Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWKRX (SCHWAB MONTHLY INCOME FUND – ENHANCED PAYOUT SCHWAB MONTHLY INCOME FUND – ENHANCED PAYOUT) | 6.19% | 13.67% | 9.89% | 2.59% | 3.94% | 4.11% | NA | … | … |
Data as of 06/04/2026, Common starting date 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 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.62 | 13.67 | 9.89 | 2.59 | 3.94 | 4.11 | NA | … | … | 6.19 | 12.17 | 4.09 | 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 | 2.15 | 1.02 | 0.04 | 0.35 | NA | NA | … | … | 2.33 | 1.28 | 0.07 | 0.64 | -1.68 | 1.00 | 0.43 | 3.74 | -1.29 | 3.19 | 0.81 | 0.00 | 1.70 | 1.25 | 2.26 | 0.86 | 1.75 | 1.14 | -2.00 |
| Standard Deviation(%) | NA | 5.67 | 7.08 | 7.65 | 6.86 | NA | NA | … | … | 6.47 | 7.29 | 6.50 | 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 | 4.53 | 8.14 | 20.18 | 20.18 | NA | NA | … | … | 4.53 | 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 | 4.30 | 4.81 | 3.54 | 3.65 | 3.53 | 2.82 | … | … | 1.52 | 4.77 | 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 06/04/2026, Common starting date 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) |
10.34%
May 2023 – May 2026 |
8.10%
Feb 2009 – Feb 2014 |
5.62%
Feb 2009 – Feb 2019 |
4.32%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart