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SWJRX: SCHWAB MONTHLY INCOME FUND - MODERATE PAYOUT SCHWAB MONTHLY INCOME FUND - MODERATE PAYOUT (MUTUAL FUND)
Basic Info 10.99 0(0.0%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (59%) |
| Start Date: | 04/02/2008 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 5.04% |
| Expenses | 0.25% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/02/2008 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 6.1 | 13.6 | 9.9 | 2.5 | 4.5 | 4.7 | 4.1 | 12.2 | 4.0 | 8.6 | -17.4 | 8.6 | 4.6 | 16.4 | -6.3 | 10.7 | 4.7 | -0.3 | 6.1 | 9.1 | 8.9 | 3.0 | 9.6 | 10.8 | -17.6 |
| Sharpe Ratio | NA | 1.94 | 1.91 | 0.93 | 0.0 | 0.34 | NA | 0.38 | 1.28 | 0.06 | 0.64 | -1.6 | 1.45 | 0.27 | 3.23 | -1.22 | 3.34 | 0.69 | -0.05 | 1.26 | 1.6 | 1.8 | 0.33 | 1.36 | 1.1 | -1.6 |
| Draw Down(%) | NA | 4.5 | 4.5 | 8.2 | 20.4 | 20.5 | NA | 28.1 | 6.3 | 5.4 | 8.6 | 19.4 | 3.0 | 20.5 | 2.2 | 10.5 | 1.2 | 5.4 | 6.5 | 3.8 | 5.5 | 3.8 | 7.4 | 4.8 | 12.0 | 25.2 |
| Standard Deviation(%) | NA | 6.4 | 5.7 | 7.1 | 8.1 | 8.4 | NA | 8.2 | 7.3 | 6.5 | 7.8 | 11.8 | 5.9 | 16.1 | 4.6 | 6.3 | 3.0 | 6.5 | 6.6 | 4.8 | 5.7 | 4.9 | 8.9 | 7.0 | 9.7 | 14.6 |
| Treynor Ratio | NA | 0.17 | 0.13 | 0.06 | 0.0 | 0.02 | NA | 0.03 | 0.08 | 0.0 | 0.04 | -0.16 | 0.07 | 0.03 | 0.11 | -0.05 | 0.09 | 0.03 | 0.0 | 0.04 | 0.07 | 0.08 | 0.02 | 0.08 | 0.1 | -0.21 |
| Alpha | NA | 0.03 | 0.02 | 0.0 | -0.01 | -0.01 | NA | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.01 | -0.04 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | -0.01 | -0.02 | -0.03 |
| Beta | NA | 0.75 | 0.84 | 1.1 | 1.14 | 1.27 | NA | 1.24 | 1.16 | 1.16 | 1.19 | 1.17 | 1.22 | 1.52 | 1.32 | 1.41 | 1.06 | 1.46 | 1.48 | 1.42 | 1.37 | 1.16 | 1.4 | 1.22 | 1.1 | 1.12 |
| RSquared | NA | 0.54 | 0.55 | 0.72 | 0.73 | 0.77 | NA | 0.82 | 0.72 | 0.75 | 0.78 | 0.75 | 0.73 | 0.82 | 0.85 | 0.91 | 0.62 | 0.9 | 0.91 | 0.87 | 0.89 | 0.74 | 0.89 | 0.85 | 0.9 | 0.93 |
| Yield(%) | N/A | 1.6 | 4.6 | 5.0 | 3.7 | 4.1 | 4.3 | N/A | 5.1 | 4.9 | 5.0 | 2.5 | 3.2 | 1.9 | 5.9 | 3.2 | 3.2 | 6.0 | 6.4 | 5.5 | 3.1 | 2.7 | 2.5 | 2.4 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -65.5 | -5.9 | 46.1 | 6.0 | N/A | N/A | N/A | 3.7 | 1.2 | 61.1 | -18.8 | 76.0 | -64.9 | 69.7 | 7.5 | -47.8 | -13.8 | 19.7 | 84.5 | 20.6 | 11.9 | 7.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/02/2008
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