SWNRX vs. MSTR

In the year-to-date period, SWNRX achieves a 1.30% return, which is significantly lower than MSTR's 43.65% return. Over the past 10 years, SWNRX has underperformed MSTR with an annualized return of 4.80%, while MSTR has yielded a comparatively higher 37.18% annualized return.

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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.

The current SWNRX Sharpe Ratio is 0.42, which is lower than the MSTR Sharpe Ratio of 2.31. The chart below compares the historical Sharpe Ratios of SWNRX and MSTR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SWNRX's dividend yield for the trailing twelve months is around 1.84%, while MSTR has not paid dividends to shareholders.

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.