Schwab Markettrack Balanced Portfolio&Trade; (SWBGX) Chart

3M 6M YTD 1Y 5Y 10Y Max

YTD Return 3.49%

1-Year Return 15.86%

3-Year Return 13.18%

5-Year Return 6.79%

NAV $20.15

Previous Close $20.39

Net Assets $630.99 Million

Expense Ratio 0.48%

Dividend Yield 0.02%

Morning Star Rating -

Inception Date 1995-11-20

Update Date 2025-12-31

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