Unlock stock picks and a broker-level newsfeed that powers Wall Street.

NasdaqGM - Delayed Quote USD

Schwab Balanced (SWOBX)

16.41
+0.07
+(0.43%)
At close: 8:04:28 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.27%
5y Average Return 7.91%
Number of Years Up 22
Number of Years Down 6
Best 1Y Total Return (Apr 28, 2025) 20.15%
Worst 1Y Total Return (Apr 28, 2025) --
Best 3Y Total Return 20.15%
Worst 3Y Total Return 2.18%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SWOBX
Category
YTD
-2.33%
9.69%
1-Month
-3.49%
0.91%
3-Month
-2.33%
5.21%
1-Year
4.80%
27.06%
3-Year
4.34%
11.00%
5-Year
9.42%
10.26%
10-Year
6.68%
8.34%
Last Bull Market
13.10%
15.58%
Last Bear Market
-11.79%
-12.16%

Annual Total Return (%) History

Year
SWOBX
Category
2025
--
--
2024
12.89%
--
2023
17.88%
--
2022
-18.98%
--
2021
14.76%
--
2020
14.73%
11.72%
2019
20.15%
19.23%
2018
-4.34%
-5.76%

2017
15.52%
13.21%
2016
5.29%
7.34%
2015
0.92%
-1.93%
2014
8.85%
6.21%
2013
18.33%
16.48%
2012
10.69%
11.72%
2011
3.02%
-0.11%
2010
11.62%
11.83%
2009
15.48%
24.13%
2008
-22.00%
-28.00%
2007
4.63%
5.99%
2006
8.44%
11.29%
2005
4.96%
5.13%
2004
10.44%
8.86%
2003
23.21%
20.35%
2002
-9.48%
-12.02%
2001
-4.97%
-5.05%
2000
-5.16%
1.82%
1999
25.77%
10.71%
1998
13.59%
13.52%
1997
16.51%
19.63%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.33% -- -- --
2024 5.21% 2.69% 5.00% -0.49%
2023 6.60% 4.58% -3.48% 9.55%
2022 -7.29% -11.79% -5.68% 5.04%
2021 2.50% 6.16% -0.26% 5.73%
2020 -11.60% 14.71% 5.00% 7.76%
2019 9.85% 3.56% 0.32% 5.29%
2018 -0.13% 2.52% 3.09% -9.38%
2017 4.63% 2.77% 3.30% 4.00%
2016 -0.71% 1.64% 3.50% 0.80%

2015 2.45% -0.19% -4.47% 3.32%
2014 1.24% 3.26% 0.00% 4.13%
2013 5.93% 0.30% 4.90% 6.17%
2012 8.46% -1.93% 4.34% -0.27%
2011 4.87% 0.51% -8.98% 7.40%
2010 4.08% -6.26% 6.47% 7.44%
2009 -7.06% 9.02% 10.88% 2.79%
2008 -7.11% -0.77% -4.42% -11.45%
2007 2.79% 2.56% 0.44% -1.20%
2006 3.63% -2.97% 3.14% 4.56%
2005 -0.56% 2.00% 2.66% 0.79%
2004 3.23% -0.76% -0.43% 8.27%
2003 -0.74% 11.02% 2.89% 8.67%
2002 0.28% -6.04% -8.84% 5.37%
2001 -6.24% 4.32% -10.97% 9.14%
2000 3.87% -3.94% 0.66% -5.57%
1999 2.54% 4.96% -1.45% 18.58%
1998 7.81% 1.18% -8.16% 13.38%
1997 0.50% 9.22% 6.61% -0.44%

Rank in Category (By Total Return)

YTD 88
1-Month 77
3-Month 88
1-Year 59
3-Year 46
5-Year 63

Load Adjusted Returns

1-Year 4.80%
3-Year 4.34%
5-Year 9.42%
10-Year 6.68%

Performance & Risk

YTD Return -2.27%
5y Average Return 7.91%
Rank in Category (ytd) 88
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Schwab Funds
Net Assets 678.1M
YTD Return -2.33%
Yield 2.31%
Morningstar Rating
Inception Date Nov 18, 1996

Fund Summary

The fund generally invests in a diversified group of other affiliated Schwab funds in accordance with its target portfolio allocation. It invests 55-65% of its assets in equity securities (including stocks and equity funds) and 35-45% in fixed-income securities (including bonds and fixed-income funds), and cash or cash equivalents (including money market funds). For temporary defensive purposes during unusual economic or market conditions or for liquidity purposes, the fund may invest up to 100% of its assets directly in cash, money market instruments, repurchase agreements and other short-term obligations.

