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SWOBX: SCHWAB BALANCED FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 16.59 0.14(0.85%) May 02
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (73%) |
| Start Date: | 12/27/1996 |
| Last Dividend Date: | 12/30/2024 |
| 12-Mo. Yield | 2.46% |
| Expenses | 0.49% |
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Performance Analytics (As of 04/28/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/27/1996 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.7 | -0.8 | 7.4 | 1.8 | 4.0 | 4.8 | 6.5 | 5.6 | 6.1 | 10.0 | 13.9 | -25.3 | 12.5 | 12.6 | 20.1 | -4.3 | 15.4 | 5.4 | 0.9 | 8.8 | 18.3 | 10.7 | 3.0 | 11.6 | 15.5 | -22.0 | 4.6 | 8.4 | 5.0 | 10.4 | 23.2 | -9.2 | -5.1 | -3.9 | 25.8 | 13.1 | 14.3 | 0.1 |
| Sharpe Ratio | NA | -0.61 | -0.06 | -0.24 | 0.12 | 0.24 | NA | NA | 0.35 | 0.36 | 0.97 | -1.52 | 1.36 | 0.6 | 2.43 | -0.53 | 3.27 | 0.61 | 0.09 | 1.16 | 2.51 | 1.34 | 0.21 | 0.96 | 1.01 | -1.04 | 0.16 | 0.73 | 0.38 | 1.18 | 2.49 | -0.78 | -0.57 | -0.33 | 1.15 | 0.86 | 1.52 | 8.36 |
| Draw Down(%) | NA | 11.3 | 14.0 | 15.6 | 27.0 | 27.0 | NA | NA | 36.0 | 5.6 | 8.6 | 25.3 | 4.2 | 22.4 | 3.8 | 13.8 | 1.4 | 8.1 | 7.2 | 4.6 | 4.9 | 6.3 | 12.2 | 9.9 | 16.7 | 31.3 | 7.0 | 7.0 | 4.6 | 7.2 | 6.3 | 18.7 | 18.6 | 14.1 | 10.6 | 16.5 | 5.2 | 0.0 |
| Standard Deviation(%) | NA | 16.9 | 12.5 | 13.3 | 12.5 | 12.0 | NA | NA | 12.7 | 9.5 | 9.9 | 17.7 | 9.2 | 20.6 | 7.7 | 10.7 | 4.5 | 8.4 | 9.1 | 7.6 | 7.3 | 8.0 | 14.6 | 12.0 | 15.2 | 21.8 | 10.6 | 7.1 | 7.4 | 8.1 | 9.0 | 13.1 | 13.3 | 24.5 | 19.6 | 11.5 | 7.1 | 1.0 |
| Treynor Ratio | NA | -0.11 | -0.01 | -0.03 | 0.02 | 0.03 | NA | NA | 0.06 | 0.03 | 0.1 | -0.27 | 0.13 | 0.13 | 0.18 | -0.05 | 0.14 | 0.05 | 0.01 | 0.08 | 0.17 | 0.11 | 0.03 | 0.11 | 0.18 | -0.25 | 0.01 | 0.05 | 0.03 | 0.09 | 0.24 | -0.16 | -1.1 | -0.86 | 5.58 | 0.73 | 0.18 | 0.67 |
| Alpha | NA | 0.02 | 0.01 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | 0.0 | 0.0 | -0.04 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.02 | -0.01 | -0.03 | -0.02 | 0.08 | 0.03 | 0.0 | 0.1 |
| Beta | NA | 0.94 | 0.96 | 0.96 | 0.98 | 0.97 | NA | NA | 0.8 | 1.01 | 0.93 | 0.98 | 1.0 | 0.91 | 1.07 | 1.07 | 1.07 | 1.06 | 1.04 | 1.13 | 1.05 | 1.02 | 1.07 | 1.1 | 0.86 | 0.92 | 1.14 | 1.02 | 1.09 | 1.06 | 0.94 | 0.65 | 0.07 | 0.09 | 0.04 | 0.13 | 0.6 | 0.13 |
| RSquared | NA | 0.98 | 0.97 | 0.83 | 0.85 | 0.87 | NA | NA | 0.54 | 0.96 | 0.79 | 0.79 | 0.84 | 0.84 | 0.97 | 0.97 | 0.88 | 0.97 | 0.97 | 0.97 | 0.97 | 0.87 | 0.98 | 0.94 | 0.88 | 0.98 | 0.96 | 0.91 | 0.93 | 0.84 | 0.94 | 0.47 | 0.0 | 0.0 | 0.0 | 0.02 | 0.74 | 1.0 |
| Yield(%) | N/A | 0.0 | 2.4 | 2.0 | 2.7 | 4.2 | 4.9 | 4.6 | N/A | 2.5 | 2.4 | 1.3 | 4.9 | 1.2 | 5.9 | 6.3 | 3.6 | 7.7 | 7.2 | 5.3 | 1.6 | 1.9 | 1.5 | 1.8 | 2.0 | 5.5 | 7.6 | 6.6 | 4.3 | 0.8 | 1.4 | 2.2 | 2.1 | 11.9 | 13.4 | 2.8 | 3.5 | 1.3 |
| Dividend Growth(%) | N/A | -100.0 | 16.2 | -48.3 | -55.2 | 35.5 | N/A | N/A | N/A | 16.2 | 39.7 | -71.9 | 358.1 | -77.4 | -16.3 | 98.4 | -54.2 | -0.4 | 42.4 | 268.1 | -3.7 | 25.0 | -7.0 | 0.0 | -73.1 | -29.8 | 16.7 | 56.1 | 518.4 | -35.6 | -41.8 | -1.7 | -85.5 | -0.2 | 436.7 | -10.8 | 165.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/1996
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See Moderate Allocation Asset Class Trend Rankings |
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