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
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TheStreet.com
C (Hold)

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 2.63
Mean 0.33
Sharpe Ratio 1.49
Bear Market Decile Rank 7

Modern Portfolio Theory Statistics

Updated 06.30.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar Lifetime Moderate Income
R-Squared 40.37 59.39
Beta 0.2 0.39
Alpha 2.06 1.38