Correlation
The correlation between SWYMX and SWNRX is 0.95, 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.
SWYMX vs. SWNRX
Compare and contrast key facts about Schwab Target 2050 Index Fund (SWYMX) and Schwab Target 2050 Fund (SWNRX).
SWYMX is managed by Schwab Funds. It was launched on Aug 24, 2016. SWNRX is managed by Charles Schwab. It was launched on Jan 22, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWYMX or SWNRX.
Performance
SWYMX vs. SWNRX - Performance Comparison
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Key characteristics
SWYMX:
0.81
SWNRX:
0.73
SWYMX:
1.14
SWNRX:
1.00
SWYMX:
1.16
SWNRX:
1.14
SWYMX:
0.79
SWNRX:
0.68
SWYMX:
3.47
SWNRX:
2.92
SWYMX:
3.40%
SWNRX:
3.50%
SWYMX:
15.90%
SWNRX:
15.80%
SWYMX:
-31.80%
SWNRX:
-32.87%
SWYMX:
-0.61%
SWNRX:
-0.56%
Returns By Period
The year-to-date returns for both investments are quite close, with SWYMX having a 4.46% return and SWNRX slightly higher at 4.57%.
SWYMX
4.46%
4.80%
0.98%
12.82%
10.63%
11.86%
N/A
SWNRX
4.57%
4.82%
1.23%
11.38%
10.29%
11.36%
8.06%
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SWYMX vs. SWNRX - Expense Ratio Comparison
SWYMX has a 0.04% expense ratio, which is higher than SWNRX's 0.00% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SWYMX vs. SWNRX — Risk-Adjusted Performance Rank
SWYMX
SWNRX
SWYMX vs. SWNRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2050 Index Fund (SWYMX) and Schwab Target 2050 Fund (SWNRX). 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
SWYMX vs. SWNRX - Dividend Comparison
SWYMX's dividend yield for the trailing twelve months is around 1.95%, less than SWNRX's 3.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWYMX Schwab Target 2050 Index Fund | 1.95% | 2.03% | 2.00% | 1.96% | 1.78% | 1.66% | 1.96% | 2.15% | 1.43% | 1.22% | 0.00% | 0.00% |
SWNRX Schwab Target 2050 Fund | 3.19% | 3.33% | 3.38% | 8.27% | 5.97% | 2.35% | 4.95% | 6.56% | 2.75% | 5.33% | 5.80% | 3.68% |
Drawdowns
SWYMX vs. SWNRX - Drawdown Comparison
The maximum SWYMX drawdown since its inception was -31.80%, roughly equal to the maximum SWNRX drawdown of -32.87%. Use the drawdown chart below to compare losses from any high point for SWYMX and SWNRX.
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Volatility
SWYMX vs. SWNRX - Volatility Comparison
Schwab Target 2050 Index Fund (SWYMX) has a higher volatility of 3.63% compared to Schwab Target 2050 Fund (SWNRX) at 3.35%. This indicates that SWYMX's price experiences larger fluctuations and is considered to be riskier than SWNRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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