SWJRX Mutual Fund

NAV$10.78

AUM$71M

TER0.21%

Holdings11

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SWJRX Mutual Fund

NAV$10.78

Schwab Monthly Income Fund Target Payout

AUM$71M

TER0.21%

Holdings11

See how much of SWJRX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

SWJRX NAV Chart

Period	SWJRX return
Latest NAV	$10.78
1 month	-3.73%
3 months	-1.25%
6 months	+1.17%
Year to date	+4.71%
1 year	+7.62%
3 years	+10.24%
5 years	+2.88%
10 years	+4.73%

SWJRX Mutual Fund Price Chart

SWJRX NAV chart displays historical price data and trading volume. Year-to-date, SWJRX has returned 4.71%. The current price is $10.78.

SWJRX price history helps investors identify trends and make informed decisions. SWJRX returns break the record out by period. SWJRX vs another fund lets you evaluate against similar funds.