SWQRX vs. VLXVX

In the year-to-date period, SWQRX achieves a 3.89% return, which is significantly lower than VLXVX's 4.19% return.

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SWQRX has a 0.00% expense ratio, which is lower than VLXVX's 0.08% 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 Vanguard Target Retirement 2065 Fund (VLXVX). 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 VLXVX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of SWQRX and VLXVX, 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 VLXVX's 2.02% yield.

The maximum SWQRX drawdown since its inception was -28.26%, smaller than the maximum VLXVX drawdown of -31.42%. Use the drawdown chart below to compare losses from any high point for SWQRX and VLXVX.

Schwab Target 2065 Fund (SWQRX) has a higher volatility of 3.17% compared to Vanguard Target Retirement 2065 Fund (VLXVX) at 2.97%. This indicates that SWQRX's price experiences larger fluctuations and is considered to be riskier than VLXVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.