SWLSX vs. SWYNX
Compare and contrast key facts about Schwab Large-Cap Growth Fund™ (SWLSX) and Schwab Target 2060 Index Fund (SWYNX).
SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005. SWYNX is managed by Schwab Funds. It was launched on Aug 24, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWLSX or SWYNX.
Performance
SWLSX vs. SWYNX - Performance Comparison
Returns By Period
In the year-to-date period, SWLSX achieves a 28.19% return, which is significantly higher than SWYNX's 17.18% return.
SWLSX
28.19%
1.08%
12.53%
32.14%
14.03%
6.94%
SWYNX
17.18%
0.36%
9.58%
24.62%
10.56%
N/A
Key characteristics
| SWLSX | SWYNX | |
|---|---|---|
| Sharpe Ratio | 2.02 | 2.20 |
| Sortino Ratio | 2.69 | 2.93 |
| Omega Ratio | 1.37 | 1.44 |
| Calmar Ratio | 2.70 | 3.48 |
| Martin Ratio | 10.79 | 14.80 |
| Ulcer Index | 3.03% | 1.69% |
| Daily Std Dev | 16.18% | 11.35% |
| Max Drawdown | -49.89% | -33.36% |
| Current Drawdown | -1.44% | -1.20% |
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SWLSX vs. SWYNX - Expense Ratio Comparison
SWLSX has a 0.99% expense ratio, which is higher than SWYNX's 0.04% expense ratio.
Correlation
The correlation between SWLSX and SWYNX is 0.86, 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.
Risk-Adjusted Performance
SWLSX vs. SWYNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Large-Cap Growth Fund™ (SWLSX) and Schwab Target 2060 Index Fund (SWYNX). 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.
Dividends
SWLSX vs. SWYNX - Dividend Comparison
SWLSX's dividend yield for the trailing twelve months is around 0.03%, less than SWYNX's 1.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWLSX Schwab Large-Cap Growth Fund™ | 0.03% | 0.04% | 0.02% | 0.00% | 0.00% | 0.16% | 0.50% | 0.40% | 1.11% | 1.32% | 0.53% | 0.57% |
SWYNX Schwab Target 2060 Index Fund | 1.71% | 2.01% | 1.95% | 1.74% | 1.62% | 1.99% | 2.16% | 1.44% | 1.23% | 0.00% | 0.00% | 0.00% |
Drawdowns
SWLSX vs. SWYNX - Drawdown Comparison
The maximum SWLSX drawdown since its inception was -49.89%, which is greater than SWYNX's maximum drawdown of -33.36%. Use the drawdown chart below to compare losses from any high point for SWLSX and SWYNX. For additional features, visit the drawdowns tool.
Volatility
SWLSX vs. SWYNX - Volatility Comparison
Schwab Large-Cap Growth Fund™ (SWLSX) has a higher volatility of 4.94% compared to Schwab Target 2060 Index Fund (SWYNX) at 2.87%. This indicates that SWLSX's price experiences larger fluctuations and is considered to be riskier than SWYNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.