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Schwab Monthly Income Income Payout (SWLRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.28+0.06 (+0.65%)
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 (25 Mar 2024)11.18%
Worst 1-yr total return (25 Mar 2024)N/A

Risk statistics

3 years
SWLRXCategory average
5 years
SWLRXCategory average
10 years
SWLRXCategory average
Alpha
-3.62-0
-2.26-0.01
-1.220
BETA
0.680.01
0.540.01
0.490.01
Mean annual return
-0.050.01
0.20
0.210
R-squared
91.210.84
79.790.83
74.530.83
Standard deviation
8.790.07
7.460.06
5.60.05
Sharpe ratio
-0.390.01
0.040.01
0.180.01
Treynor ratio
-5.650.1
-0.020.08
1.830.08