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SWLRX Chart NMFQS:SWLRX

Allocation--15% to 30% Equity | Schwab Funds
$9.86
↓ $-0.03 (-0.30%)
Last Updated: Jul 10, 2026

SWLRX Price Chart

3M 6M YTD 1Y 5Y 10Y Max
This chart displays NAV data for Schwab Monthly Income Fund - Income Payout (SWLRX). For complete fund information and metrics, visit the Schwab Monthly Income Fund - Income Payout (SWLRX) fund's overview page.


Performance Summary

YTD Return 4.47%
1-Year Return 11.05%
3-Year Return 8.47%
5-Year Return 2.72%
NAV $9.86
Previous Close $9.89

Fund Metrics

Net Assets $73.55 Million
Expense Ratio 0.18%
Dividend Yield 0.05%
Morning Star Rating -
Inception Date 2008-03-28
Update Date 2026-03-31