SWQRX vs. SWYOX

In the year-to-date period, SWQRX achieves a 3.89% return, which is significantly higher than SWYOX's 3.64% return.

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SWQRX has a 0.00% expense ratio, which is lower than SWYOX'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 2065 Fund (SWQRX) and Schwab Target 2065 Index Fund (SWYOX). 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 SWQRX Sharpe Ratio is 0.53, which is comparable to the SWYOX Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of SWQRX and SWYOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SWQRX's dividend yield for the trailing twelve months is around 2.81%, more than SWYOX's 1.70% yield.

The maximum SWQRX drawdown since its inception was -28.26%, which is greater than SWYOX's maximum drawdown of -26.02%. Use the drawdown chart below to compare losses from any high point for SWQRX and SWYOX.

The current volatility for Schwab Target 2065 Fund (SWQRX) is 3.17%, while Schwab Target 2065 Index Fund (SWYOX) has a volatility of 3.39%. This indicates that SWQRX experiences smaller price fluctuations and is considered to be less risky than SWYOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.