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Schwab Balanced (SWOBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.480.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.05%
5-year average return7.66%
Number of years up21
Number of years down6
Best 1-yr total return (16 May 2024)20.15%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return20.15%
Worst 3-yr total return2.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSWOBXCategory
YTD1.67%9.69%
1-month-3.36%0.91%
3-month1.15%5.21%
1-year11.16%27.06%
3-year1.64%11.00%
5-year6.44%10.26%
10-year6.90%8.34%
Last bull market18.01%15.58%
Last bear market-11.79%-12.16%

Annual total return (%) history

Year
SWOBXCategory
2024
N/AN/A
2023
17.88%N/A
2022
-18.98%N/A
2021
14.76%N/A
2020
14.73%11.72%
2019
20.15%19.23%
2018
-4.34%-5.76%
2017
15.52%13.21%
2016
5.29%7.34%
2015
0.92%-1.93%
2014
8.85%6.21%
2013
18.33%16.48%
2012
10.69%11.72%
2011
3.02%-0.11%
2010
11.62%11.83%
2009
15.48%24.13%
2008
-22.00%-28.00%
2007
4.63%5.99%
2006
8.44%11.29%
2005
4.96%5.13%
2004
10.44%8.86%
2003
23.21%20.35%
2002
-9.48%-12.02%
2001
-4.97%-5.05%
2000
-5.16%1.82%
1999
25.77%10.71%
1998
13.59%13.52%
1997
16.51%19.63%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.21%N/AN/AN/A
20236.60%4.58%-3.48%9.55%
2022-7.29%-11.79%-5.68%5.04%
20212.50%6.16%-0.26%5.73%
2020-11.60%14.71%5.00%7.76%
20199.85%3.56%0.32%5.29%
2018-0.13%2.52%3.09%-9.38%
20174.63%2.77%3.30%4.00%
2016-0.71%1.64%3.50%0.80%
20152.45%-0.19%-4.47%3.32%
20141.24%3.26%0.00%4.13%
20135.93%0.30%4.90%6.17%
20128.46%-1.93%4.34%-0.27%
20114.87%0.51%-8.98%7.40%
20104.08%-6.26%6.47%7.44%
2009-7.06%9.02%10.88%2.79%
2008-7.11%-0.77%-4.42%-11.45%
20072.79%2.56%0.44%-1.20%
20063.63%-2.97%3.14%4.56%
2005-0.56%2.00%2.66%0.79%
20043.23%-0.76%-0.43%8.27%
2003-0.74%11.02%2.89%8.67%
20020.28%-6.04%-8.84%5.37%
2001-6.24%4.32%-10.97%9.14%
20003.87%-3.94%0.66%-5.57%
19992.54%4.96%-1.45%18.58%
19987.81%1.18%-8.16%13.38%
19970.50%9.22%6.61%-0.44%

Rank in category (by total return)

YTD56
1-month60
3-month69
1-year40
3-year54
5-year45

Load adjusted returns

1-year11.16%
3-year1.64%
5-year6.44%
10-year6.90%