SWYNX vs. SWORX
Compare and contrast key facts about Schwab Target 2060 Index Fund (SWYNX) and Schwab Target 2055 Fund (SWORX).
SWYNX is managed by Charles Schwab. It was launched on Aug 24, 2016. SWORX is managed by Charles Schwab. It was launched on Jan 22, 2013.
Performance
SWYNX vs. SWORX - Performance Comparison
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SWYNX vs. SWORX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWYNX Schwab Target 2060 Index Fund | -3.91% | 20.19% | 14.71% | 23.96% | -17.93% | 18.84% | 14.88% | 26.10% | -9.98% | 20.36% |
SWORX Schwab Target 2055 Fund | -4.00% | 20.10% | 14.04% | 20.77% | -19.88% | 18.22% | 15.33% | 25.61% | -10.25% | 20.48% |
Returns By Period
The year-to-date returns for both stocks are quite close, with SWYNX having a -3.91% return and SWORX slightly lower at -4.00%.
SWYNX
- 1D
- -0.28%
- 1M
- -8.40%
- YTD
- -3.91%
- 6M
- -1.11%
- 1Y
- 16.40%
- 3Y*
- 15.46%
- 5Y*
- 8.73%
- 10Y*
- —
SWORX
- 1D
- -0.32%
- 1M
- -8.94%
- YTD
- -4.00%
- 6M
- -1.23%
- 1Y
- 16.31%
- 3Y*
- 14.07%
- 5Y*
- 7.43%
- 10Y*
- 9.88%
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SWYNX vs. SWORX - Expense Ratio Comparison
SWYNX has a 0.04% expense ratio, which is higher than SWORX'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%.
Return for Risk
SWYNX vs. SWORX — Risk / Return Rank
SWYNX
SWORX
SWYNX vs. SWORX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2060 Index Fund (SWYNX) and Schwab Target 2055 Fund (SWORX). 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.
| SWYNX | SWORX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.05 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.54 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 1.31 | -0.01 |
Martin ratioReturn relative to average drawdown | 6.20 | 5.98 | +0.22 |
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
| SWYNX | SWORX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.05 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.46 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.61 | +0.03 |
Correlation
The correlation between SWYNX and SWORX is 0.97, 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
SWYNX vs. SWORX - Dividend Comparison
SWYNX's dividend yield for the trailing twelve months is around 2.00%, less than SWORX's 4.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWYNX Schwab Target 2060 Index Fund | 2.00% | 1.92% | 1.97% | 4.00% | 1.96% | 1.77% | 1.66% | 1.99% | 0.00% | 1.45% | 0.00% | 0.00% |
SWORX Schwab Target 2055 Fund | 4.61% | 4.43% | 3.44% | 3.31% | 8.42% | 5.25% | 2.23% | 5.15% | 6.43% | 2.74% | 5.19% | 5.85% |
Drawdowns
SWYNX vs. SWORX - Drawdown Comparison
The maximum SWYNX drawdown since its inception was -31.91%, roughly equal to the maximum SWORX drawdown of -32.13%. Use the drawdown chart below to compare losses from any high point for SWYNX and SWORX.
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Drawdown Indicators
| SWYNX | SWORX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.91% | -32.13% | +0.22% |
Max Drawdown (1Y)Largest decline over 1 year | -11.43% | -11.07% | -0.36% |
Max Drawdown (5Y)Largest decline over 5 years | -25.90% | -31.07% | +5.17% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.13% | — |
Current DrawdownCurrent decline from peak | -9.01% | -9.42% | +0.41% |
Average DrawdownAverage peak-to-trough decline | -4.96% | -5.58% | +0.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 2.42% | -0.03% |
Volatility
SWYNX vs. SWORX - Volatility Comparison
Schwab Target 2060 Index Fund (SWYNX) and Schwab Target 2055 Fund (SWORX) have volatilities of 4.97% and 4.99%, 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.
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Volatility by Period
| SWYNX | SWORX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.97% | 4.99% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 8.88% | 8.96% | -0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.01% | 15.57% | +0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.29% | 16.39% | -1.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.63% | 16.60% | +0.03% |