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Schwab Monthly Income Max Payout (SWLRX)

9.94 Up 0.01(0.10%) Feb 21

Performance Overview as of Jan 30, 2017Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:2.00
Year-to-Date Return:0.46%
5-Year Average Return:2.73%
Number of Years Up:8
Number of Years Down:0
Best 1 Yr Total Return (2009-12-31):9.18%
Worst 1 Yr Total Return (2015-12-31):0.22%
Best 3-Yr Total Return (N/A):6.89%
Worst 3-Yr Total Return (N/A):2.37%
Load Adjusted Returns 
1-Year:3.59%
3-Year:2.84%
5-Year:2.73%
10-Year:N/A
Trailing Returns (%) vs. Benchmarks 
ReturnSWLRXCategoryDiffIndex*Diff
Year To Date0.46N/AN/AN/AN/A
1-Month0.46N/AN/AN/AN/A
3-Month-0.30N/AN/AN/AN/A
1-Year3.59N/AN/AN/AN/A
3-Year2.84N/AN/AN/AN/A
5-Year2.73N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)3.97N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)0.61N/AN/AN/AN/A
Annual Total Return (%) History () 
YearSWLRXCategoryDiff
2016
 
2.97N/AN/A
2015
 
0.22N/AN/A
2014
 
5.29N/AN/A
2013
 
1.66N/AN/A
2012
 
4.43N/AN/A
2011
 
4.70N/AN/A
2010
 
6.83N/AN/A
2009
 
9.18N/AN/A
2008N/AN/AN/A
Past Quarterly Returns (%) for SWLRX 
Q1Q2Q3Q4
20162.071.741.03-1.86
20151.69-1.10-0.820.48
20141.692.24-0.381.66
20130.61-1.641.611.10
20121.490.981.740.16
20110.821.830.311.67
20102.010.933.76-0.00
2009-1.253.985.071.21
2008-1.14-1.81-2.16N/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date95N/A
1-Month95N/A
3-Month99N/A
6-Month97N/A
1-Year95N/A
3-Year48N/A
5-Year74N/A