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Schwab Monthly Income Target Payout (SWJRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.77-0.01 (-0.10%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.29%
5-year average return3.04%
Number of years up12
Number of years down3
Best 1-yr total return (13 Jun 2024)16.41%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return16.41%
Worst 3-yr total return0.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSWJRXCategory
YTD0.60%5.91%
1-month2.40%0.61%
3-month1.13%4.02%
1-year8.72%18.59%
3-year-0.57%8.56%
5-year3.57%7.44%
10-year3.48%6.20%
Last bull market13.03%11.89%
Last bear market-8.04%-8.23%

Annual total return (%) history

Year
SWJRXCategory
2024
N/AN/A
2023
8.58%N/A
2022
-12.85%N/A
2021
9.23%N/A
2020
5.32%8.86%
2019
16.41%14.81%
2018
-6.31%-5.04%
2017
10.80%9.86%
2016
4.58%6.62%
2015
-0.24%-2.32%
2014
6.09%4.02%
2013
9.10%7.23%
2012
8.86%9.40%
2011
2.96%1.70%
2010
10.35%10.03%
2009
15.76%20.77%
2008
N/A-18.61%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.39%N/AN/AN/A
20232.26%0.74%-2.93%8.58%
2022-5.79%-8.04%-6.50%7.59%
20212.05%3.88%-0.25%3.30%
2020-12.37%8.86%2.62%7.58%
20197.63%2.95%1.46%3.55%
2018-1.66%0.17%1.05%-5.87%
20172.92%2.10%3.05%2.32%
20161.11%1.67%2.04%-0.30%
20152.01%-1.01%-3.43%2.30%
20141.97%3.08%-1.23%2.19%
20133.15%-0.67%3.08%3.29%
20125.02%-0.32%2.97%0.99%
20112.17%2.03%-5.49%4.52%
20102.90%-2.73%7.10%2.94%
2009-4.90%8.83%8.88%2.72%
2008-1.52%-5.00%-8.37%N/A

Rank in category (by total return)

YTD96
1-month64
3-month90
1-year81
3-year87
5-year83

Load adjusted returns

1-year8.72%
3-year-0.57%
5-year3.57%
10-year3.48%