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Schwab Monthly Income Flexible Payout (SWKRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.05+0.02 (+0.20%)
As of 08:05AM EDT. Market open.

Risk overview

Morningstar risk rating★★
Number of years up13
Number of years down2
Best 1-yr total return (13 May 2024)13.79%
Worst 1-yr total return (13 May 2024)N/A

Risk statistics

3 years
SWKRXCategory average
5 years
SWKRXCategory average
10 years
SWKRXCategory average
Alpha
-2.37-0.01
-2.38-0.01
-1.48-0
BETA
0.820.01
0.720.01
0.690.01
Mean annual return
-0.060.01
0.210.01
0.250.01
R-squared
94.990.92
92.20.91
90.410.91
Standard deviation
10.550.1
9.440.08
7.210.07
Sharpe ratio
-0.360.01
0.040.01
0.210.01
Treynor ratio
-5.30.09
-0.10.08
1.860.07