SWPRX vs. TWCUX
Compare and contrast key facts about Schwab Target 2060 Fund (SWPRX) and American Century Ultra Fund (TWCUX).
SWPRX is managed by Charles Schwab. It was launched on Aug 24, 2016. TWCUX is managed by American Century Investments. It was launched on Nov 2, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWPRX or TWCUX.
Key characteristics
| SWPRX | TWCUX | |
|---|---|---|
| YTD Return | 17.80% | 29.39% |
| 1Y Return | 31.14% | 35.42% |
| 3Y Return (Ann) | 4.13% | 0.71% |
| 5Y Return (Ann) | 10.25% | 13.52% |
| Sharpe Ratio | 2.55 | 1.89 |
| Sortino Ratio | 3.37 | 2.43 |
| Omega Ratio | 1.52 | 1.35 |
| Calmar Ratio | 2.16 | 1.35 |
| Martin Ratio | 17.28 | 8.47 |
| Ulcer Index | 1.75% | 4.05% |
| Daily Std Dev | 11.84% | 18.20% |
| Max Drawdown | -34.43% | -72.83% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between SWPRX and TWCUX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SWPRX vs. TWCUX - Performance Comparison
In the year-to-date period, SWPRX achieves a 17.80% return, which is significantly lower than TWCUX's 29.39% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SWPRX vs. TWCUX - Expense Ratio Comparison
SWPRX has a 0.00% expense ratio, which is lower than TWCUX's 0.93% expense ratio.
Risk-Adjusted Performance
SWPRX vs. TWCUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2060 Fund (SWPRX) and American Century Ultra Fund (TWCUX). 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
SWPRX vs. TWCUX - Dividend Comparison
SWPRX's dividend yield for the trailing twelve months is around 1.56%, while TWCUX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWPRX Schwab Target 2060 Fund | 1.56% | 1.84% | 1.65% | 2.93% | 0.94% | 1.82% | 2.58% | 2.42% | 1.11% | 0.00% | 0.00% | 0.00% |
TWCUX American Century Ultra Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.17% | 0.29% | 0.24% | 0.34% | 0.30% |
Drawdowns
SWPRX vs. TWCUX - Drawdown Comparison
The maximum SWPRX drawdown since its inception was -34.43%, smaller than the maximum TWCUX drawdown of -72.83%. Use the drawdown chart below to compare losses from any high point for SWPRX and TWCUX. For additional features, visit the drawdowns tool.
Volatility
SWPRX vs. TWCUX - Volatility Comparison
The current volatility for Schwab Target 2060 Fund (SWPRX) is 3.17%, while American Century Ultra Fund (TWCUX) has a volatility of 5.25%. This indicates that SWPRX experiences smaller price fluctuations and is considered to be less risky than TWCUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.