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Schwab Balanced (SWOBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.84+0.07 (+0.42%)
At close: 08:06AM EDT

Risk overview

Morningstar risk rating★★★
Number of years up21
Number of years down6
Best 1-yr total return (24 Jun 2024)20.15%
Worst 1-yr total return (24 Jun 2024)N/A

Risk statistics

3 years
SWOBXCategory average
5 years
SWOBXCategory average
10 years
SWOBXCategory average
Alpha
1.89-0.01
1.36-0.01
1.34-0
BETA
1.040.01
1.010.01
1.020.01
Mean annual return
0.30.01
0.710.01
0.620.01
R-squared
95.20.93
95.050.92
93.490.92
Standard deviation
13.320.13
12.850.1
10.590.09
Sharpe ratio
0.030.01
0.490.01
0.560.01
Treynor ratio
-0.480.09
5.670.09
5.40.07