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Schwab Monthly Income Flexible Payout (SWKRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.78-0.07 (-0.71%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.82%
5-year average return2.14%
Number of years up13
Number of years down2
Best 1-yr total return (29 Apr 2024)13.79%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return13.79%
Worst 3-yr total return-0.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSWKRXCategory
YTD1.39%5.91%
1-month2.00%0.61%
3-month1.39%4.02%
1-year7.60%18.59%
3-year0.48%8.56%
5-year3.00%7.44%
10-year3.21%6.20%
Last bull market12.19%11.89%
Last bear market-6.93%-8.23%

Annual total return (%) history

Year
SWKRXCategory
2024
N/AN/A
2023
8.50%N/A
2022
-12.50%N/A
2021
5.73%N/A
2020
6.11%8.86%
2019
13.79%14.81%
2018
-4.20%-5.04%
2017
8.19%9.86%
2016
3.69%6.62%
2015
0.02%-2.32%
2014
5.76%4.02%
2013
5.31%7.23%
2012
6.70%9.40%
2011
4.69%1.70%
2010
8.66%10.03%
2009
12.60%20.77%
2008
N/A-18.61%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.39%N/AN/AN/A
20232.23%0.70%-2.99%8.64%
2022-5.76%-6.93%-7.29%7.61%
20210.32%3.23%-0.15%2.25%
2020-7.69%6.95%1.97%5.40%
20195.98%3.00%1.73%2.47%
2018-1.49%0.04%0.72%-3.47%
20172.18%1.89%2.26%1.62%
20161.46%1.72%1.61%-1.11%
20151.76%-1.00%-2.09%1.40%
20141.85%2.64%-0.82%2.01%
20131.83%-1.14%2.38%2.17%
20123.17%0.37%2.39%0.63%
20111.40%1.99%-1.82%3.11%
20102.50%-0.86%5.32%1.53%
2009-2.91%6.48%6.95%1.84%
2008-1.32%-3.35%-5.33%N/A

Rank in category (by total return)

YTD95
1-month38
3-month95
1-year87
3-year89
5-year92

Load adjusted returns

1-year7.60%
3-year0.48%
5-year3.00%
10-year3.21%