Schwab Monthly Income Fund Moderate Payout

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

Fund Performance

Hypothetical Growth of $10,000

Updated 02.28.2014

Trailing Total Returns

Updated 02.28.2014

Total Return % + / - Morningstar Moderate Target Risk + / - Morningstar Lifetime Moderate Income % Rank
Year-to-date 1.37 -0.29 -0.52 77
1-Month 2.51 -0.66 0.46 29
3-Month 1.99 -0.68 -0.15 60
6-Month 7.41 -2.12 1.14 35
1-Year 8.35 -4.17 1.82 32
3-Year (Annualized) 6.72 -1.51 0.50 27
5-Year (Annualized) 11.50 -3.50 0.62 47