SWYEX vs. AAPL
Compare and contrast key facts about Schwab Target 2030 Index Fund (SWYEX) and Apple Inc (AAPL).
SWYEX is managed by Schwab Funds. It was launched on Aug 24, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWYEX or AAPL.
Key characteristics
| SWYEX | AAPL | |
|---|---|---|
| YTD Return | 12.15% | 17.50% |
| 1Y Return | 19.37% | 20.69% |
| 3Y Return (Ann) | 3.25% | 15.16% |
| 5Y Return (Ann) | 7.52% | 28.54% |
| Sharpe Ratio | 2.66 | 1.00 |
| Sortino Ratio | 3.79 | 1.56 |
| Omega Ratio | 1.55 | 1.19 |
| Calmar Ratio | 2.63 | 1.35 |
| Martin Ratio | 17.89 | 3.17 |
| Ulcer Index | 1.22% | 7.07% |
| Daily Std Dev | 8.18% | 22.46% |
| Max Drawdown | -23.92% | -81.80% |
| Current Drawdown | -0.73% | -4.70% |
Correlation
The correlation between SWYEX and AAPL is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SWYEX vs. AAPL - Performance Comparison
In the year-to-date period, SWYEX achieves a 12.15% return, which is significantly lower than AAPL's 17.50% 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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Risk-Adjusted Performance
SWYEX vs. AAPL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2030 Index Fund (SWYEX) and Apple Inc (AAPL). 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
SWYEX vs. AAPL - Dividend Comparison
SWYEX's dividend yield for the trailing twelve months is around 2.04%, more than AAPL's 0.44% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWYEX Schwab Target 2030 Index Fund | 2.04% | 2.29% | 2.14% | 1.72% | 1.70% | 1.92% | 2.23% | 1.31% | 1.02% | 0.00% | 0.00% | 0.00% |
AAPL Apple Inc | 0.44% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
Drawdowns
SWYEX vs. AAPL - Drawdown Comparison
The maximum SWYEX drawdown since its inception was -23.92%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for SWYEX and AAPL. For additional features, visit the drawdowns tool.
Volatility
SWYEX vs. AAPL - Volatility Comparison
The current volatility for Schwab Target 2030 Index Fund (SWYEX) is 2.13%, while Apple Inc (AAPL) has a volatility of 4.82%. This indicates that SWYEX experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.