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MONEY
Best savings accounts that offer above inflation rates
How to earn the most interest on your savings
Schwab Monthly Income Max Payout (SWLRX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
9.14
0.00
(0.00%)
At close: 08:00PM 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 (8 May 2024)
11.18%
Worst 1-yr total return (8 May 2024)
N/A
Risk statistics
3 years
SWLRX
Category average
5 years
SWLRX
Category average
10 years
SWLRX
Category average
Alpha
-3.3
-0
-2.55
-0.01
-1.39
0
BETA
0.68
0.01
0.54
0.01
0.49
0.01
Mean annual return
-0.12
0.01
0.14
0
0.19
0
R-squared
91.87
0.84
80.48
0.83
74.98
0.83
Standard deviation
8.92
0.07
7.56
0.06
5.69
0.05
Sharpe ratio
-0.51
0.01
-0.06
0.01
0.13
0.01
Treynor ratio
-7.14
0.1
-1.44
0.08
1.23
0.08
Data disclaimer
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