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Schwab MarketTrack Balanced (SWBGX)

On Dec 2: 14.13   0.01 (0.07%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2006): 12.29% Worst 1 Yr Total Return (2008): -25.04% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic SWBGX Category Alpha (against Standard Index) -3.12 -2.88 Beta (against Standard Index) 1.06 1.08 Mean Annual Return -2.77 -0.13 R-squared (against Standard Index) 98 93.44 Standard Deviation 14.06 14.69 Sharpe Ratio -0.30 N/A Treynor Ratio -4.91 N/A 5 Years Statistic SWBGX Category Alpha (against Standard Index) -2.42 -2.47 Beta (against Standard Index) 1.05 1.06 Mean Annual Return 2.20 0.23 R-squared (against Standard Index) 98 92.52 Standard Deviation 11.45 11.89 Sharpe Ratio -0.01 N/A Treynor Ratio -0.79 N/A 10 Years Statistic SWBGX Category Alpha (against Standard Index) -2.27 -2.17 Beta (against Standard Index) 1.05 1.05 Mean Annual Return 2.45 0.26 R-squared (against Standard Index) 97 86.72 Standard Deviation 10.53 11.31 Sharpe Ratio 0.01 N/A Treynor Ratio -0.50 N/A
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