SWCGX vs. SWVXX
Compare and contrast key facts about Schwab MarketTrack Conservative Portfolio™ (SWCGX) and Schwab Value Advantage Money Fund (SWVXX).
SWCGX is managed by Charles Schwab. It was launched on Nov 19, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWCGX or SWVXX.
Correlation
The correlation between SWCGX and SWVXX is 0.00, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SWCGX vs. SWVXX - Performance Comparison
Key characteristics
SWCGX:
0.32
SWVXX:
3.40
SWCGX:
3.21%
SWVXX:
0.00%
SWCGX:
9.07%
SWVXX:
1.37%
SWCGX:
-31.37%
SWVXX:
0.00%
SWCGX:
-11.54%
SWVXX:
0.00%
Returns By Period
Over the past 10 years, SWCGX has underperformed SWVXX with an annualized return of 1.43%, while SWVXX has yielded a comparatively higher 1.63% annualized return.
SWCGX
2.34%
2.14%
-4.33%
1.58%
0.28%
1.43%
SWVXX
0.00%
0.00%
1.81%
4.46%
2.41%
1.63%
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Risk-Adjusted Performance
SWCGX vs. SWVXX — Risk-Adjusted Performance Rank
SWCGX
SWVXX
SWCGX vs. SWVXX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab MarketTrack Conservative Portfolio™ (SWCGX) and Schwab Value Advantage Money Fund (SWVXX). 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.
Drawdowns
SWCGX vs. SWVXX - Drawdown Comparison
The maximum SWCGX drawdown since its inception was -31.37%, which is greater than SWVXX's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for SWCGX and SWVXX. For additional features, visit the drawdowns tool.
Volatility
SWCGX vs. SWVXX - Volatility Comparison
Schwab MarketTrack Conservative Portfolio™ (SWCGX) has a higher volatility of 1.46% compared to Schwab Value Advantage Money Fund (SWVXX) at 0.00%. This indicates that SWCGX's price experiences larger fluctuations and is considered to be riskier than SWVXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.