SWHYX vs. SWNTX

In the year-to-date period, SWHYX achieves a -2.70% return, which is significantly lower than SWNTX's -1.40% return. Over the past 10 years, SWHYX has underperformed SWNTX with an annualized return of -0.08%, while SWNTX has yielded a comparatively higher 1.68% annualized return.

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SWHYX has a 0.50% expense ratio, which is higher than SWNTX's 0.48% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Schwab Opportunistic Municipal Bond Fund (SWHYX) and Schwab Tax-Free Bond Fund™ (SWNTX). 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 SWHYX Sharpe Ratio is 0.06, which is lower than the SWNTX Sharpe Ratio of 0.38. The chart below compares the historical Sharpe Ratios of SWHYX and SWNTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SWHYX's dividend yield for the trailing twelve months is around 3.87%, more than SWNTX's 3.29% yield.

The maximum SWHYX drawdown since its inception was -18.23%, which is greater than SWNTX's maximum drawdown of -12.60%. Use the drawdown chart below to compare losses from any high point for SWHYX and SWNTX.

Schwab Opportunistic Municipal Bond Fund (SWHYX) has a higher volatility of 1.04% compared to Schwab Tax-Free Bond Fund™ (SWNTX) at 0.54%. This indicates that SWHYX's price experiences larger fluctuations and is considered to be riskier than SWNTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.