RPMAX vs. SWSSX
Compare and contrast key facts about Reinhart Genesis PMV Fund (RPMAX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
RPMAX is managed by Reinhartfunds. It was launched on May 31, 2018. 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
RPMAX vs. SWSSX - Performance Comparison
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RPMAX vs. SWSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
RPMAX Reinhart Genesis PMV Fund | -0.96% | 5.13% | 14.59% | 23.64% | -4.00% | 23.59% | 4.18% | 21.69% | -8.63% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | -2.49% | 12.88% | 11.57% | 17.07% | -20.43% | 14.77% | 20.12% | 25.63% | -17.69% |
Returns By Period
In the year-to-date period, RPMAX achieves a -0.96% return, which is significantly higher than SWSSX's -2.49% return.
RPMAX
- 1D
- -0.71%
- 1M
- -6.32%
- YTD
- -0.96%
- 6M
- 0.83%
- 1Y
- 11.02%
- 3Y*
- 11.80%
- 5Y*
- 8.96%
- 10Y*
- —
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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RPMAX vs. SWSSX - Expense Ratio Comparison
RPMAX has a 1.20% expense ratio, which is higher than SWSSX's 0.04% expense ratio.
Return for Risk
RPMAX vs. SWSSX — Risk / Return Rank
RPMAX
SWSSX
RPMAX vs. SWSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Reinhart Genesis PMV Fund (RPMAX) 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.
| RPMAX | SWSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 0.91 | -0.40 |
Sortino ratioReturn per unit of downside risk | 0.88 | 1.40 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.18 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.71 | 1.33 | -0.62 |
Martin ratioReturn relative to average drawdown | 2.50 | 5.02 | -2.52 |
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
| RPMAX | SWSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 0.91 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.14 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.40 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.33 | +0.08 |
Correlation
The correlation between RPMAX and SWSSX is 0.90, 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
RPMAX vs. SWSSX - Dividend Comparison
RPMAX's dividend yield for the trailing twelve months is around 7.76%, more than SWSSX's 1.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPMAX Reinhart Genesis PMV Fund | 7.76% | 7.69% | 4.32% | 2.87% | 7.00% | 4.22% | 0.06% | 0.42% | 1.28% | 0.00% | 0.00% | 0.00% |
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
RPMAX vs. SWSSX - Drawdown Comparison
The maximum RPMAX drawdown since its inception was -45.05%, smaller than the maximum SWSSX drawdown of -60.34%. Use the drawdown chart below to compare losses from any high point for RPMAX and SWSSX.
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Drawdown Indicators
| RPMAX | SWSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.05% | -60.34% | +15.29% |
Max Drawdown (1Y)Largest decline over 1 year | -13.29% | -13.90% | +0.61% |
Max Drawdown (5Y)Largest decline over 5 years | -23.65% | -31.93% | +8.28% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.81% | — |
Current DrawdownCurrent decline from peak | -8.71% | -11.00% | +2.29% |
Average DrawdownAverage peak-to-trough decline | -6.69% | -10.78% | +4.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.76% | 3.68% | +0.08% |
Volatility
RPMAX vs. SWSSX - Volatility Comparison
The current volatility for Reinhart Genesis PMV Fund (RPMAX) is 5.67%, while Schwab Small-Cap Index Fund-Select Shares (SWSSX) has a volatility of 6.59%. This indicates that RPMAX experiences smaller price fluctuations and is considered to be less risky 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
| RPMAX | SWSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.67% | 6.59% | -0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 12.97% | 14.12% | -1.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.40% | 23.11% | -0.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.90% | 22.57% | -2.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.89% | 24.03% | -1.14% |