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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.

Risk overview

Morningstar risk rating★★★
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

Risk statistics

3 years
SWBGXCategory average
5 years
SWBGXCategory average
10 years
SWBGXCategory average
Alpha
1.22-0.01
0.58-0.01
0.26-0
BETA
0.990.01
10.01
1.010.01
Mean annual return
0.260.01
0.580.01
0.520.01
R-squared
98.770.93
98.920.92
98.280.92
Standard deviation
12.510.13
12.380.1
10.130.09
Sharpe ratio
-0.020.01
0.380.01
0.450.01
Treynor ratio
-1.10.09
4.110.09
4.20.07