SWYJX vs. APPLX
Compare and contrast key facts about Schwab Target 2055 Index Fund (SWYJX) and Appleseed Fund (APPLX).
SWYJX is managed by Schwab Funds. It was launched on Aug 24, 2016. APPLX is managed by Appleseed Fund. It was launched on Dec 7, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWYJX or APPLX.
Key characteristics
| SWYJX | APPLX | |
|---|---|---|
| YTD Return | 18.20% | 8.47% |
| 1Y Return | 31.62% | 23.86% |
| 3Y Return (Ann) | 5.36% | -3.99% |
| 5Y Return (Ann) | 10.63% | 4.42% |
| Sharpe Ratio | 2.69 | 1.83 |
| Sortino Ratio | 3.58 | 2.59 |
| Omega Ratio | 1.54 | 1.34 |
| Calmar Ratio | 2.68 | 0.80 |
| Martin Ratio | 18.64 | 9.99 |
| Ulcer Index | 1.64% | 2.31% |
| Daily Std Dev | 11.39% | 12.64% |
| Max Drawdown | -32.63% | -47.08% |
| Current Drawdown | -0.10% | -11.97% |
Correlation
The correlation between SWYJX and APPLX is 0.73, 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.
Performance
SWYJX vs. APPLX - Performance Comparison
In the year-to-date period, SWYJX achieves a 18.20% return, which is significantly higher than APPLX's 8.47% 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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SWYJX vs. APPLX - Expense Ratio Comparison
SWYJX has a 0.04% expense ratio, which is lower than APPLX's 1.14% expense ratio.
Risk-Adjusted Performance
SWYJX vs. APPLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2055 Index Fund (SWYJX) and Appleseed Fund (APPLX). 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
SWYJX vs. APPLX - Dividend Comparison
SWYJX's dividend yield for the trailing twelve months is around 1.69%, less than APPLX's 1.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWYJX Schwab Target 2055 Index Fund | 1.69% | 1.99% | 1.93% | 1.74% | 1.60% | 1.96% | 2.17% | 1.47% | 1.25% | 0.00% | 0.00% | 0.00% |
APPLX Appleseed Fund | 1.80% | 1.96% | 0.00% | 1.02% | 1.46% | 2.68% | 0.07% | 0.63% | 1.47% | 0.00% | 0.00% | 0.02% |
Drawdowns
SWYJX vs. APPLX - Drawdown Comparison
The maximum SWYJX drawdown since its inception was -32.63%, smaller than the maximum APPLX drawdown of -47.08%. Use the drawdown chart below to compare losses from any high point for SWYJX and APPLX. For additional features, visit the drawdowns tool.
Volatility
SWYJX vs. APPLX - Volatility Comparison
The current volatility for Schwab Target 2055 Index Fund (SWYJX) is 3.06%, while Appleseed Fund (APPLX) has a volatility of 3.90%. This indicates that SWYJX experiences smaller price fluctuations and is considered to be less risky than APPLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.