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Schwab Monthly Income Enh Payout (SWKRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.80+0.02 (+0.20%)
At close: 07:03PM EDT

Risk overview

Morningstar risk rating★★
Number of years up13
Number of years down2
Best 1-yr total return (29 Apr 2024)13.79%
Worst 1-yr total return (29 Apr 2024)N/A

Risk statistics

3 years
SWKRXCategory average
5 years
SWKRXCategory average
10 years
SWKRXCategory average
Alpha
-2.28-0.01
-2.25-0.01
-1.32-0
BETA
0.820.01
0.720.01
0.680.01
Mean annual return
0.080.01
0.280.01
0.290.01
R-squared
94.950.92
92.10.91
90.330.91
Standard deviation
10.450.1
9.320.08
7.130.07
Sharpe ratio
-0.190.01
0.130.01
0.270.01
Treynor ratio
-3.040.09
1.170.08
2.530.07