SWNTX vs. MUB

In the year-to-date period, SWNTX achieves a -1.40% return, which is significantly higher than MUB's -1.50% return. Over the past 10 years, SWNTX has underperformed MUB with an annualized return of 1.68%, while MUB has yielded a comparatively higher 1.98% annualized return.

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SWNTX has a 0.48% expense ratio, which is higher than MUB's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Schwab Tax-Free Bond Fund™ (SWNTX) and iShares National AMT-Free Muni Bond ETF (MUB). 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 SWNTX Sharpe Ratio is 0.38, which is comparable to the MUB Sharpe Ratio of 0.30. The chart below compares the historical Sharpe Ratios of SWNTX and MUB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SWNTX's dividend yield for the trailing twelve months is around 3.29%, more than MUB's 3.15% yield.

The maximum SWNTX drawdown since its inception was -12.60%, smaller than the maximum MUB drawdown of -13.68%. Use the drawdown chart below to compare losses from any high point for SWNTX and MUB.

The current volatility for Schwab Tax-Free Bond Fund™ (SWNTX) is 0.54%, while iShares National AMT-Free Muni Bond ETF (MUB) has a volatility of 1.10%. This indicates that SWNTX experiences smaller price fluctuations and is considered to be less risky than MUB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.