logo
light
☰
search

SWBGX Chart NMFQS:SWBGX

Allocation--50% to 70% Equity | Schwab Funds
$20.15
↓ $-0.15 (-0.74%)
Last Updated: Feb 17, 2026

SWBGX Price Chart

3M 6M YTD 1Y 5Y 10Y Max
This chart displays NAV data for Schwab MarketTrack Balanced Portfolio™ (SWBGX). For complete fund information and metrics, visit the fund's overview page.


Performance Summary

YTD Return 2.63%
1-Year Return 15.45%
3-Year Return 11.88%
5-Year Return 7.19%
NAV $20.15
Previous Close $20.30

Fund Metrics

Net Assets $622.95 Million
Expense Ratio 0.48%
Dividend Yield 0.02%
Morning Star Rating -
Inception Date 1995-11-20
Update Date 2025-12-31

Related Funds to Explore

FGEMX interactive NAV price chart View Thrivent International Equity Class S historical price movement
LAURX fund performance chart Track JIBSX NAV trend over time
VY® CBRE Global Real Estate Portfolio Class S price chart & visual analysis Explore VLAGX fund price history graph
AUUAX multi-year NAV chart Check Alger Balanced Portfolio Class I-2 fund chart & price data