SWHRX vs. SWORX

In the year-to-date period, SWHRX achieves a 2.59% return, which is significantly lower than SWORX's 3.44% return. Over the past 10 years, SWHRX has underperformed SWORX with an annualized return of 2.39%, while SWORX has yielded a comparatively higher 5.00% annualized return.

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SWHRX has a 0.00% expense ratio, which is lower than SWORX's 0.00% 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 2025 Fund (SWHRX) and Schwab Target 2055 Fund (SWORX). 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 SWHRX Sharpe Ratio is 0.37, which is comparable to the SWORX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of SWHRX and SWORX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SWHRX's dividend yield for the trailing twelve months is around 3.09%, while SWORX has not paid dividends to shareholders.

The maximum SWHRX drawdown since its inception was -37.97%, which is greater than SWORX's maximum drawdown of -33.89%. Use the drawdown chart below to compare losses from any high point for SWHRX and SWORX. For additional features, visit the drawdowns tool.

The current volatility for Schwab Target 2025 Fund (SWHRX) is 2.29%, while Schwab Target 2055 Fund (SWORX) has a volatility of 4.41%. This indicates that SWHRX experiences smaller price fluctuations and is considered to be less risky than SWORX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.