SNXFX vs. JNJ
Compare and contrast key facts about Schwab 1000 Index Fund (SNXFX) and Johnson & Johnson (JNJ).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SNXFX or JNJ.
Key characteristics
| SNXFX | JNJ | |
|---|---|---|
| YTD Return | 6.04% | -6.33% |
| 1Y Return | 26.75% | -7.64% |
| 3Y Return (Ann) | 6.85% | -1.22% |
| 5Y Return (Ann) | 12.83% | 3.54% |
| 10Y Return (Ann) | 12.08% | 6.57% |
| Sharpe Ratio | 2.17 | -0.60 |
| Daily Std Dev | 12.13% | 15.04% |
| Max Drawdown | -55.08% | -50.68% |
| Current Drawdown | -3.97% | -17.07% |
Correlation
The correlation between SNXFX and JNJ is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SNXFX vs. JNJ - Performance Comparison
In the year-to-date period, SNXFX achieves a 6.04% return, which is significantly higher than JNJ's -6.33% return. Over the past 10 years, SNXFX has outperformed JNJ with an annualized return of 12.08%, while JNJ has yielded a comparatively lower 6.57% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SNXFX vs. JNJ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab 1000 Index Fund (SNXFX) and Johnson & Johnson (JNJ). 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
SNXFX vs. JNJ - Dividend Comparison
SNXFX's dividend yield for the trailing twelve months is around 1.33%, less than JNJ's 3.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SNXFX Schwab 1000 Index Fund | 1.33% | 1.41% | 1.61% | 1.74% | 2.76% | 3.01% | 6.48% | 4.22% | 3.41% | 6.31% | 4.38% | 4.61% |
JNJ Johnson & Johnson | 3.24% | 3.00% | 2.52% | 2.45% | 2.53% | 2.57% | 2.74% | 2.38% | 2.73% | 2.87% | 2.64% | 2.83% |
Drawdowns
SNXFX vs. JNJ - Drawdown Comparison
The maximum SNXFX drawdown since its inception was -55.08%, which is greater than JNJ's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for SNXFX and JNJ. For additional features, visit the drawdowns tool.
Volatility
SNXFX vs. JNJ - Volatility Comparison
The current volatility for Schwab 1000 Index Fund (SNXFX) is 3.67%, while Johnson & Johnson (JNJ) has a volatility of 4.64%. This indicates that SNXFX experiences smaller price fluctuations and is considered to be less risky than JNJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.