Advertisement
Advertisement
U.S. markets closed
Advertisement
Advertisement
Advertisement
Advertisement

Schwab Balanced Fund (SWOBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
15.64+0.03 (+0.19%)
At close: 08:06AM EDT
Advertisement

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return6.44%
5-Year Average Return6.88%
Number of Years Up19
Number of Years Down5
Best 1 Yr Total Return (Feb 3, 2019)20.15%
Worst 1 Yr Total Return (Feb 3, 2019)-22.00%
Best 3-Yr Total Return20.15%
Worst 3-Yr Total Return-3.99%

Trailing Returns (%) Vs. Benchmarks

ReturnSWOBXCategory
YTD-7.29%9.69%
1-Month-0.23%0.91%
3-Month-7.29%5.21%
1-Year3.80%27.06%
3-Year10.12%11.00%
5-Year9.44%10.26%
10-Year8.51%8.34%
Last Bull Market16.38%15.58%
Last Bear Market-10.26%-12.16%

Annual Total Return (%) History

Year
SWOBXCategory
2021
N/AN/A
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
20212.50%N/AN/AN/A
2020-11.60%14.71%5.00%7.76%
20199.85%3.56%0.32%5.29%
2018-0.13%2.52%3.09%-9.38%
20174.63%2.77%3.30%4.00%
2016-0.71%1.64%3.50%0.80%
20152.45%-0.19%-4.47%3.32%
20141.24%3.26%0.00%4.13%
20135.93%0.30%4.90%6.17%
20128.46%-1.93%4.34%-0.27%
20114.87%0.51%-8.98%7.40%
20104.08%-6.26%6.47%7.44%
2009-7.06%9.02%10.88%2.79%
2008-7.11%-0.77%-4.42%-11.45%
20072.79%2.56%0.44%-1.20%
20063.63%-2.97%3.14%4.56%
2005-0.56%2.00%2.66%0.79%
20043.23%-0.76%-0.43%8.27%
2003-0.74%11.02%2.89%8.67%
20020.28%-6.04%-8.84%5.37%
2001-6.24%4.32%-10.97%9.14%
20003.87%-3.94%0.66%-5.57%
19992.54%4.96%-1.45%18.58%
19987.81%1.18%-8.16%13.38%
19970.50%9.22%6.61%-0.44%

Rank In Category (By Total Return)

YTD50
1-Month10
3-Month18
1-Year77
3-Year34
5-Year23

Load Adjusted Returns

1-Year23.13%
3-Year11.91%
5-Year11.58%
10-Year9.40%
Advertisement
Advertisement