SWLRX Mutual Fund

NAV$9.77

AUM$86M

TER0.18%

Holdings12

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SWLRX Mutual Fund

NAV$9.77

Schwab Monthly Income Fund Income Payout

AUM$86M

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	$9.77
1 month	+2.84%
3 months	+0.61%
6 months	+1.25%
Year to date	+5.05%
1 year	+6.95%
3 years	+9.80%
5 years	+2.20%
10 years	+3.29%

SWLRX Mutual Fund Price Chart

SWLRX NAV chart displays historical price data and trading volume. Year-to-date, SWLRX has returned 5.05%. The current price is $9.77.

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.