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    More On SWLRX


    Schwab Monthly Income Max Payout (SWLRX)

    10.45 Down 0.02(0.19%) Mar 3

    Performance Overview as of Jan 30, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:2.00
    Year-to-Date Return:1.21%
    5-Year Average Return:4.59%
    Number of Years Up:6
    Number of Years Down:0
    Best 1 Yr Total Return (2009-12-31):9.18%
    Worst 1 Yr Total Return (2013-12-31):1.66%
    Best 3-Yr Total Return (N/A):6.89%
    Worst 3-Yr Total Return (N/A):3.59%
    Load Adjusted Returns 
    1-Year:6.17%
    3-Year:3.76%
    5-Year:4.59%
    10-Year:N/A
    Trailing Returns (%) vs. Benchmarks 
    ReturnSWLRXCategoryDiffIndex*Diff
    Year To Date1.21N/AN/AN/AN/A
    1-Month1.21N/AN/AN/AN/A
    3-Month1.75N/AN/AN/AN/A
    1-Year6.17N/AN/AN/AN/A
    3-Year3.76N/AN/AN/AN/A
    5-Year4.59N/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
    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
    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 Date11N/A
    1-Month11N/A
    3-Month3N/A
    6-Month1N/A
    1-Year27N/A
    3-Year86N/A
    5-Year87N/A