Schwab Monthly Income Fund Enhanced Payout

Class No Load (SWKRX)
Scorecard
2 / 5 Stars
Lipper
2 2 5 5 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
---
TheStreet.com
C+ (Hold)

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 4.06
Mean 0.49
Sharpe Ratio 1.43
Bear Market Decile Rank 13

Modern Portfolio Theory Statistics

Updated 06.30.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar Lifetime Moderate Income
R-Squared 79.66 89.71
Beta 0.44 0.74
Alpha 1.78 0.98