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Straits Times Index
3,296.89
+4.20
(+0.13%)
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Schwab Monthly Income Target Payout (SWJRX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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9.63
+0.02
(+0.21%)
At close: 08:05AM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★★
Number of years up
12
Number of years down
3
Best 1-yr total return (29 Apr 2024)
16.41%
Worst 1-yr total return (29 Apr 2024)
N/A
Risk statistics
3 years
SWJRX
Category average
5 years
SWJRX
Category average
10 years
SWJRX
Category average
Alpha
-1.85
-0.01
-2.12
-0.01
-1.37
-0
BETA
0.85
0.01
0.84
0.01
0.83
0.01
Mean annual return
0.12
0.01
0.34
0.01
0.34
0.01
R-squared
96.88
0.92
96.88
0.91
96.16
0.91
Standard deviation
10.77
0.1
10.57
0.08
8.36
0.07
Sharpe ratio
-0.14
0.01
0.19
0.01
0.31
0.01
Treynor ratio
-2.43
0.09
1.72
0.08
2.76
0.07
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