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Schwab MarketTrack Balanced (SWBGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.99+0.09 (+0.45%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.02%
5-year average return6.40%
Number of years up21
Number of years down7
Best 1-yr total return (2 Jul 2024)19.03%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return19.03%
Worst 3-yr total return2.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSWBGXCategory
YTD5.17%9.69%
1-month1.02%0.91%
3-month1.08%5.21%
1-year11.39%27.06%
3-year2.34%11.00%
5-year6.43%10.26%
10-year5.85%8.34%
Last bull market16.85%15.58%
Last bear market-10.69%-12.16%

Annual total return (%) history

Year
SWBGXCategory
2024
N/AN/A
2023
14.61%N/A
2022
-14.39%N/A
2021
12.85%N/A
2020
10.48%11.72%
2019
18.57%19.23%
2018
-5.44%-5.76%
2017
12.69%13.21%
2016
8.96%7.34%
2015
-1.33%-1.93%
2014
5.49%6.21%
2013
16.49%16.48%
2012
10.85%11.72%
2011
1.35%-0.11%
2010
11.50%11.83%
2009
19.03%24.13%
2008
-25.04%-28.00%
2007
5.09%5.99%
2006
12.29%11.29%
2005
4.88%5.13%
2004
9.64%8.86%
2003
21.04%20.35%
2002
-9.85%-12.02%
2001
-4.40%-5.05%
2000
-1.03%1.82%
1999
14.00%10.71%
1998
13.67%13.52%
1997
17.76%19.63%
1996
11.15%13.70%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.05%1.08%N/AN/A
20234.80%3.24%-3.30%9.54%
2022-4.91%-10.69%-5.50%6.68%
20213.57%4.90%-0.48%4.37%
2020-14.35%12.36%4.08%10.30%
20198.42%3.04%0.82%5.28%
2018-1.02%1.52%2.89%-8.54%
20173.34%2.23%3.22%3.34%
20161.77%2.09%3.34%1.48%
20151.95%-0.41%-5.28%2.61%
20141.34%3.07%-1.80%2.84%
20135.51%0.17%4.87%5.10%
20127.12%-1.74%4.05%1.21%
20113.69%0.89%-9.38%6.91%
20103.68%-6.19%8.46%5.70%
2009-8.07%12.52%11.94%2.79%
2008-6.19%-1.40%-6.18%-13.61%
20071.74%3.53%1.31%-1.51%
20064.05%-0.99%3.56%5.25%
2005-1.51%1.80%3.08%1.48%
20042.27%-0.07%0.07%7.21%
2003-2.60%11.55%2.94%8.22%
20020.22%-5.01%-9.78%4.97%
2001-6.26%4.21%-8.29%6.71%
20002.26%-1.20%0.06%-2.11%
19990.58%4.22%-1.03%9.89%
19988.03%1.03%-6.85%11.81%
1997-0.72%11.11%6.34%0.39%
19961.86%2.40%1.87%4.62%

Rank in category (by total return)

YTD70
1-month63
3-month53
1-year63
3-year58
5-year62

Load adjusted returns

1-year11.39%
3-year2.34%
5-year6.43%
10-year5.85%