NSFHX vs. SWYGX
Compare and contrast key facts about Natixis Sustainable Future 2040 Fund (NSFHX) and Schwab Target 2040 Index Fund (SWYGX).
NSFHX is managed by Natixis Funds. It was launched on Feb 27, 2017. SWYGX is managed by Schwab Funds. It was launched on Aug 24, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NSFHX or SWYGX.
Correlation
The correlation between NSFHX and SWYGX is 0.97, 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.
Performance
NSFHX vs. SWYGX - Performance Comparison
Key characteristics
NSFHX:
0.83
SWYGX:
1.60
NSFHX:
1.14
SWYGX:
2.21
NSFHX:
1.16
SWYGX:
1.29
NSFHX:
0.77
SWYGX:
2.71
NSFHX:
3.09
SWYGX:
8.84
NSFHX:
2.85%
SWYGX:
1.75%
NSFHX:
10.62%
SWYGX:
9.68%
NSFHX:
-32.16%
SWYGX:
-28.74%
NSFHX:
-2.86%
SWYGX:
-0.16%
Returns By Period
In the year-to-date period, NSFHX achieves a 4.52% return, which is significantly higher than SWYGX's 4.28% return.
NSFHX
4.52%
2.91%
2.62%
9.65%
3.47%
N/A
SWYGX
4.28%
2.76%
5.26%
16.20%
8.65%
N/A
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NSFHX vs. SWYGX - Expense Ratio Comparison
NSFHX has a 0.36% expense ratio, which is higher than SWYGX's 0.04% expense ratio.
Risk-Adjusted Performance
NSFHX vs. SWYGX — Risk-Adjusted Performance Rank
NSFHX
SWYGX
NSFHX vs. SWYGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Natixis Sustainable Future 2040 Fund (NSFHX) and Schwab Target 2040 Index Fund (SWYGX). 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.
Dividends
NSFHX vs. SWYGX - Dividend Comparison
NSFHX's dividend yield for the trailing twelve months is around 1.64%, less than SWYGX's 2.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
NSFHX Natixis Sustainable Future 2040 Fund | 1.64% | 1.71% | 1.38% | 1.45% | 0.95% | 1.64% | 1.28% | 1.67% | 1.03% | 0.00% |
SWYGX Schwab Target 2040 Index Fund | 2.19% | 2.28% | 2.07% | 2.03% | 1.73% | 1.68% | 1.94% | 2.21% | 1.44% | 1.13% |
Drawdowns
NSFHX vs. SWYGX - Drawdown Comparison
The maximum NSFHX drawdown since its inception was -32.16%, which is greater than SWYGX's maximum drawdown of -28.74%. Use the drawdown chart below to compare losses from any high point for NSFHX and SWYGX. For additional features, visit the drawdowns tool.
Volatility
NSFHX vs. SWYGX - Volatility Comparison
Natixis Sustainable Future 2040 Fund (NSFHX) and Schwab Target 2040 Index Fund (SWYGX) have volatilities of 2.39% and 2.31%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.