SNXFX vs. BEGRX
Compare and contrast key facts about Schwab 1000 Index Fund (SNXFX) and Franklin Mutual Beacon Fund (BEGRX).
SNXFX is a passively managed fund by Charles Schwab that tracks the performance of the Schwab 1000 Index. It was launched on Apr 2, 1991. BEGRX is managed by Franklin Templeton. It was launched on Jun 28, 1962.
Performance
SNXFX vs. BEGRX - Performance Comparison
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SNXFX vs. BEGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SNXFX Schwab 1000 Index Fund | -4.19% | 17.23% | 24.46% | 26.53% | -19.46% | 26.10% | 20.71% | 31.43% | -5.04% | 21.71% |
BEGRX Franklin Mutual Beacon Fund | -1.99% | 25.64% | 8.64% | 15.40% | -11.70% | 16.64% | 4.07% | 22.57% | -8.84% | 12.30% |
Returns By Period
In the year-to-date period, SNXFX achieves a -4.19% return, which is significantly lower than BEGRX's -1.99% return. Over the past 10 years, SNXFX has outperformed BEGRX with an annualized return of 13.72%, while BEGRX has yielded a comparatively lower 8.81% annualized return.
SNXFX
- 1D
- 2.95%
- 1M
- -5.11%
- YTD
- -4.19%
- 6M
- -2.28%
- 1Y
- 17.24%
- 3Y*
- 18.07%
- 5Y*
- 10.92%
- 10Y*
- 13.72%
BEGRX
- 1D
- 1.73%
- 1M
- -7.37%
- YTD
- -1.99%
- 6M
- 4.07%
- 1Y
- 16.10%
- 3Y*
- 14.32%
- 5Y*
- 7.76%
- 10Y*
- 8.81%
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SNXFX vs. BEGRX - Expense Ratio Comparison
SNXFX has a 0.05% expense ratio, which is lower than BEGRX's 0.77% expense ratio.
Return for Risk
SNXFX vs. BEGRX — Risk / Return Rank
SNXFX
BEGRX
SNXFX vs. BEGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab 1000 Index Fund (SNXFX) and Franklin Mutual Beacon Fund (BEGRX). 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.
| SNXFX | BEGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.06 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.59 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.33 | +0.15 |
Martin ratioReturn relative to average drawdown | 7.11 | 5.49 | +1.62 |
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
| SNXFX | BEGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.06 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.51 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.53 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.04 | +0.52 |
Correlation
The correlation between SNXFX and BEGRX is 0.81, 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
SNXFX vs. BEGRX - Dividend Comparison
SNXFX's dividend yield for the trailing twelve months is around 1.52%, less than BEGRX's 7.00% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SNXFX Schwab 1000 Index Fund | 1.52% | 1.45% | 1.23% | 1.41% | 1.61% | 1.74% | 2.76% | 3.01% | 6.49% | 4.23% | 3.41% | 6.31% |
BEGRX Franklin Mutual Beacon Fund | 7.00% | 6.86% | 6.89% | 6.23% | 9.91% | 6.83% | 3.36% | 2.62% | 9.94% | 3.43% | 6.10% | 8.90% |
Drawdowns
SNXFX vs. BEGRX - Drawdown Comparison
The maximum SNXFX drawdown since its inception was -55.08%, smaller than the maximum BEGRX drawdown of -73.56%. Use the drawdown chart below to compare losses from any high point for SNXFX and BEGRX.
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Drawdown Indicators
| SNXFX | BEGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.08% | -73.56% | +18.48% |
Max Drawdown (1Y)Largest decline over 1 year | -12.33% | -12.12% | -0.21% |
Max Drawdown (5Y)Largest decline over 5 years | -25.36% | -26.70% | +1.34% |
Max Drawdown (10Y)Largest decline over 10 years | -34.58% | -37.11% | +2.53% |
Current DrawdownCurrent decline from peak | -6.25% | -8.16% | +1.91% |
Average DrawdownAverage peak-to-trough decline | -8.80% | -36.78% | +27.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 2.95% | -0.38% |
Volatility
SNXFX vs. BEGRX - Volatility Comparison
Schwab 1000 Index Fund (SNXFX) has a higher volatility of 5.45% compared to Franklin Mutual Beacon Fund (BEGRX) at 4.43%. This indicates that SNXFX's price experiences larger fluctuations and is considered to be riskier than BEGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SNXFX | BEGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.45% | 4.43% | +1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 9.77% | 7.84% | +1.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.59% | 15.09% | +3.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.33% | 15.38% | +1.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.72% | 16.64% | +2.08% |