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Schwab Balanced Inv (SWOBX)

On Nov 30: 10.32   0.02 (0.19%)

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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 (2004): 10.44% Worst 1 Yr Total Return (2008): -22.00% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic SWOBX Category Alpha (against Standard Index) -3.40 -2.88 Beta (against Standard Index) 0.90 1.08 Mean Annual Return -2.66 -0.13 R-squared (against Standard Index) 94 93.44 Standard Deviation 12.24 14.69 Sharpe Ratio -0.36 N/A Treynor Ratio -5.63 N/A 5 Years Statistic SWOBX Category Alpha (against Standard Index) -2.71 -2.47 Beta (against Standard Index) 0.93 1.06 Mean Annual Return 1.76 0.23 R-squared (against Standard Index) 93 92.52 Standard Deviation 10.32 11.89 Sharpe Ratio -0.07 N/A Treynor Ratio -1.37 N/A 10 Years Statistic SWOBX Category Alpha (against Standard Index) -2.00 -2.17 Beta (against Standard Index) 1.02 1.05 Mean Annual Return 2.63 0.26 R-squared (against Standard Index) 84 86.72 Standard Deviation 11.08 11.31 Sharpe Ratio 0.03 N/A Treynor Ratio -0.33 N/A
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