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Performance Comparison
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Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
SWJRX (SCHWAB MONTHLY INCOME FUND - MODERATE PAYOUT SCHWAB MONTHLY INCOME FUND - MODERATE PAYOUT) 6.12% 9.15% 4.51% 3.34% 3.50% 4.70% NA 3.66%
Data as of 07/09/2025, AR inception is 04/02/2008
More Performance Analytics Comparison
Name Start Date End Date
SWJRX (SCHWAB MONTHLY INCOME FUND - MODERATE PAYOUT SCHWAB MONTHLY INCOME FUND - MODERATE PAYOUT) 04/02/2008 07/09/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Annualized Return (%) -0.19 9.15 4.51 3.34 3.50 4.70 NA 3.66 6.12 3.58 8.59 -17.42 8.63 4.63 16.41 -6.30 10.70 4.69 -0.27 6.10 9.09 8.86 2.99 9.62 10.82 -17.62
Sharpe Ratio NA 0.82 0.11 0.15 0.24 NA NA 0.33 1.12 -0.46 0.56 -1.59 1.45 0.27 3.24 -1.20 3.35 0.69 -0.05 1.26 1.60 1.80 0.33 1.36 1.10 -1.60
Standard Deviation(%) NA 7.78 8.80 8.32 8.49 NA NA 8.35 8.92 6.55 7.76 11.84 5.95 16.14 4.63 6.34 3.02 6.49 6.61 4.84 5.65 4.92 8.89 7.00 9.73 14.63
Draw Down(%) NA 7.16 12.08 20.44 20.45 NA NA 28.14 6.32 5.43 8.57 19.41 3.04 20.45 2.17 10.46 1.23 5.40 6.50 3.84 5.52 3.78 7.36 4.80 12.04 25.22
Yield(%) 0.00 4.22 4.33 3.64 4.06 4.48 3.12 3.67 1.71 4.89 4.97 2.49 3.24 1.88 5.92 3.16 3.15 6.01 6.45 5.46 3.09 2.73 2.45 2.45 0.00 0.00
Data as of 07/09/2025, AR inception is 04/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SWJRX (SCHWAB MONTHLY INCOME FUND - MODERATE PAYOUT SCHWAB MONTHLY INCOME FUND - MODERATE PAYOUT) -2.94%
Apr 2021 - Apr 2024
0.47%
Dec 2017 - Dec 2022
2.14%
Oct 2013 - Oct 2023
2.89%
May 2008 - May 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SWJRX (SCHWAB MONTHLY INCOME FUND - MODERATE PAYOUT SCHWAB MONTHLY INCOME FUND - MODERATE PAYOUT) 12.66%
Feb 2009 - Feb 2012
10.54%
Feb 2009 - Feb 2014
7.11%
Feb 2009 - Feb 2019
5.42%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart