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.
Correlation
The correlation between SWYJX and APPLX 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
SWYJX vs. APPLX - Performance Comparison
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Key characteristics
SWYJX:
0.72
APPLX:
0.39
SWYJX:
1.18
APPLX:
0.76
SWYJX:
1.17
APPLX:
1.10
SWYJX:
0.82
APPLX:
0.35
SWYJX:
3.61
APPLX:
2.01
SWYJX:
3.51%
APPLX:
3.68%
SWYJX:
16.38%
APPLX:
15.40%
SWYJX:
-32.63%
APPLX:
-47.08%
SWYJX:
-0.15%
APPLX:
-9.25%
Returns By Period
In the year-to-date period, SWYJX achieves a 4.98% return, which is significantly lower than APPLX's 5.74% return.
SWYJX
4.98%
10.17%
4.39%
11.53%
13.02%
N/A
APPLX
5.74%
8.11%
4.88%
5.87%
10.28%
2.86%
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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 Rank
SWYJX
APPLX
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.
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Dividends
SWYJX vs. APPLX - Dividend Comparison
SWYJX's dividend yield for the trailing twelve months is around 1.89%, less than APPLX's 5.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWYJX Schwab Target 2055 Index Fund | 1.89% | 1.99% | 1.99% | 1.93% | 1.74% | 1.60% | 1.96% | 2.17% | 1.47% | 1.25% |
APPLX Appleseed Fund | 5.14% | 5.44% | 1.96% | 0.00% | 1.02% | 1.46% | 2.68% | 0.07% | 0.63% | 1.47% |
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.
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Volatility
SWYJX vs. APPLX - Volatility Comparison
Schwab Target 2055 Index Fund (SWYJX) has a higher volatility of 3.96% compared to Appleseed Fund (APPLX) at 3.16%. This indicates that SWYJX's price experiences larger fluctuations and is considered to be riskier than APPLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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