Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SWKRX (SCHWAB MONTHLY INCOME FUND - ENHANCED PAYOUT SCHWAB MONTHLY INCOME FUND - ENHANCED PAYOUT) | 5.80% | 6.36% | 3.89% | 1.74% | 2.88% | 3.82% | NA | 3.13% |
Data as of 07/22/2025, AR inception is 04/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWKRX (SCHWAB MONTHLY INCOME FUND - ENHANCED PAYOUT SCHWAB MONTHLY INCOME FUND - ENHANCED PAYOUT) | 04/02/2008 | 07/22/2025 |
| 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 (%) | 0.58 | 6.36 | 3.89 | 1.74 | 2.88 | 3.82 | NA | 3.13 | 5.80 | 3.68 | 8.54 | -16.17 | 4.49 | 5.03 | 13.78 | -4.21 | 8.10 | 3.83 | 0.02 | 5.77 | 5.35 | 6.75 | 4.68 | 7.86 | 7.31 | -12.94 |
| Sharpe Ratio | NA | 0.37 | 0.11 | -0.03 | 0.21 | NA | NA | 0.35 | 0.86 | -0.45 | 0.56 | -1.68 | 1.01 | 0.43 | 3.76 | -1.27 | 3.20 | 0.81 | 0.00 | 1.70 | 1.25 | 2.26 | 0.86 | 1.75 | 1.14 | -1.99 |
| Standard Deviation(%) | NA | 7.71 | 8.52 | 7.56 | 6.81 | NA | NA | 6.18 | 8.78 | 6.52 | 7.71 | 10.49 | 4.45 | 11.03 | 3.29 | 4.36 | 2.35 | 4.45 | 4.74 | 3.39 | 4.26 | 2.99 | 5.42 | 4.44 | 6.32 | 8.81 |
| Draw Down(%) | NA | 7.14 | 11.21 | 20.18 | 20.18 | NA | NA | 20.49 | 6.29 | 5.36 | 8.53 | 19.02 | 2.44 | 14.46 | 1.16 | 7.06 | 1.18 | 3.15 | 4.71 | 2.52 | 4.63 | 2.14 | 4.02 | 2.77 | 8.19 | 18.13 |
| Yield(%) | 0.00 | 3.89 | 4.06 | 3.24 | 3.41 | 3.54 | 2.58 | 3.04 | 1.58 | 4.74 | 4.89 | 2.45 | 2.89 | 2.05 | 5.05 | 2.87 | 2.86 | 4.73 | 2.36 | 2.59 | 2.06 | 2.63 | 2.60 | 2.45 | 0.00 | 0.00 |
Data as of 07/22/2025, 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 |
|---|---|---|---|---|
| SWKRX (SCHWAB MONTHLY INCOME FUND - ENHANCED PAYOUT SCHWAB MONTHLY INCOME FUND - ENHANCED PAYOUT) |
-3.53%
Oct 2020 - Oct 2023 |
-0.21%
Sep 2017 - Sep 2022 |
1.53%
Oct 2013 - Oct 2023 |
2.34%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWKRX (SCHWAB MONTHLY INCOME FUND - ENHANCED PAYOUT SCHWAB MONTHLY INCOME FUND - ENHANCED PAYOUT) |
9.96%
Feb 2009 - Feb 2012 |
8.10%
Feb 2009 - Feb 2014 |
5.62%
Feb 2009 - Feb 2019 |
4.26%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart