ratio, which is higher than SWSBX's 0.06% expense ratio.
Risk-Adjusted Performance
GSSRX vs. SWSBX — Risk-Adjusted Performance Rank
GSSRX
SWSBX
GSSRX vs. SWSBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Short Duration Bond Fund (GSSRX) and Schwab Short-Term Bond Index Fund (SWSBX). 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.
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Dividends
GSSRX vs. SWSBX - Dividend Comparison
GSSRX's dividend yield for the trailing twelve months is around 4.06%, which matches SWSBX's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSSRX Goldman Sachs Short Duration Bond Fund | 4.06% | 3.92% | 3.14% | 2.18% | 1.40% | 2.19% | 2.85% | 2.55% | 2.21% | 2.08% | 2.43% | 1.55% |
SWSBX Schwab Short-Term Bond Index Fund | 4.05% | 3.98% | 3.16% | 1.49% | 0.90% | 1.56% | 2.40% | 2.12% | 1.55% | 0.00% | 0.00% | 0.00% |
Drawdowns
GSSRX vs. SWSBX - Drawdown Comparison
The maximum GSSRX drawdown since its inception was -8.53%, roughly equal to the maximum SWSBX drawdown of -8.96%. Use the drawdown chart below to compare losses from any high point for GSSRX and SWSBX. For additional features, visit the drawdowns tool.
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Volatility
GSSRX vs. SWSBX - Volatility Comparison
The current volatility for Goldman Sachs Short Duration Bond Fund (GSSRX) is 0.69%, while Schwab Short-Term Bond Index Fund (SWSBX) has a volatility of 0.87%. This indicates that GSSRX experiences smaller price fluctuations and is considered to be less risky than SWSBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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