Schwab Monthly Income Fund Maximum Payout

Class No Load (SWLRX)
Scorecard
1 / 5 Stars
Lipper
1 1 5 5 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
---
TheStreet.com
C (Hold)

Risk

Volatility Measurements

Updated 03.31.2014

Standard Deviation 2.71
Mean 0.32
Sharpe Ratio 1.4
Bear Market Decile Rank 7

Modern Portfolio Theory Statistics

Updated 03.31.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar Lifetime Moderate Income
R-Squared 41.34 59.86
Beta 0.21 0.4
Alpha 2.09 1.46

See Also:

Top Schwab Funds Funds