Performance Comparison
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