Home
Mail
News
Sport
Finance
Celebrity
Style
Weather
Mobile
Messenger
Movies
More
Yahoo
Mail
News
Market Data
Crypto
Bank of England
Money Matters
Property
Top Stocks
Work & Management
Industry News
Brexit
My Portfolio
My Screeners
Watchlists
Videos
UK markets open in 7 hours 40 minutes
NIKKEI 225
38,274.05
-131.61
(-0.34%)
HANG SENG
17,763.03
+16.12
(+0.09%)
CRUDE OIL
79.04
+0.04
(+0.05%)
GOLD FUTURES
2,331.00
+20.00
(+0.87%)
DOW
37,903.29
+87.37
(+0.23%)
Bitcoin GBP
46,215.18
-1,985.96
(-4.12%)
Money
Family finances
Who is the breadwinner in your family and does it matter?
Schwab Monthly Income Enh Payout (SWKRX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
9.80
+0.02
(+0.20%)
At close: 07:03PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★
Number of years up
13
Number of years down
2
Best 1-yr total return (29 Apr 2024)
13.79%
Worst 1-yr total return (29 Apr 2024)
N/A
Risk statistics
3 years
SWKRX
Category average
5 years
SWKRX
Category average
10 years
SWKRX
Category average
Alpha
-2.28
-0.01
-2.25
-0.01
-1.32
-0
BETA
0.82
0.01
0.72
0.01
0.68
0.01
Mean annual return
0.08
0.01
0.28
0.01
0.29
0.01
R-squared
94.95
0.92
92.1
0.91
90.33
0.91
Standard deviation
10.45
0.1
9.32
0.08
7.13
0.07
Sharpe ratio
-0.19
0.01
0.13
0.01
0.27
0.01
Treynor ratio
-3.04
0.09
1.17
0.08
2.53
0.07
Data disclaimer
Help
Suggestions
Terms
and
Privacy Policy
Privacy dashboard
About our ads
© 2024 Yahoo. All rights reserved.