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Jtsix

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Investors holding these funds should therefore monitor their positions as frequently as daily. Due to the effects of compounding, aggressive techniques, and possible correlation errors, leveraged and inverse funds may experience greater losses than one would ordinarily expect.

Jtsix


It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Past performance does not guarantee future performance. The information contained herein is not represented or warranted to be accurate, correct, complete, or timely.

Jtsix

Jtsix

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Comments (3)

  1. Funds are also subject to management fees and expenses.

  2. Inverse mutual funds seek to provide the opposite of the investment returns, also daily or monthly, of a given index or benchmark, either in whole or by multiples. Leveraged mutual funds seek to provide a multiple of the investment returns of a given index or benchmark on a daily or monthly basis.

  3. Please read the prospectus carefully before investing. Schwab reserves the right to change the funds we make available without transaction fees and to reinstate fees on any funds.

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