SWPRX vs. SWYNX

The year-to-date returns for both stocks are quite close, with SWPRX having a 3.68% return and SWYNX slightly lower at 3.52%.

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SWPRX has a 0.00% expense ratio, which is lower than SWYNX'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 2060 Fund (SWPRX) 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.

The current SWPRX Sharpe Ratio is 0.55, which is comparable to the SWYNX Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of SWPRX and SWYNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SWPRX's dividend yield for the trailing twelve months is around 1.69%, less than SWYNX's 1.91% yield.

The maximum SWPRX drawdown since its inception was -34.43%, roughly equal to the maximum SWYNX drawdown of -33.36%. Use the drawdown chart below to compare losses from any high point for SWPRX and SWYNX. For additional features, visit the drawdowns tool.

Schwab Target 2060 Fund (SWPRX) and Schwab Target 2060 Index Fund (SWYNX) have volatilities of 4.53% and 4.74%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.