SWYEX vs. VWINX

In the year-to-date period, SWYEX achieves a 1.46% return, which is significantly lower than VWINX's 1.72% return.

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SWYEX has a 0.04% expense ratio, which is lower than VWINX's 0.23% 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 2030 Index Fund (SWYEX) and Vanguard Wellesley Income Fund Investor Shares (VWINX). 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 SWYEX Sharpe Ratio is 0.77, which is comparable to the VWINX Sharpe Ratio of 0.86. The chart below compares the historical Sharpe Ratios of SWYEX and VWINX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SWYEX's dividend yield for the trailing twelve months is around 2.56%, less than VWINX's 6.64% yield.

The maximum SWYEX drawdown since its inception was -23.92%, which is greater than VWINX's maximum drawdown of -21.72%. Use the drawdown chart below to compare losses from any high point for SWYEX and VWINX. For additional features, visit the drawdowns tool.