PVIVX vs. SWSSX
Compare and contrast key facts about Paradigm Micro-cap Fund (PVIVX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
PVIVX is managed by Paradigm Funds. It was launched on Dec 31, 2007. SWSSX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 2000 Index. It was launched on May 19, 1997.
Performance
PVIVX vs. SWSSX - Performance Comparison
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PVIVX vs. SWSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PVIVX Paradigm Micro-cap Fund | -1.09% | -4.81% | 13.48% | 17.89% | -20.62% | 27.94% | 46.96% | 22.38% | -10.88% | 15.82% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | -2.49% | 12.88% | 11.57% | 17.07% | -20.43% | 14.77% | 20.12% | 25.63% | -11.19% | 14.76% |
Returns By Period
In the year-to-date period, PVIVX achieves a -1.09% return, which is significantly higher than SWSSX's -2.49% return. Over the past 10 years, PVIVX has outperformed SWSSX with an annualized return of 11.35%, while SWSSX has yielded a comparatively lower 9.50% annualized return.
PVIVX
- 1D
- -1.90%
- 1M
- -11.09%
- YTD
- -1.09%
- 6M
- -5.57%
- 1Y
- 10.38%
- 3Y*
- 5.63%
- 5Y*
- 1.56%
- 10Y*
- 11.35%
SWSSX
- 1D
- -1.45%
- 1M
- -8.18%
- YTD
- -2.49%
- 6M
- -0.36%
- 1Y
- 21.55%
- 3Y*
- 11.83%
- 5Y*
- 3.10%
- 10Y*
- 9.50%
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PVIVX vs. SWSSX - Expense Ratio Comparison
PVIVX has a 1.25% expense ratio, which is higher than SWSSX's 0.04% expense ratio.
Return for Risk
PVIVX vs. SWSSX — Risk / Return Rank
PVIVX
SWSSX
PVIVX vs. SWSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Paradigm Micro-cap Fund (PVIVX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX). 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.
| PVIVX | SWSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 0.91 | -0.58 |
Sortino ratioReturn per unit of downside risk | 0.69 | 1.40 | -0.71 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.18 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.47 | 1.33 | -0.86 |
Martin ratioReturn relative to average drawdown | 1.28 | 5.02 | -3.74 |
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
| PVIVX | SWSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 0.91 | -0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.14 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | 0.40 | -0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.33 | -0.31 |
Correlation
The correlation between PVIVX and SWSSX is 0.89, 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
PVIVX vs. SWSSX - Dividend Comparison
PVIVX's dividend yield for the trailing twelve months is around 16.11%, more than SWSSX's 1.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PVIVX Paradigm Micro-cap Fund | 16.11% | 15.93% | 6.40% | 0.00% | 0.00% | 1.11% | 5.25% | 0.01% | 14.09% | 6.88% | 3.61% | 1.32% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 1.32% | 1.29% | 1.66% | 1.49% | 1.32% | 8.88% | 2.55% | 6.12% | 10.45% | 5.22% | 4.10% | 6.92% |
Drawdowns
PVIVX vs. SWSSX - Drawdown Comparison
The maximum PVIVX drawdown since its inception was -95.67%, which is greater than SWSSX's maximum drawdown of -60.34%. Use the drawdown chart below to compare losses from any high point for PVIVX and SWSSX.
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Drawdown Indicators
| PVIVX | SWSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.67% | -60.34% | -35.33% |
Max Drawdown (1Y)Largest decline over 1 year | -14.84% | -13.90% | -0.94% |
Max Drawdown (5Y)Largest decline over 5 years | -95.67% | -31.93% | -63.74% |
Max Drawdown (10Y)Largest decline over 10 years | -95.67% | -41.81% | -53.86% |
Current DrawdownCurrent decline from peak | -94.57% | -11.00% | -83.57% |
Average DrawdownAverage peak-to-trough decline | -16.15% | -10.78% | -5.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.44% | 3.68% | +1.76% |
Volatility
PVIVX vs. SWSSX - Volatility Comparison
Paradigm Micro-cap Fund (PVIVX) has a higher volatility of 8.39% compared to Schwab Small-Cap Index Fund-Select Shares (SWSSX) at 6.59%. This indicates that PVIVX's price experiences larger fluctuations and is considered to be riskier than SWSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PVIVX | SWSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.39% | 6.59% | +1.80% |
Volatility (6M)Calculated over the trailing 6-month period | 17.65% | 14.12% | +3.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.19% | 23.11% | +6.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 887.36% | 22.57% | +864.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 627.66% | 24.03% | +603.63% |