SWIRX vs. SWEGX
Compare and contrast key facts about Schwab Target 2035 Fund (SWIRX) and Schwab MarketTrack All Equity Portfolio™ (SWEGX).
SWIRX is managed by Charles Schwab. It was launched on Mar 11, 2008. SWEGX is managed by Charles Schwab. It was launched on May 19, 1998.
Performance
SWIRX vs. SWEGX - Performance Comparison
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SWIRX vs. SWEGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWIRX Schwab Target 2035 Fund | -3.23% | 16.49% | 11.73% | 17.92% | -17.91% | 14.21% | 14.05% | 21.85% | -8.24% | 19.13% |
SWEGX Schwab MarketTrack All Equity Portfolio™ | -3.20% | 20.82% | 13.86% | 25.13% | -16.24% | 22.68% | 11.13% | 25.55% | -9.53% | 19.84% |
Returns By Period
The year-to-date returns for both investments are quite close, with SWIRX having a -3.23% return and SWEGX slightly higher at -3.20%. Over the past 10 years, SWIRX has underperformed SWEGX with an annualized return of 8.46%, while SWEGX has yielded a comparatively higher 11.28% annualized return.
SWIRX
- 1D
- -0.11%
- 1M
- -6.98%
- YTD
- -3.23%
- 6M
- -0.93%
- 1Y
- 12.80%
- 3Y*
- 11.81%
- 5Y*
- 6.13%
- 10Y*
- 8.46%
SWEGX
- 1D
- -0.24%
- 1M
- -8.44%
- YTD
- -3.20%
- 6M
- -0.35%
- 1Y
- 17.76%
- 3Y*
- 16.20%
- 5Y*
- 9.63%
- 10Y*
- 11.28%
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SWIRX vs. SWEGX - Expense Ratio Comparison
SWIRX has a 0.00% expense ratio, which is lower than SWEGX's 0.39% expense ratio.
Return for Risk
SWIRX vs. SWEGX — Risk / Return Rank
SWIRX
SWEGX
SWIRX vs. SWEGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2035 Fund (SWIRX) and Schwab MarketTrack All Equity Portfolio™ (SWEGX). 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.
| SWIRX | SWEGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.09 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.60 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.24 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.33 | +0.06 |
Martin ratioReturn relative to average drawdown | 6.29 | 6.41 | -0.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SWIRX | SWEGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.09 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.61 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.66 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.38 | +0.13 |
Correlation
The correlation between SWIRX and SWEGX is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SWIRX vs. SWEGX - Dividend Comparison
SWIRX's dividend yield for the trailing twelve months is around 7.05%, less than SWEGX's 7.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWIRX Schwab Target 2035 Fund | 7.05% | 6.82% | 3.96% | 3.42% | 7.40% | 5.81% | 2.87% | 6.33% | 7.12% | 3.37% | 5.74% | 8.16% |
SWEGX Schwab MarketTrack All Equity Portfolio™ | 7.56% | 7.32% | 7.58% | 6.29% | 4.93% | 3.90% | 6.78% | 6.54% | 4.85% | 3.49% | 4.54% | 11.29% |
Drawdowns
SWIRX vs. SWEGX - Drawdown Comparison
The maximum SWIRX drawdown since its inception was -41.53%, smaller than the maximum SWEGX drawdown of -57.57%. Use the drawdown chart below to compare losses from any high point for SWIRX and SWEGX.
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Drawdown Indicators
| SWIRX | SWEGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.53% | -57.57% | +16.04% |
Max Drawdown (1Y)Largest decline over 1 year | -8.45% | -11.92% | +3.47% |
Max Drawdown (5Y)Largest decline over 5 years | -28.70% | -24.87% | -3.83% |
Max Drawdown (10Y)Largest decline over 10 years | -28.70% | -36.08% | +7.38% |
Current DrawdownCurrent decline from peak | -7.27% | -8.93% | +1.66% |
Average DrawdownAverage peak-to-trough decline | -6.13% | -10.42% | +4.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.87% | 2.48% | -0.61% |
Volatility
SWIRX vs. SWEGX - Volatility Comparison
The current volatility for Schwab Target 2035 Fund (SWIRX) is 3.79%, while Schwab MarketTrack All Equity Portfolio™ (SWEGX) has a volatility of 4.88%. This indicates that SWIRX experiences smaller price fluctuations and is considered to be less risky than SWEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWIRX | SWEGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.79% | 4.88% | -1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 6.73% | 8.95% | -2.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.73% | 16.31% | -4.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.52% | 15.81% | -2.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.45% | 17.28% | -3.83% |