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Schwab Monthly Income Max Payout (SWLRX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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9.02

+0.02

(+0.22%)

At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★

Number of years up13

Number of years down2

Best 1-yr total return (25 Apr 2024)11.18%

Worst 1-yr total return (25 Apr 2024)N/A

Risk statistics

3 years

SWLRXCategory average

5 years

SWLRXCategory average

10 years

SWLRXCategory average

Alpha

-3.25-0

-2.4-0.01

-1.190

BETA

0.680.01

0.540.01

0.490.01

Mean annual return

00.01

0.20

0.220

R-squared

91.740.84

80.10.83

74.590.83

Standard deviation

8.840.07

7.460.06

5.620.05

Sharpe ratio

-0.340.01

0.030.01

0.20.01

Treynor ratio

-4.960.1

-0.120.08

2.050.08