MNRO vs. SWLGX
Compare and contrast key facts about Monro, Inc. (MNRO) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MNRO or SWLGX.
Correlation
The correlation between MNRO and SWLGX is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MNRO vs. SWLGX - Performance Comparison
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Key characteristics
MNRO:
-1.17
SWLGX:
0.50
MNRO:
-1.89
SWLGX:
0.86
MNRO:
0.78
SWLGX:
1.12
MNRO:
-0.61
SWLGX:
0.54
MNRO:
-1.90
SWLGX:
1.80
MNRO:
26.96%
SWLGX:
6.95%
MNRO:
45.45%
SWLGX:
24.97%
MNRO:
-84.13%
SWLGX:
-33.28%
MNRO:
-84.13%
SWLGX:
-10.13%
Returns By Period
In the year-to-date period, MNRO achieves a -49.97% return, which is significantly lower than SWLGX's -6.35% return.
MNRO
-49.97%
-18.32%
-57.62%
-51.73%
-23.62%
-13.24%
SWLGX
-6.35%
9.19%
-5.54%
12.18%
16.80%
N/A
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Risk-Adjusted Performance
MNRO vs. SWLGX — Risk-Adjusted Performance Rank
MNRO
SWLGX
MNRO vs. SWLGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Monro, Inc. (MNRO) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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
MNRO vs. SWLGX - Dividend Comparison
MNRO's dividend yield for the trailing twelve months is around 9.17%, more than SWLGX's 0.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MNRO Monro, Inc. | 9.17% | 4.52% | 3.82% | 2.43% | 1.68% | 1.65% | 1.10% | 1.13% | 1.25% | 1.15% | 0.88% | 0.87% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.56% | 0.52% | 0.67% | 0.93% | 0.57% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MNRO vs. SWLGX - Drawdown Comparison
The maximum MNRO drawdown since its inception was -84.13%, which is greater than SWLGX's maximum drawdown of -33.28%. Use the drawdown chart below to compare losses from any high point for MNRO and SWLGX. For additional features, visit the drawdowns tool.
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Volatility
MNRO vs. SWLGX - Volatility Comparison
Monro, Inc. (MNRO) has a higher volatility of 9.84% compared to Schwab U.S. Large-Cap Growth Index Fund (SWLGX) at 8.36%. This indicates that MNRO's price experiences larger fluctuations and is considered to be riskier than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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