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
---
TheStreet.com
C+ (Hold)

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 5.94
Mean 0.56
Sharpe Ratio 1.12
Bear Market Decile Rank 45

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar Moderately Cons Target Risk
R-Squared 93.84 95.58
Beta 0.69 1.02
Alpha 0.96 -0.1

See Also:

Top Schwab Funds Funds