SWSBX vs. RFBSX
Compare and contrast key facts about Schwab Short-Term Bond Index Fund (SWSBX) and Russell Investments Short Duration Bond Fund (RFBSX).
SWSBX is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Government/Credit 1-5 Year Index. It was launched on Feb 23, 2017. RFBSX is managed by Russell. It was launched on Oct 30, 1981.
Performance
SWSBX vs. RFBSX - Performance Comparison
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SWSBX vs. RFBSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWSBX Schwab Short-Term Bond Index Fund | -0.16% | 6.06% | 3.42% | 3.95% | -5.89% | -1.28% | 4.47% | 4.96% | 1.34% | 0.85% |
RFBSX Russell Investments Short Duration Bond Fund | 0.22% | 5.92% | 4.67% | 5.06% | -4.95% | -0.75% | 4.98% | 4.69% | 1.27% | 0.89% |
Returns By Period
In the year-to-date period, SWSBX achieves a -0.16% return, which is significantly lower than RFBSX's 0.22% return.
SWSBX
- 1D
- 0.10%
- 1M
- -0.93%
- YTD
- -0.16%
- 6M
- 0.78%
- 1Y
- 3.74%
- 3Y*
- 3.77%
- 5Y*
- 1.27%
- 10Y*
- —
RFBSX
- 1D
- 0.16%
- 1M
- -0.51%
- YTD
- 0.22%
- 6M
- 1.21%
- 1Y
- 4.20%
- 3Y*
- 4.74%
- 5Y*
- 2.01%
- 10Y*
- 2.33%
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SWSBX vs. RFBSX - Expense Ratio Comparison
SWSBX has a 0.06% expense ratio, which is lower than RFBSX's 0.55% expense ratio.
Return for Risk
SWSBX vs. RFBSX — Risk / Return Rank
SWSBX
RFBSX
SWSBX vs. RFBSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Short-Term Bond Index Fund (SWSBX) and Russell Investments Short Duration Bond Fund (RFBSX). 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.
| SWSBX | RFBSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 2.80 | -1.21 |
Sortino ratioReturn per unit of downside risk | 2.60 | 4.21 | -1.61 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.60 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | 2.71 | 4.09 | -1.37 |
Martin ratioReturn relative to average drawdown | 9.85 | 17.04 | -7.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SWSBX | RFBSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 2.80 | -1.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.99 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.34 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 1.02 | -0.26 |
Correlation
The correlation between SWSBX and RFBSX is 0.79, 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.
Dividends
SWSBX vs. RFBSX - Dividend Comparison
SWSBX's dividend yield for the trailing twelve months is around 3.79%, less than RFBSX's 4.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWSBX Schwab Short-Term Bond Index Fund | 3.79% | 4.09% | 3.66% | 2.36% | 1.11% | 0.97% | 1.82% | 2.41% | 2.12% | 1.56% | 0.00% | 0.00% |
RFBSX Russell Investments Short Duration Bond Fund | 4.62% | 4.85% | 3.91% | 2.83% | 0.68% | 1.72% | 2.23% | 2.43% | 2.32% | 1.33% | 1.73% | 1.48% |
Drawdowns
SWSBX vs. RFBSX - Drawdown Comparison
The maximum SWSBX drawdown since its inception was -9.06%, smaller than the maximum RFBSX drawdown of -9.71%. Use the drawdown chart below to compare losses from any high point for SWSBX and RFBSX.
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Drawdown Indicators
| SWSBX | RFBSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.06% | -9.71% | +0.65% |
Max Drawdown (1Y)Largest decline over 1 year | -1.54% | -1.04% | -0.50% |
Max Drawdown (5Y)Largest decline over 5 years | -9.06% | -7.80% | -1.26% |
Max Drawdown (10Y)Largest decline over 10 years | — | -7.80% | — |
Current DrawdownCurrent decline from peak | -1.13% | -0.62% | -0.51% |
Average DrawdownAverage peak-to-trough decline | -1.81% | -2.22% | +0.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.42% | 0.25% | +0.17% |
Volatility
SWSBX vs. RFBSX - Volatility Comparison
Schwab Short-Term Bond Index Fund (SWSBX) has a higher volatility of 0.73% compared to Russell Investments Short Duration Bond Fund (RFBSX) at 0.60%. This indicates that SWSBX's price experiences larger fluctuations and is considered to be riskier than RFBSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWSBX | RFBSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.73% | 0.60% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 1.49% | 0.92% | +0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.40% | 1.52% | +0.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.95% | 2.04% | +0.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.47% | 1.74% | +0.73% |