SWYNX vs. TRRNX

In the year-to-date period, SWYNX achieves a 5.30% return, which is significantly higher than TRRNX's 5.03% return.

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SWYNX has a 0.04% expense ratio, which is lower than TRRNX's 0.65% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2060 Index Fund (SWYNX) and T. Rowe Price Retirement 2055 Fund (TRRNX). 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 0.72, which is higher than the TRRNX Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of SWYNX and TRRNX, 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 1.87%, more than TRRNX's 1.24% yield.

The maximum SWYNX drawdown since its inception was -33.36%, smaller than the maximum TRRNX drawdown of -55.03%. Use the drawdown chart below to compare losses from any high point for SWYNX and TRRNX. For additional features, visit the drawdowns tool.

Schwab Target 2060 Index Fund (SWYNX) and T. Rowe Price Retirement 2055 Fund (TRRNX) have volatilities of 4.01% and 3.97%, 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.