SWYFX vs. SWVXX
Compare and contrast key facts about Schwab Target 2035 Index Fund (SWYFX) and Schwab Value Advantage Money Fund (SWVXX).
SWYFX 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: SWYFX or SWVXX.
Key characteristics
| SWYFX | SWVXX | |
|---|---|---|
| YTD Return | 14.68% | 3.90% |
| 1Y Return | 26.23% | 5.06% |
| 3Y Return (Ann) | 4.06% | 3.48% |
| 5Y Return (Ann) | 8.70% | 2.25% |
| Sharpe Ratio | 2.76 | 3.48 |
| Ulcer Index | 1.35% | 0.00% |
| Daily Std Dev | 9.17% | 1.45% |
| Max Drawdown | -26.50% | 0.00% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between SWYFX and SWVXX is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SWYFX vs. SWVXX - Performance Comparison
In the year-to-date period, SWYFX achieves a 14.68% return, which is significantly higher than SWVXX's 3.90% 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
SWYFX vs. SWVXX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2035 Index Fund (SWYFX) and Schwab Value Advantage Money Fund (SWVXX). 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.
Drawdowns
SWYFX vs. SWVXX - Drawdown Comparison
The maximum SWYFX drawdown since its inception was -26.50%, which is greater than SWVXX's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for SWYFX and SWVXX. For additional features, visit the drawdowns tool.
Volatility
SWYFX vs. SWVXX - Volatility Comparison
Schwab Target 2035 Index Fund (SWYFX) has a higher volatility of 2.49% compared to Schwab Value Advantage Money Fund (SWVXX) at 0.42%. This indicates that SWYFX's price experiences larger fluctuations and is considered to be riskier than SWVXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.