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Schwab Balanced Fund (SWOBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.64+0.03 (+0.19%)
At close: 08:06AM EDT
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Risk Overview

Morningstar Risk Rating★★★
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%

Risk Statistics

3 Years
SWOBXCategory Average
5 Years
SWOBXCategory Average
10 Years
SWOBXCategory Average
Alpha
0.43-0.01
1-0.01
1.3-0
BETA
1.020.01
1.020.01
10.01
Mean Annual Return
10.01
0.960.01
0.780.01
R-squared
94.350.93
93.80.92
92.050.92
Standard Deviation
11.980.13
9.670.1
8.870.09
Sharpe Ratio
0.90.01
1.060.01
0.990.01
Treynor Ratio
10.420.09
10.190.09
8.790.07
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