Nasdaq - Delayed Quote USD

Schwab Balanced (SWOBX)

15.94 +0.15 (+0.95%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.57%
5y Average Return 6.60%
Number of Years Up 21
Number of Years Down 6
Best 1Y Total Return (Apr 26, 2024) 20.15%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 20.15%
Worst 3Y Total Return 2.18%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SWOBX
Category
YTD
5.21%
9.69%
1-Month
1.81%
0.91%
3-Month
5.21%
5.21%
1-Year
16.34%
27.06%
3-Year
4.01%
11.00%
5-Year
7.67%
10.26%
10-Year
7.21%
8.34%
Last Bull Market
23.20%
15.58%
Last Bear Market
-11.79%
-12.16%

Annual Total Return (%) History

Year
SWOBX
Category
2024
--
--
2023
17.88%
--
2022
-18.98%
--
2021
14.76%
--
2020
14.73%
11.72%
2019
20.15%
19.23%
2018
-4.34%
-5.76%
2017
15.52%
13.21%

2016
5.29%
7.34%
2015
0.92%
-1.93%
2014
8.85%
6.21%
2013
18.33%
16.48%
2012
10.69%
11.72%
2011
3.02%
-0.11%
2010
11.62%
11.83%
2009
15.48%
24.13%
2008
-22.00%
-28.00%
2007
4.63%
5.99%
2006
8.44%
11.29%
2005
4.96%
5.13%
2004
10.44%
8.86%
2003
23.21%
20.35%
2002
-9.48%
-12.02%
2001
-4.97%
-5.05%
2000
-5.16%
1.82%
1999
25.77%
10.71%
1998
13.59%
13.52%
1997
16.51%
19.63%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.21% -- -- --
2023 6.60% 4.58% -3.48% 9.55%
2022 -7.29% -11.79% -5.68% 5.04%
2021 2.50% 6.16% -0.26% 5.73%
2020 -11.60% 14.71% 5.00% 7.76%
2019 9.85% 3.56% 0.32% 5.29%
2018 -0.13% 2.52% 3.09% -9.38%
2017 4.63% 2.77% 3.30% 4.00%
2016 -0.71% 1.64% 3.50% 0.80%
2015 2.45% -0.19% -4.47% 3.32%

2014 1.24% 3.26% 0.00% 4.13%
2013 5.93% 0.30% 4.90% 6.17%
2012 8.46% -1.93% 4.34% -0.27%
2011 4.87% 0.51% -8.98% 7.40%
2010 4.08% -6.26% 6.47% 7.44%
2009 -7.06% 9.02% 10.88% 2.79%
2008 -7.11% -0.77% -4.42% -11.45%
2007 2.79% 2.56% 0.44% -1.20%
2006 3.63% -2.97% 3.14% 4.56%
2005 -0.56% 2.00% 2.66% 0.79%
2004 3.23% -0.76% -0.43% 8.27%
2003 -0.74% 11.02% 2.89% 8.67%
2002 0.28% -6.04% -8.84% 5.37%
2001 -6.24% 4.32% -10.97% 9.14%
2000 3.87% -3.94% 0.66% -5.57%
1999 2.54% 4.96% -1.45% 18.58%
1998 7.81% 1.18% -8.16% 13.38%
1997 0.50% 9.22% 6.61% -0.44%

Rank in Category (By Total Return)

YTD 51
1-Month 92
3-Month 51
1-Year 36
3-Year 49
5-Year 44

Load Adjusted Returns

1-Year 16.34%
3-Year 4.01%
5-Year 7.67%
10-Year 7.21%

Performance & Risk

YTD Return 2.57%
5y Average Return 6.60%
Rank in Category (ytd) 51
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Schwab Funds
Net Assets 664.32M
YTD Return 5.21%
Yield 1.98%
Morningstar Rating
Inception Date Nov 18, 1996

Fund Summary

The fund generally invests in a diversified group of other affiliated Schwab funds in accordance with its target portfolio allocation. It invests 55-65% of its assets in equity securities (including stocks and equity funds) and 35-45% in fixed-income securities (including bonds and fixed-income funds), and cash or cash equivalents (including money market funds). For temporary defensive purposes during unusual economic or market conditions or for liquidity purposes, the fund may invest up to 100% of its assets directly in cash, money market instruments, repurchase agreements and other short-term obligations.

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