SWBRX vs. VTINX

In the year-to-date period, SWBRX achieves a 2.48% return, which is significantly lower than VTINX's 2.98% return. Over the past 10 years, SWBRX has outperformed VTINX with an annualized return of 2.84%, while VTINX has yielded a comparatively lower 2.64% annualized return.

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SWBRX has a 0.00% expense ratio, which is lower than VTINX's 0.08% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2010 Fund (SWBRX) and Vanguard Target Retirement Income Fund (VTINX). 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.

The current SWBRX Sharpe Ratio is 0.54, which is lower than the VTINX Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of SWBRX and VTINX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SWBRX's dividend yield for the trailing twelve months is around 3.29%, which matches VTINX's 3.30% yield.

The maximum SWBRX drawdown since its inception was -38.05%, which is greater than VTINX's maximum drawdown of -21.75%. Use the drawdown chart below to compare losses from any high point for SWBRX and VTINX. For additional features, visit the drawdowns tool.

Schwab Target 2010 Fund (SWBRX) has a higher volatility of 1.89% compared to Vanguard Target Retirement Income Fund (VTINX) at 1.50%. This indicates that SWBRX's price experiences larger fluctuations and is considered to be riskier than VTINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.