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Straits Times Index
3,404.47
-6.34
(-0.19%)
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5,566.51
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(+2.42%)
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.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
Number of years up
21
Number of years down
7
Best 1-yr total return (2 Jul 2024)
19.03%
Worst 1-yr total return (2 Jul 2024)
N/A
Risk statistics
3 years
SWBGX
Category average
5 years
SWBGX
Category average
10 years
SWBGX
Category average
Alpha
1.22
-0.01
0.58
-0.01
0.26
-0
BETA
0.99
0.01
1
0.01
1.01
0.01
Mean annual return
0.26
0.01
0.58
0.01
0.52
0.01
R-squared
98.77
0.93
98.92
0.92
98.28
0.92
Standard deviation
12.51
0.13
12.38
0.1
10.13
0.09
Sharpe ratio
-0.02
0.01
0.38
0.01
0.45
0.01
Treynor ratio
-1.1
0.09
4.11
0.09
4.2
0.07
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