SWNRX vs. MSTR
Compare and contrast key facts about Schwab Target 2050 Fund (SWNRX) and MicroStrategy Incorporated (MSTR).
SWNRX is managed by Charles Schwab. It was launched on Jan 22, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWNRX or MSTR.
Correlation
The correlation between SWNRX and MSTR is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SWNRX vs. MSTR - Performance Comparison
Key characteristics
SWNRX:
1.34
MSTR:
6.06
SWNRX:
1.84
MSTR:
4.19
SWNRX:
1.24
MSTR:
1.49
SWNRX:
1.13
MSTR:
7.86
SWNRX:
7.11
MSTR:
30.86
SWNRX:
2.17%
MSTR:
21.76%
SWNRX:
11.50%
MSTR:
111.05%
SWNRX:
-33.04%
MSTR:
-99.86%
SWNRX:
-2.78%
MSTR:
-26.57%
Returns By Period
In the year-to-date period, SWNRX achieves a 2.79% return, which is significantly lower than MSTR's 20.13% return. Over the past 10 years, SWNRX has underperformed MSTR with an annualized return of 5.59%, while MSTR has yielded a comparatively higher 36.06% annualized return.
SWNRX
2.79%
0.32%
4.79%
14.73%
6.07%
5.59%
MSTR
20.13%
5.43%
106.50%
603.58%
87.36%
36.06%
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Risk-Adjusted Performance
SWNRX vs. MSTR — Risk-Adjusted Performance Rank
SWNRX
MSTR
SWNRX vs. MSTR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2050 Fund (SWNRX) and MicroStrategy Incorporated (MSTR). 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
SWNRX vs. MSTR - Dividend Comparison
SWNRX's dividend yield for the trailing twelve months is around 1.82%, while MSTR has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWNRX Schwab Target 2050 Fund | 1.82% | 1.87% | 1.89% | 1.76% | 2.99% | 1.07% | 1.94% | 2.62% | 2.58% | 1.49% | 1.95% | 2.38% |
MSTR MicroStrategy Incorporated | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SWNRX vs. MSTR - Drawdown Comparison
The maximum SWNRX drawdown since its inception was -33.04%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for SWNRX and MSTR. For additional features, visit the drawdowns tool.
Volatility
SWNRX vs. MSTR - Volatility Comparison
The current volatility for Schwab Target 2050 Fund (SWNRX) is 3.99%, while MicroStrategy Incorporated (MSTR) has a volatility of 27.93%. This indicates that SWNRX experiences smaller price fluctuations and is considered to be less risky than MSTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.