logo
light
☰
search

SWOBX Chart NMFQS:SWOBX

Allocation--50% to 70% Equity | Schwab Funds
$18.08
↓ $-0.09 (-0.50%)
Last Updated: Feb 17, 2026

SWOBX Price Chart

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


Performance Summary

YTD Return 1.85%
1-Year Return 13.09%
3-Year Return 12.91%
5-Year Return 7.21%
NAV $18.08
Previous Close $18.17

Fund Metrics

Net Assets $740.39 Million
Expense Ratio 0.51%
Dividend Yield 0.02%
Morning Star Rating -
Inception Date 1996-11-18
Update Date 2025-12-31

Related Funds to Explore

MMHDX interactive NAV price chart View Catholic Responsible Investments Bond Fund Investor Shares historical price movement
LTRKX fund performance chart Track ACPTX NAV trend over time
Artisan International Explorer Fund Institutional Shares price chart & visual analysis Explore PZINX fund price history graph
LAWCX multi-year NAV chart Check MassMutual Select TRP Bond Asset I fund chart & price data