Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWLRX (SCHWAB MONTHLY INCOME FUND – MAXIMUM PAYOUT SCHWAB MONTHLY INCOME FUND – MAXIMUM PAYOUT) | 3.89% | 9.99% | 7.96% | 1.99% | 3.15% | 3.19% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWLRX (SCHWAB MONTHLY INCOME FUND – MAXIMUM PAYOUT SCHWAB MONTHLY INCOME FUND – MAXIMUM 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 (%) | -0.51 | 9.99 | 7.96 | 1.99 | 3.15 | 3.19 | NA | … | … | 3.89 | 9.86 | 4.01 | 7.80 | -14.35 | 1.71 | 6.80 | 11.19 | -2.30 | 5.63 | 2.96 | 0.22 | 5.31 | 1.63 | 4.44 | 4.66 | 5.94 | 4.03 | -8.10 |
| Sharpe Ratio | NA | 1.87 | 0.92 | -0.06 | 0.31 | NA | NA | … | … | 1.73 | 1.28 | 0.07 | 0.64 | -1.89 | 0.50 | 0.98 | 3.70 | -1.35 | 2.36 | 0.96 | 0.06 | 2.30 | 0.49 | 2.61 | 1.73 | 2.18 | 1.02 | -2.46 |
| Standard Deviation(%) | NA | 4.45 | 5.67 | 6.13 | 5.12 | NA | NA | … | … | 4.99 | 5.49 | 5.34 | 6.50 | 8.38 | 3.37 | 6.67 | 2.63 | 2.74 | 2.12 | 2.86 | 3.26 | 2.30 | 3.27 | 1.69 | 2.67 | 2.68 | 3.87 | 4.63 |
| Draw Down(%) | NA | 3.49 | 6.47 | 18.73 | 18.73 | NA | NA | … | … | 3.49 | 4.48 | 4.19 | 7.19 | 17.74 | 1.95 | 9.41 | 1.15 | 3.49 | 1.20 | 2.98 | 3.04 | 1.07 | 3.90 | 0.71 | 1.41 | 2.89 | 4.88 | 11.16 |
| Yield(%) | 0.00 | 4.44 | 4.80 | 3.40 | 3.30 | 3.25 | 2.62 | … | … | 1.59 | 4.86 | 4.93 | 4.23 | 2.07 | 2.45 | 2.16 | 3.47 | 3.13 | 2.54 | 3.96 | 4.27 | 3.80 | 2.28 | 2.42 | 2.68 | 2.34 | 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 |
|---|---|---|---|---|
| SWLRX (SCHWAB MONTHLY INCOME FUND – MAXIMUM PAYOUT SCHWAB MONTHLY INCOME FUND – MAXIMUM PAYOUT) |
-3.97%
Oct 2020 – Oct 2023 |
-0.22%
Sep 2017 – Sep 2022 |
1.27%
Oct 2013 – Oct 2023 |
1.89%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWLRX (SCHWAB MONTHLY INCOME FUND – MAXIMUM PAYOUT SCHWAB MONTHLY INCOME FUND – MAXIMUM PAYOUT) |
8.51%
Feb 2023 – Feb 2026 |
5.30%
Feb 2009 – Feb 2014 |
3.99%
Dec 2010 – Dec 2020 |
3.42%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart