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More On SWLRX


Schwab Monthly Income Max Payout (SWLRX)

9.87 Down 0.03(0.30%) Jan 18

Risk as of Dec 30, 2016Get Risk for:
Risk Overview 
Morningstar Risk Rating:2
Number of Years Up8
Number of Years Down0
Best 1 Yr Total Return(Dec 30, 2009):9.18%
Worst 1 Yr Total Return(Dec 30, 2015):0.22%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticSWLRXCategory
Alpha (against Standard Index)1.490.18
Beta (against Standard Index)0.310.53
Mean Annual Return0.230.20
R-squared (against Standard Index)54.1078.62
Standard Deviation2.784.05
Sharpe Ratio0.960.59
Treynor Ratio8.654.22
5 Years
StatisticSWLRXCategory
Alpha (against Standard Index)0.74-0.35
Beta (against Standard Index)0.280.54
Mean Annual Return0.240.31
R-squared (against Standard Index)47.6778.49
Standard Deviation2.734.17
Sharpe Ratio1.020.93
Treynor Ratio9.956.92
10 Years
StatisticSWLRXCategory
Alpha (against Standard Index)N/A0.10
Beta (against Standard Index)N/A0.59
Mean Annual ReturnN/A0.31
R-squared (against Standard Index)N/A85.22
Standard DeviationN/A6.32
Sharpe RatioN/A0.48
Treynor RatioN/A4.90