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Schwab Monthly Income Max Payout (SWLRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.02+0.04 (+0.45%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.54%
5-year average return1.60%
Number of years up13
Number of years down2
Best 1-yr total return (21 Apr 2024)11.18%
Worst 1-yr total return (21 Apr 2024)N/A
Best 3-yr total return11.18%
Worst 3-yr total return-1.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSWLRXCategory
YTD0.97%3.28%
1-month1.59%0.61%
3-month0.97%3.02%
1-year6.30%11.74%
3-year-0.41%6.56%
5-year2.09%5.38%
10-year2.48%4.87%
Last bull market6.70%8.64%
Last bear market-5.82%-5.09%

Annual total return (%) history

Year
SWLRXCategory
2024
N/AN/A
2023
7.81%N/A
2022
-12.50%N/A
2021
2.33%N/A
2020
6.93%7.29%
2019
11.18%11.20%
2018
-2.31%-3.14%
2017
5.64%6.25%
2016
2.97%5.55%
2015
0.22%-2.07%
2014
5.29%3.54%
2013
1.66%4.02%
2012
4.43%8.35%
2011
4.70%2.01%
2010
6.83%9.73%
2009
9.18%19.26%
2008
N/A-16.22%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.97%N/AN/AN/A
20232.40%0.31%-2.64%7.80%
2022-5.84%-5.82%-6.46%5.48%
2021-1.35%2.53%-0.03%1.19%
2020-2.65%5.03%1.33%3.20%
20194.47%2.93%2.00%1.37%
2018-1.50%0.02%0.37%-1.20%
20171.47%1.57%1.48%1.01%
20162.07%1.74%1.03%-1.86%
20151.69%-1.10%-0.82%0.48%
20141.69%2.24%-0.38%1.66%
20130.61%-1.64%1.61%1.10%
20121.49%0.98%1.74%0.16%
20110.82%1.83%0.31%1.67%
20102.01%0.93%3.76%-0.00%
2009-1.25%3.98%5.07%1.21%
2008-1.14%-1.81%-2.16%N/A

Rank in category (by total return)

YTD84
1-month25
3-month84
1-year66
3-year78
5-year85

Load adjusted returns

1-year6.30%
3-year-0.41%
5-year2.09%
10-year2.48%