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Schwab Monthly Income Max Payout (SWLRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.14+0.03 (+0.33%)
At close: 08:05AM EDT

Risk overview

Morningstar risk rating★★★
Number of years up13
Number of years down2
Best 1-yr total return (8 May 2024)11.18%
Worst 1-yr total return (8 May 2024)N/A

Risk statistics

3 years
SWLRXCategory average
5 years
SWLRXCategory average
10 years
SWLRXCategory average
Alpha
-3.3-0
-2.55-0.01
-1.390
BETA
0.680.01
0.540.01
0.490.01
Mean annual return
-0.120.01
0.140
0.190
R-squared
91.870.84
80.480.83
74.980.83
Standard deviation
8.920.07
7.560.06
5.690.05
Sharpe ratio
-0.510.01
-0.060.01
0.130.01
Treynor ratio
-7.140.1
-1.440.08
1.230.08