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SWBGX Chart NMFQS:SWBGX

Allocation--50% to 70% Equity | Schwab Funds
$21.26
↑ $0.00 (0.00%)
Last Updated: Jul 12, 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 Schwab Markettrack Balanced Portfolio&Trade; (SWBGX) fund's overview page.


Performance Summary

YTD Return 7.58%
1-Year Return 19.32%
3-Year Return 13.97%
5-Year Return 6.80%
NAV $21.26
Previous Close $21.26

Fund Metrics

Net Assets $643.24 Million
Expense Ratio 0.48%
Dividend Yield 0.02%
Morning Star Rating -
Inception Date 1995-11-20
Update Date 2026-03-31