Schwab Balanced Fund&Trade; (SWOBX) Chart

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

YTD Return 1.01%

1-Year Return 12.09%

3-Year Return 13.27%

5-Year Return 6.70%

NAV $18.08

Previous Close $18.16

Net Assets $749.54 Million

Expense Ratio 0.51%

Dividend Yield 0.02%

Morning Star Rating -

Inception Date 1996-11-18

Update Date 2025-12-31

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