SWJRX: Performance for SCHWAB MONTHLY INCOME FUND MODE - Yahoo! Finance

MORE ON SWJRX

Quotes

Historical Prices

Charts

Basic Tech. Analysis

News & Info

Fund

Performance

Analyst

Research Reports

Performance As of 30-Nov-09	Get Performance for:

PERFORMANCE OVERVIEW

Morningstar Return Rating:
Year to Date Return:	15.54%
5-Year Average Return:	N/A
Number of Years Up:	0
Number of Years Down:	0
Best 1-Yr Total Return ():	N/A
Worst 1-Yr Total Return ():	N/A
Best 3-Yr Total Return (N/A):	N/A
Worst 3-Yr Total Return (N/A):	N/A

LOAD ADJUSTED RETURNS

1-Year:	No load
3-Year:	No load
5-Year:	No load
10-Year:	No load

TRAILING RETURNS (%) VS. BENCHMARKS

Return	SWJRX	Category	Diff	Index*	Diff
Year To Date	15.54	18.06	-2.52	N/A	N/A
1-Month	2.59	2.45	0.14	N/A	N/A
3-Month	4.76	4.75	0.01	N/A	N/A
1-Year	18.93	22.12	-3.19	N/A	N/A
3-Year	N/A	0.76	N/A	N/A	N/A
5-Year	N/A	2.75	N/A	N/A	N/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)	22.67	24.09	-1.42	N/A	N/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)	-3.26	-1.95	-1.31	N/A	N/A

* Index means [ ]

ANNUAL TOTAL RETURN (%) HISTORY

Year			SWJRX	Category	Diff
2009			N/A	N/A	N/A
2008			N/A	-18.06	N/A
2007			N/A	4.46	N/A
2006			N/A	7.34	N/A
2005			N/A	3.30	N/A
2004			N/A	6.46	N/A
2003			N/A	13.04	N/A
2002			N/A	-3.93	N/A
2001			N/A	0.14	N/A
2000			N/A	4.39	N/A
1999			N/A	4.54	N/A

PAST QUARTERLY RETURNS (%) FOR SWJRX

	Q1	Q2	Q3	Q4
2009	-4.90	8.83	8.88	N/A
2008	N/A	-1.52	-5.00	-8.37
2007	N/A	N/A	N/A	N/A
2006	N/A	N/A	N/A	N/A
2005	N/A	N/A	N/A	N/A
2004	N/A	N/A	N/A	N/A
2003	N/A	N/A	N/A	N/A
2002	N/A	N/A	N/A	N/A
2001	N/A	N/A	N/A	N/A
2000	N/A	N/A	N/A	N/A
1999	N/A	N/A	N/A	N/A

RANK IN CATEGORY (BY TOTAL RETURN)

Period	Rank	Funds in Category	% Rank
Year To Date	99	134	73.88
1-Month	81	141	57.45
3-Month	57	137	41.61
6-Month	72	136	52.94
1-Year	89	134	66.42
3-Year		85	N/A
5-Year		55	N/A

Add to Portfolio

Set Alert

Email to a Friend

•

Top Performers by Style

•

Prospectus Finder

Copyright © 2006 Yahoo! Inc. All rights reserved. Terms of Service.
To learn more about Yahoo!'s use of personal information, please read the Privacy Policy.

Quotes delayed, except where indicated otherwise.
Delay times are 15 mins for NASDAQ, 20 mins for NYSE and Amex. See also delay times for other exchanges.

Fundamental company data provided by Capital IQ. Quotes and other information supplied by independent providers identified on the Yahoo! Finance partner page. Quotes are updated automatically, but will be turned off after 25 minutes of inactivity. Quotes are delayed at least 15 minutes. Real-Time continuous streaming quotes are available through our premium service. You may turn streaming quotes on or off. Other mutual fund data copyright © 2003 Morningstar, Inc. All rights reserved. See Mutual Fund Help for a description of items above. All information provided "as is" for informational purposes only, not intended for trading purposes or advice. Neither Yahoo! nor any of independent providers is liable for any informational errors, incompleteness, or delays, or for any actions taken in reliance on information contained herein. By accessing the Yahoo! site, you agree not to redistribute the information found therein.