SWYLX vs. TBCIX
Compare and contrast key facts about Schwab Target 2020 Index Fund (SWYLX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
SWYLX is managed by Charles Schwab. It was launched on Aug 24, 2016. TBCIX is managed by T. Rowe Price.
Performance
SWYLX vs. TBCIX - Performance Comparison
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SWYLX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWYLX Schwab Target 2020 Index Fund | -1.95% | 12.23% | 8.03% | 13.15% | -13.79% | 8.06% | 11.04% | 16.21% | -3.08% | 12.11% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -14.54% | 18.94% | 48.73% | 49.61% | -38.48% | 18.30% | 34.90% | 30.30% | 2.13% | 36.68% |
Returns By Period
In the year-to-date period, SWYLX achieves a -1.95% return, which is significantly higher than TBCIX's -14.54% return.
SWYLX
- 1D
- 0.15%
- 1M
- -4.49%
- YTD
- -1.95%
- 6M
- -0.26%
- 1Y
- 9.04%
- 3Y*
- 8.68%
- 5Y*
- 4.46%
- 10Y*
- —
TBCIX
- 1D
- -0.35%
- 1M
- -8.84%
- YTD
- -14.54%
- 6M
- -12.75%
- 1Y
- 11.84%
- 3Y*
- 24.77%
- 5Y*
- 10.38%
- 10Y*
- 15.65%
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SWYLX vs. TBCIX - Expense Ratio Comparison
SWYLX has a 0.04% expense ratio, which is lower than TBCIX's 0.56% expense ratio.
Return for Risk
SWYLX vs. TBCIX — Risk / Return Rank
SWYLX
TBCIX
SWYLX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2020 Index Fund (SWYLX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX). 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.
| SWYLX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.54 | +0.68 |
Sortino ratioReturn per unit of downside risk | 1.74 | 0.94 | +0.80 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.13 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 0.50 | +1.09 |
Martin ratioReturn relative to average drawdown | 7.19 | 1.75 | +5.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SWYLX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 0.54 | +0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.44 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.69 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.66 | +0.07 |
Correlation
The correlation between SWYLX and TBCIX is 0.79, 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.
Dividends
SWYLX vs. TBCIX - Dividend Comparison
SWYLX's dividend yield for the trailing twelve months is around 5.82%, less than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
SWYLX Schwab Target 2020 Index Fund | 5.82% | 5.70% | 4.82% | 2.61% | 2.48% | 2.44% | 1.77% | 2.12% | 2.29% | 1.21% | 0.67% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 6.09% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% |
Drawdowns
SWYLX vs. TBCIX - Drawdown Comparison
The maximum SWYLX drawdown since its inception was -20.63%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for SWYLX and TBCIX.
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Drawdown Indicators
| SWYLX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.63% | -43.26% | +22.63% |
Max Drawdown (1Y)Largest decline over 1 year | -5.58% | -16.96% | +11.38% |
Max Drawdown (5Y)Largest decline over 5 years | -20.63% | -43.26% | +22.63% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.26% | — |
Current DrawdownCurrent decline from peak | -4.56% | -16.96% | +12.40% |
Average DrawdownAverage peak-to-trough decline | -3.53% | -8.15% | +4.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.24% | 4.87% | -3.63% |
Volatility
SWYLX vs. TBCIX - Volatility Comparison
The current volatility for Schwab Target 2020 Index Fund (SWYLX) is 2.64%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. This indicates that SWYLX experiences smaller price fluctuations and is considered to be less risky than TBCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWYLX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.64% | 5.58% | -2.94% |
Volatility (6M)Calculated over the trailing 6-month period | 4.29% | 11.76% | -7.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.70% | 22.49% | -14.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.39% | 23.88% | -15.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.27% | 22.69% | -14.42% |