VTEX vs. SWNTX
VTEX (VTEX) is a stock, while SWNTX (Schwab Tax-Free Bond Fund™) is Municipal Bonds fund managed by Charles Schwab. Over the past 3 years, VTEX returned -7.75%/yr vs 3.39%/yr for SWNTX. At a 0.10 correlation, their price movements are largely independent.
Performance
VTEX vs. SWNTX - Performance Comparison
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Returns By Period
In the year-to-date period, VTEX achieves a -4.79% return, which is significantly lower than SWNTX's 1.42% return.
VTEX
- 1D
- -0.83%
- 1M
- 0.00%
- YTD
- -4.79%
- 6M
- -4.53%
- 1Y
- -43.97%
- 3Y*
- -7.75%
- 5Y*
- —
- 10Y*
- —
SWNTX
- 1D
- 0.09%
- 1M
- 1.48%
- YTD
- 1.42%
- 6M
- 1.82%
- 1Y
- 6.36%
- 3Y*
- 3.39%
- 5Y*
- 0.60%
- 10Y*
- 1.64%
VTEX vs. SWNTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VTEX VTEX | -4.79% | -36.16% | -14.39% | 83.47% | -65.02% | -57.29% |
SWNTX Schwab Tax-Free Bond Fund™ | 1.42% | 4.20% | 1.57% | 5.09% | -8.57% | -0.74% |
Correlation
The correlation between VTEX and SWNTX is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Jul 21, 2021 | 0.10 |
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Return for Risk
VTEX vs. SWNTX — Risk / Return Rank
VTEX
SWNTX
VTEX vs. SWNTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VTEX (VTEX) and Schwab Tax-Free Bond Fund™ (SWNTX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VTEX | SWNTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.49 | ||
| Sortino ratioReturn per unit of downside risk | -5.23 | ||
| Omega ratioGain probability vs. loss probability | 0.85 | 1.69 | -0.84 |
| Calmar ratioReturn relative to maximum drawdown | -0.77 | 2.22 | -2.99 |
| Martin ratioReturn relative to average drawdown | -1.10 | 7.25 | -8.35 |
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Drawdowns
VTEX vs. SWNTX - Drawdown Comparison
The maximum VTEX drawdown since its inception was -91.38%, which is greater than SWNTX's maximum drawdown of -13.26%. Use the drawdown chart below to compare losses from any high point for VTEX and SWNTX.
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Drawdown Indicators
| VTEX | SWNTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.38% | -13.26% | -78.12% |
Max Drawdown (1Y)Largest decline over 1 year | -57.54% | -2.88% | -54.66% |
Max Drawdown (3Y)Largest decline over 3 years | -69.50% | -4.85% | -64.65% |
Max Drawdown (5Y)Largest decline over 5 years | — | -13.26% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -13.26% | — |
Current DrawdownCurrent decline from peak | -88.90% | -0.70% | -88.20% |
Average DrawdownAverage peak-to-trough decline | -79.08% | -1.89% | -77.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 40.19% | 0.88% | +39.31% |
Volatility
VTEX vs. SWNTX - Volatility Comparison
VTEX (VTEX) has a higher volatility of 14.75% compared to Schwab Tax-Free Bond Fund™ (SWNTX) at 0.74%. This indicates that VTEX's price experiences larger fluctuations and is considered to be riskier than SWNTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VTEX | SWNTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.75% | 0.74% | +14.01% |
Volatility (6M)Calculated over the trailing 6-month period | 33.01% | 1.85% | +31.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 51.91% | 2.42% | +49.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 61.03% | 3.49% | +57.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 61.03% | 3.57% | +57.46% |
Dividends
VTEX vs. SWNTX - Dividend Comparison
VTEX has not paid dividends to shareholders, while SWNTX's dividend yield for the trailing twelve months is around 3.45%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWNTX Schwab Tax-Free Bond Fund™ | 3.45% | 3.78% | 3.20% | 2.54% | 1.73% | 1.62% | 2.34% | 2.58% | 2.41% | 2.21% | 3.14% | 2.71% |
VTEX VTEX | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VTEX and SWNTX have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VTEX has higher volatility (14.75%) compared to SWNTX (0.74%). In terms of maximum drawdown, VTEX dropped -91.38% vs SWNTX's -13.26%.
SWNTX currently has the higher Sharpe Ratio (2.64 vs -0.85), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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