SWJRX Mutual Fund

NAV$11.12

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

SWJRX Mutual Fund

NAV$11.12

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	$11.12
1 month	+1.79%
3 months	+1.88%
6 months	+4.92%
Year to date	+7.93%
1 year	+14.57%
3 years	+9.33%
5 years	+4.00%
10 years	+5.20%

SWJRX Mutual Fund Price Chart

SWJRX NAV chart displays historical price data and trading volume. Year-to-date, SWJRX has returned 7.93%. The current price is $11.12.

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.