SWLRX Mutual Fund

NAV$9.60

AUM$76M

TER0.18%

Holdings12

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SWLRX Mutual Fund

NAV$9.60

Schwab Monthly Income Fund Income Payout

AUM$76M

TER0.18%

Holdings12

See how much of SWLRX 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

SWLRX NAV Chart

Period	SWLRX return
Latest NAV	$9.60
1 month	-3.25%
3 months	-1.89%
6 months	-0.05%
Year to date	+2.15%
1 year	+4.20%
3 years	+8.23%
5 years	+2.14%
10 years	+3.24%

SWLRX Mutual Fund Price Chart

SWLRX NAV chart displays historical price data and trading volume. Year-to-date, SWLRX has returned 2.15%. The current price is $9.60.

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