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SWLRX: SCHWAB MONTHLY INCOME FUND - MAXIMUM PAYOUT SCHWAB MONTHLY INCOME FUND - MAXIMUM PAYOUT (MUTUAL FUND)
Basic Info 8.99 0.02(0.22%) May 01
Asset Class: | Retirement Income |
MyPlanIQ Rating: | (58%) |
Start Date: | 04/02/2008 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 5.53% |
Expenses | 0.21% |
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Performance Analytics (As of 04/29/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.4 | -1.9 | 3.1 | -1.8 | 1.4 | 2.1 | 3.1 | 2.2 | 7.4 | -12.0 | 2.1 | 6.9 | 11.2 | -2.3 | 5.6 | 3.0 | 0.2 | 5.3 | 1.6 | 4.4 | 4.7 | 5.9 | 4.0 | -8.1 |
Sharpe Ratio | NA | -1.44 | -0.04 | -0.6 | -0.02 | 0.24 | NA | 0.36 | 0.49 | -1.56 | 0.64 | 1.03 | 3.72 | -1.32 | 2.37 | 0.96 | 0.06 | 2.3 | 0.49 | 2.61 | 1.73 | 2.18 | 1.02 | -2.46 |
Draw Down(%) | NA | 3.2 | 6.5 | 18.3 | 18.3 | 18.3 | NA | 18.3 | 7.2 | 17.8 | 2.0 | 9.4 | 1.2 | 3.5 | 1.2 | 3.0 | 3.0 | 1.1 | 3.9 | 0.7 | 1.4 | 2.9 | 4.9 | 11.2 |
Standard Deviation(%) | NA | 5.8 | 6.4 | 6.7 | 6.1 | 4.7 | NA | 4.2 | 6.5 | 8.6 | 3.3 | 6.5 | 2.6 | 2.7 | 2.1 | 2.9 | 3.3 | 2.3 | 3.3 | 1.7 | 2.7 | 2.7 | 3.9 | 4.6 |
Treynor Ratio | NA | -0.08 | 0.0 | -0.05 | 0.0 | 0.02 | NA | 0.03 | 0.03 | -0.17 | 0.03 | 0.11 | 0.18 | -0.07 | 0.08 | 0.05 | 0.0 | 0.09 | 0.02 | 0.15 | 0.14 | 0.17 | 0.14 | -0.44 |
Alpha | NA | -0.02 | -0.01 | -0.01 | -0.01 | 0.0 | NA | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.01 | 0.01 | 0.0 | -0.03 |
Beta | NA | 1.05 | 1.07 | 0.84 | 0.73 | 0.69 | NA | 0.51 | 1.0 | 0.77 | 0.64 | 0.6 | 0.54 | 0.51 | 0.66 | 0.56 | 0.63 | 0.57 | 0.73 | 0.3 | 0.34 | 0.35 | 0.28 | 0.26 |
RSquared | NA | 0.82 | 0.86 | 0.67 | 0.67 | 0.66 | NA | 0.54 | 0.78 | 0.61 | 0.65 | 0.78 | 0.44 | 0.64 | 0.48 | 0.7 | 0.68 | 0.62 | 0.75 | 0.41 | 0.58 | 0.49 | 0.38 | 0.49 |
Yield(%) | N/A | 1.3 | N/A | N/A | N/A | N/A | N/A | N/A | 4.3 | 3.8 | 3.4 | 2.4 | 3.4 | 3.3 | 2.9 | 4.5 | 4.8 | 4.1 | 2.4 | 2.9 | 2.7 | 2.1 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -69.2 | N/A | N/A | N/A | N/A | N/A | N/A | -4.9 | 10.8 | 48.0 | -24.2 | -2.9 | 17.2 | -35.6 | -10.0 | 19.0 | 68.0 | -13.8 | 7.4 | 35.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/28/2008
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