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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.
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 (13 May 2024)
13.79%
Worst 1-yr total return (13 May 2024)
N/A
Risk statistics
3 years
SWKRX
Category average
5 years
SWKRX
Category average
10 years
SWKRX
Category average
Alpha
-2.37
-0.01
-2.38
-0.01
-1.48
-0
BETA
0.82
0.01
0.72
0.01
0.69
0.01
Mean annual return
-0.06
0.01
0.21
0.01
0.25
0.01
R-squared
94.99
0.92
92.2
0.91
90.41
0.91
Standard deviation
10.55
0.1
9.44
0.08
7.21
0.07
Sharpe ratio
-0.36
0.01
0.04
0.01
0.21
0.01
Treynor ratio
-5.3
0.09
-0.1
0.08
1.86
0.07
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