Nasdaq - Delayed Quote • USD
Schwab Balanced (SWOBX)
At close: April 26 at 8:01 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 20.15% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 21 |
| Number of Years Down | 6 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SWOBX | Category Average | SWOBX | Category Average | SWOBX | Category Average | |
| Alpha | 1.4 | -0.01 | 1.19 | -0.01 | 1.18 | -0 |
| BETA | 1.03 | 0.01 | 1.01 | 0.01 | 1.02 | 0.01 |
| Mean Annual Return | 0.4 | 0.01 | 0.69 | 0.01 | 0.63 | 0.01 |
| R-squared | 94.98 | 0.93 | 95.12 | 0.92 | 93.31 | 0.92 |
| Standard Deviation | 13.12 | 0.13 | 12.79 | 0.1 | 10.48 | 0.09 |
| Sharpe Ratio | 0.14 | 0.01 | 0.48 | 0.01 | 0.58 | 0.01 |
| Treynor Ratio | 1.01 | 0.09 | 5.48 | 0.09 | 5.61 | 0.07 |
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