SWYNX vs. SWYOX

The year-to-date returns for both investments are quite close, with SWYNX having a 5.09% return and SWYOX slightly higher at 5.18%.

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Both SWYNX and SWYOX have an expense ratio of 0.04%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2060 Index Fund (SWYNX) and Schwab Target 2065 Index Fund (SWYOX). 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.

The current SWYNX Sharpe Ratio is 0.75, which is comparable to the SWYOX Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of SWYNX and SWYOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SWYNX's dividend yield for the trailing twelve months is around 1.88%, more than SWYOX's 1.67% yield.

The maximum SWYNX drawdown since its inception was -33.36%, which is greater than SWYOX's maximum drawdown of -26.02%. Use the drawdown chart below to compare losses from any high point for SWYNX and SWYOX.

Schwab Target 2060 Index Fund (SWYNX) and Schwab Target 2065 Index Fund (SWYOX) have volatilities of 3.49% and 3.61%, 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.