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Singapore markets open in 4 hours 52 minutes
Straits Times Index
3,292.69
+10.64
(+0.32%)
S&P 500
5,018.39
-17.30
(-0.34%)
Dow
37,903.29
+87.37
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Bitcoin USD
57,016.53
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(-4.56%)
CMC Crypto 200
1,198.07
-141.00
(-10.51%)
Schwab Monthly Income Flexible Payout (SWKRX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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9.78
-0.07
(-0.71%)
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
13
Number of years down
2
Best 1-yr total return (29 Apr 2024)
13.79%
Worst 1-yr total return (29 Apr 2024)
N/A
Risk statistics
3 years
SWKRX
Category average
5 years
SWKRX
Category average
10 years
SWKRX
Category average
Alpha
-2.28
-0.01
-2.25
-0.01
-1.32
-0
BETA
0.82
0.01
0.72
0.01
0.68
0.01
Mean annual return
0.08
0.01
0.28
0.01
0.29
0.01
R-squared
94.95
0.92
92.1
0.91
90.33
0.91
Standard deviation
10.45
0.1
9.32
0.08
7.13
0.07
Sharpe ratio
-0.19
0.01
0.13
0.01
0.27
0.01
Treynor ratio
-3.04
0.09
1.17
0.08
2.53
0.07
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