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SWOBX Chart NMFQS:SWOBX

Allocation--50% to 70% Equity | Schwab Funds
$18.92
↑ $0.09 (0.48%)
Last Updated: Jul 10, 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 Schwab Balanced Fund&Trade; (SWOBX) fund's overview page.


Performance Summary

YTD Return 5.82%
1-Year Return 17.91%
3-Year Return 13.80%
5-Year Return 6.73%
NAV $18.92
Previous Close $18.83

Fund Metrics

Net Assets $758.02 Million
Expense Ratio 0.51%
Dividend Yield 0.02%
Morning Star Rating -
Inception Date 1996-11-18
Update Date 2026-03-31