SWLRX Mutual Fund

NAV$9.92

AUM$77M

TER0.18%

Holdings11

See how much of SWLRX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

SWLRX Mutual Fund

NAV$9.92

Schwab Monthly Income Fund Income Payout

AUM$77M

TER0.18%

Holdings11

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	$9.92
1 month	+0.69%
3 months	+1.04%
6 months	+2.85%
Year to date	+4.84%
1 year	+9.97%
3 years	+7.51%
5 years	+2.06%
10 years	+3.16%

SWLRX Mutual Fund Price Chart

SWLRX NAV chart displays historical price data and trading volume. Year-to-date, SWLRX has returned 4.84%. The current price is $9.92.

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.