SWKRX Mutual Fund

NAV$11.54

AUM$83M

TER0.21%

Holdings11

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SWKRX Mutual Fund

NAV$11.54

Schwab Monthly Income Fund Flexible Payout

AUM$83M

TER0.21%

Holdings11

See how much of SWKRX 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

SWKRX NAV Chart

Period	SWKRX return
Latest NAV	$11.54
1 month	+1.72%
3 months	+1.82%
6 months	+4.78%
Year to date	+7.89%
1 year	+14.57%
3 years	+9.31%
5 years	+3.01%
10 years	+4.17%

SWKRX Mutual Fund Price Chart

SWKRX NAV chart displays historical price data and trading volume. Year-to-date, SWKRX has returned 7.89%. The current price is $11.54.

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