SWNRX vs. SWYMX

The year-to-date returns for both stocks are quite close, with SWNRX having a 1.30% return and SWYMX slightly lower at 1.24%.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

SWNRX has a 0.00% expense ratio, which is lower than SWYMX's 0.04% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2050 Fund (SWNRX) and Schwab Target 2050 Index Fund (SWYMX). 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 SWYMX Sharpe Ratio of 0.60. The chart below compares the historical Sharpe Ratios of SWNRX and SWYMX, 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%, less than SWYMX's 2.01% yield.

The maximum SWNRX drawdown since its inception was -33.04%, roughly equal to the maximum SWYMX drawdown of -31.80%. Use the drawdown chart below to compare losses from any high point for SWNRX and SWYMX. For additional features, visit the drawdowns tool.