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.
Key characteristics
| SWYMX | SWNRX | |
|---|---|---|
| YTD Return | 16.85% | 16.48% |
| 1Y Return | 28.66% | 28.03% |
| 3Y Return (Ann) | 4.99% | 4.01% |
| 5Y Return (Ann) | 10.26% | 9.88% |
| Sharpe Ratio | 2.56 | 2.46 |
| Sortino Ratio | 3.45 | 3.27 |
| Omega Ratio | 1.52 | 1.50 |
| Calmar Ratio | 2.75 | 2.25 |
| Martin Ratio | 17.74 | 16.64 |
| Ulcer Index | 1.61% | 1.68% |
| Daily Std Dev | 11.15% | 11.38% |
| Max Drawdown | -31.80% | -32.87% |
| Current Drawdown | -0.82% | -0.84% |
Correlation
The correlation between SWYMX and SWNRX is 0.98, 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
SWYMX vs. SWNRX - Performance Comparison
The year-to-date returns for both stocks are quite close, with SWYMX having a 16.85% return and SWNRX slightly lower at 16.48%. 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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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 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.
Dividends
SWYMX vs. SWNRX - Dividend Comparison
SWYMX's dividend yield for the trailing twelve months is around 1.71%, more than SWNRX's 1.62% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWYMX Schwab Target 2050 Index Fund | 1.71% | 2.00% | 1.96% | 1.74% | 1.61% | 1.96% | 2.15% | 1.43% | 1.22% | 0.00% | 0.00% | 0.00% |
SWNRX Schwab Target 2050 Fund | 1.62% | 1.89% | 1.76% | 2.99% | 1.07% | 1.94% | 2.62% | 2.58% | 1.49% | 1.95% | 2.38% | 1.51% |
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. For additional features, visit the drawdowns tool.
Volatility
SWYMX vs. SWNRX - Volatility Comparison
Schwab Target 2050 Index Fund (SWYMX) and Schwab Target 2050 Fund (SWNRX) have volatilities of 2.98% and 3.02%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.