RFBSX vs. SWSBX
Compare and contrast key facts about Russell Investments Short Duration Bond Fund (RFBSX) and Schwab Short-Term Bond Index Fund (SWSBX).
RFBSX is managed by Russell. It was launched on Oct 30, 1981. 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.
Performance
RFBSX vs. SWSBX - Performance Comparison
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RFBSX vs. SWSBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RFBSX Russell Investments Short Duration Bond Fund | 0.06% | 5.92% | 4.67% | 5.06% | -4.95% | -0.75% | 4.98% | 4.69% | 1.27% | 0.89% |
SWSBX Schwab Short-Term Bond Index Fund | -0.27% | 6.06% | 3.42% | 3.95% | -5.89% | -1.28% | 4.47% | 4.96% | 1.34% | 0.85% |
Returns By Period
In the year-to-date period, RFBSX achieves a 0.06% return, which is significantly higher than SWSBX's -0.27% return.
RFBSX
- 1D
- 0.16%
- 1M
- -0.78%
- YTD
- 0.06%
- 6M
- 1.15%
- 1Y
- 4.09%
- 3Y*
- 4.68%
- 5Y*
- 1.99%
- 10Y*
- 2.31%
SWSBX
- 1D
- 0.21%
- 1M
- -1.23%
- YTD
- -0.27%
- 6M
- 0.88%
- 1Y
- 3.63%
- 3Y*
- 3.74%
- 5Y*
- 1.25%
- 10Y*
- —
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RFBSX vs. SWSBX - Expense Ratio Comparison
RFBSX has a 0.55% expense ratio, which is higher than SWSBX's 0.06% expense ratio.
Return for Risk
RFBSX vs. SWSBX — Risk / Return Rank
RFBSX
SWSBX
RFBSX vs. SWSBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Russell Investments Short Duration Bond Fund (RFBSX) 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.
| RFBSX | SWSBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.70 | 1.71 | +1.00 |
Sortino ratioReturn per unit of downside risk | 4.05 | 2.83 | +1.22 |
Omega ratioGain probability vs. loss probability | 1.58 | 1.36 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 4.14 | 2.79 | +1.35 |
Martin ratioReturn relative to average drawdown | 17.47 | 10.25 | +7.21 |
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
| RFBSX | SWSBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.70 | 1.71 | +1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.98 | 0.42 | +0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.33 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.02 | 0.76 | +0.26 |
Correlation
The correlation between RFBSX and SWSBX is 0.79, 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
RFBSX vs. SWSBX - Dividend Comparison
RFBSX's dividend yield for the trailing twelve months is around 4.63%, more than SWSBX's 3.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RFBSX Russell Investments Short Duration Bond Fund | 4.63% | 4.85% | 3.91% | 2.83% | 0.68% | 1.72% | 2.23% | 2.43% | 2.32% | 1.33% | 1.73% | 1.48% |
SWSBX Schwab Short-Term Bond Index Fund | 3.79% | 4.09% | 3.66% | 2.36% | 1.11% | 0.97% | 1.82% | 2.41% | 2.12% | 1.56% | 0.00% | 0.00% |
Drawdowns
RFBSX vs. SWSBX - Drawdown Comparison
The maximum RFBSX drawdown since its inception was -9.71%, which is greater than SWSBX's maximum drawdown of -9.06%. Use the drawdown chart below to compare losses from any high point for RFBSX and SWSBX.
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Drawdown Indicators
| RFBSX | SWSBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.71% | -9.06% | -0.65% |
Max Drawdown (1Y)Largest decline over 1 year | -1.04% | -1.54% | +0.50% |
Max Drawdown (5Y)Largest decline over 5 years | -7.80% | -9.06% | +1.26% |
Max Drawdown (10Y)Largest decline over 10 years | -7.80% | — | — |
Current DrawdownCurrent decline from peak | -0.78% | -1.23% | +0.45% |
Average DrawdownAverage peak-to-trough decline | -2.22% | -1.81% | -0.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.25% | 0.42% | -0.17% |
Volatility
RFBSX vs. SWSBX - Volatility Comparison
The current volatility for Russell Investments Short Duration Bond Fund (RFBSX) is 0.57%, while Schwab Short-Term Bond Index Fund (SWSBX) has a volatility of 0.73%. This indicates that RFBSX 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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Volatility by Period
| RFBSX | SWSBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.57% | 0.73% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 0.91% | 1.49% | -0.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.52% | 2.40% | -0.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.04% | 2.95% | -0.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.74% | 2.47% | -0.73% |