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SWLRX Chart NMFQS:SWLRX

Allocation--15% to 30% Equity | Schwab Funds
$9.74
↓ $-0.30 (-2.99%)
Last Updated: Apr 04, 2026

SWLRX Price Chart



Performance Summary

YTD Return 4.75%
1-Year Return 12.41%
3-Year Return 8.38%
5-Year Return 3.04%
NAV $9.74
Previous Close $10.04

Fund Metrics

Net Assets $68.93 Million
Expense Ratio 0.16%
Dividend Yield 0.05%
Morning Star Rating -
Inception Date 2008-03-28
Update Date 2025-12-31