NEWFX vs. SWTSX
Compare and contrast key facts about American Funds New World Fund (NEWFX) and Schwab Total Stock Market Index Fund (SWTSX).
NEWFX is managed by American Funds. It was launched on Jun 16, 1999. SWTSX is managed by Charles Schwab. It was launched on Jun 1, 1999.
Performance
NEWFX vs. SWTSX - Performance Comparison
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NEWFX vs. SWTSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEWFX American Funds New World Fund | -4.07% | 28.16% | 6.45% | 15.75% | -22.08% | 4.69% | 24.79% | 27.51% | -12.32% | 32.56% |
SWTSX Schwab Total Stock Market Index Fund | -6.77% | 17.04% | 23.84% | 26.05% | -19.54% | 25.65% | 20.71% | 30.90% | -5.35% | 21.08% |
Returns By Period
In the year-to-date period, NEWFX achieves a -4.07% return, which is significantly higher than SWTSX's -6.77% return. Over the past 10 years, NEWFX has underperformed SWTSX with an annualized return of 9.04%, while SWTSX has yielded a comparatively higher 13.21% annualized return.
NEWFX
- 1D
- -0.63%
- 1M
- -11.97%
- YTD
- -4.07%
- 6M
- -0.04%
- 1Y
- 21.01%
- 3Y*
- 12.44%
- 5Y*
- 4.18%
- 10Y*
- 9.04%
SWTSX
- 1D
- -0.46%
- 1M
- -7.67%
- YTD
- -6.77%
- 6M
- -4.59%
- 1Y
- 14.70%
- 3Y*
- 16.68%
- 5Y*
- 10.10%
- 10Y*
- 13.21%
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NEWFX vs. SWTSX - Expense Ratio Comparison
NEWFX has a 0.96% expense ratio, which is higher than SWTSX's 0.03% expense ratio.
Return for Risk
NEWFX vs. SWTSX — Risk / Return Rank
NEWFX
SWTSX
NEWFX vs. SWTSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds New World Fund (NEWFX) and Schwab Total Stock Market Index Fund (SWTSX). 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.
| NEWFX | SWTSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 0.83 | +0.49 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.28 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.19 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 1.04 | +0.36 |
Martin ratioReturn relative to average drawdown | 5.98 | 5.04 | +0.93 |
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
| NEWFX | SWTSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 0.83 | +0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.58 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.71 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.40 | +0.08 |
Correlation
The correlation between NEWFX and SWTSX is 0.76, 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
NEWFX vs. SWTSX - Dividend Comparison
NEWFX's dividend yield for the trailing twelve months is around 5.95%, more than SWTSX's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEWFX American Funds New World Fund | 5.95% | 5.71% | 3.66% | 2.46% | 0.89% | 6.89% | 0.10% | 3.65% | 2.26% | 1.90% | 0.92% | 0.60% |
SWTSX Schwab Total Stock Market Index Fund | 1.18% | 1.10% | 1.24% | 1.41% | 1.62% | 1.46% | 1.63% | 1.92% | 2.58% | 1.83% | 2.32% | 2.79% |
Drawdowns
NEWFX vs. SWTSX - Drawdown Comparison
The maximum NEWFX drawdown since its inception was -56.71%, roughly equal to the maximum SWTSX drawdown of -54.60%. Use the drawdown chart below to compare losses from any high point for NEWFX and SWTSX.
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Drawdown Indicators
| NEWFX | SWTSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.71% | -54.60% | -2.11% |
Max Drawdown (1Y)Largest decline over 1 year | -13.03% | -12.42% | -0.61% |
Max Drawdown (5Y)Largest decline over 5 years | -33.68% | -25.40% | -8.28% |
Max Drawdown (10Y)Largest decline over 10 years | -33.68% | -35.01% | +1.33% |
Current DrawdownCurrent decline from peak | -13.03% | -8.88% | -4.15% |
Average DrawdownAverage peak-to-trough decline | -11.80% | -10.63% | -1.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 2.56% | +0.50% |
Volatility
NEWFX vs. SWTSX - Volatility Comparison
American Funds New World Fund (NEWFX) has a higher volatility of 6.38% compared to Schwab Total Stock Market Index Fund (SWTSX) at 4.45%. This indicates that NEWFX's price experiences larger fluctuations and is considered to be riskier than SWTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NEWFX | SWTSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.38% | 4.45% | +1.93% |
Volatility (6M)Calculated over the trailing 6-month period | 10.73% | 9.42% | +1.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.46% | 18.52% | -3.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.12% | 17.41% | -2.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.96% | 18.57% | -2.61% |