Schwab Monthly Income Fund Moderate Payout

Class No Load (SWJRX)
Scorecard
3 / 5 Stars
Lipper
3 3 5 4 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
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TheStreet.com
C+ (Hold)

Fund Performance

Hypothetical Growth of $10,000

Updated 03.31.2014

Trailing Total Returns

Updated 03.31.2014

Total Return % + / - Morningstar Moderate Target Risk + / - Morningstar Lifetime Moderate Income % Rank
Year-to-date 1.97 -0.07 0.13 9
1-Month 0.59 0.22 0.63 1
3-Month 1.97 -0.07 0.13 9
6-Month 5.32 -1.42 1.14 29
1-Year 7.84 -3.11 2.64 30
3-Year (Annualized) 6.86 -1.30 0.88 25
5-Year (Annualized) 10.86 -3.01 0.96 45