Related Tickers

FPHAX Fidelity Select Pharmaceuticals Port
24.53
+1.66%
 
RYLDX Rydex Dow 2x Strategy A
147.73
+1.46%
 
UDPIX ProFunds Ultra Dow 30 ProFund
69.38
+1.46%
 
RYCVX Rydex Dow 2x Strategy H
147.09
+1.46%
 
RYCYX Rydex Dow 2x Strategy C
121.67
+1.46%
 
LCMGX Lord Abbett Micro Cap Growth Fund
17.68
+1.43%
 
LFMGX Lord Abbett Micro Cap Growth F
18.53
+1.42%
 
LMIYX Lord Abbett Micro Cap Growth I
18.53
+1.42%
 
LFSFX Lord Abbett Focused Small Cap Value F
25.97
+1.41%
 
LFVCX Lord Abbett Focused Small Cap Value C
24.56
+1.40%
 
INPIX ProFunds Internet UltraSector Inv
50.14
+1.40%
 
LFVAX Lord Abbett Focused Small Cap Value A
23.42
+1.39%
 
LMVVX Lord Abbett Focused Small Cap Value R5
25.81
+1.37%
 
INPSX ProFunds Internet UltraSector Svc
31.80
+1.37%
 
LMVOX Lord Abbett Focused Small Cap Value F3
25.90
+1.37%
 
LMVWX Lord Abbett Focused Small Cap Value R6
25.90
+1.37%
 
VFPIX Private Capital Management Value Fund
17.14
+1.36%
 
EILGX Eaton Vance Atlanta Capital Focused Gr I
18.05
+1.35%
 
BPTIX Baron Partners Institutional
188.47
+1.34%
 
BPTRX Baron Partners Retail
180.34
+1.34%
 
UOPSX ProFunds UltraNASDAQ-100 Fund
64.16
+1.21%
 
WGROX Wasatch Core Growth
80.08
+1.21%
 
UOPIX ProFunds UltraNASDAQ-100 Fund
93.56
+1.21%
 
WIGRX Wasatch Core Growth Institutional
81.88
+1.21%
 
RYVLX Rydex NASDAQ-100 2x Strategy A
450.19
+1.21%
 
RYVYX Rydex NASDAQ-100 2x Strategy H
450.04
+1.21%
 
RYCCX Rydex NASDAQ-100 2x Strategy C
315.82
+1.20%
 
WGMCX Wasatch Ultra Growth Institutional
28.89
+1.19%
 
ARTYX Artisan Developing World Investor
22.62
+1.16%
 
BGRIX Baron Growth Fund
87.47
+1.16%
 
PHLAX PGIM Jennison Health Sciences A
32.46
+1.15%
 
CNPIX Consumer Staples UltraSector ProFund Inv
76.56
+1.15%
 
CNPSX Consumer Staples UltraSector ProFund Svc
66.42
+1.14%
 
PHSZX PGIM Jennison Health Sciences Z
41.63
+1.14%
 
COAGX Gator Capital L/S Fd
48.72
+1.14%
 
APHYX Artisan Developing World Fund
23.07
+1.14%
 
PHLQX PGIM Jennison Health Sciences R6
42.06
+1.13%
 
PJHRX PGIM Jennison Health Sciences R
29.90
+1.12%
 
APDYX Artisan Developing World Fund
22.90
+1.10%
 
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
48.25
+1.07%
 
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
60.85
+1.06%
 
JFNIX Janus Henderson Global Life Sciences Fund
67.91
+1.04%
 
JFNCX Janus Henderson Global Life Sciences Fund
56.84
+1.03%
 
JFNNX Janus Henderson Global Life Sciences Fund Class N Shares
67.65
+1.03%
 
JNGLX Janus Henderson Global Life Sciences D
67.77
+1.03%
 
JFNAX Janus Henderson Global Life Sciences Fund
66.09
+1.02%
 
JFNSX Janus Henderson Global Life Sciences Fund
64.22
+1.02%
 
JAGLX Janus Henderson Global Life Sciences T
67.33
+1.02%
 
TFIFX T. Rowe Price Financial Services I
41.90
+1.01%
 
PRISX T. Rowe Price Financial Services
41.99
+1.01%
 
CSMCX Congress Small Cap Growth Institutional
42.44
+1.00%
 
CSMVX Congress Small Cap Growth Retail
36.85
+0.99%
 
RYGBX Rydex Government Long Bd 1.2x Strat Inv
106.05
+0.98%
 
BSFIX Baron Small Cap Instl
29.35
+0.96%
 
MISMX Matthews EM Sm Coms Instl
23.13
+0.96%
 
MSMLX Matthews EM Sm Coms Inv
23.15
+0.96%
 
DHLTX Diamond Hill Select I
22.24
+0.95%
 
DHTYX Diamond Hill Select Fund
22.37
+0.95%
 
BSCFX Baron Small Cap Retail
26.79
+0.94%
 
DVSMX Driehaus Small Cap Growth Investor
19.50
+0.93%
 
UMPSX ProFunds UltraMid Cap Fund
41.23
+0.93%
 
VLAAX Value Line Asset Allocation Investor
41.23
+0.93%
 
BSCUX Baron Small Cap R6
29.33
+0.93%
 
SMFYX American Beacon Stephens Mid-Cap Gr Y
35.93
+0.93%
 
DHTAX Diamond Hill Select Fund
21.86
+0.92%
 
FSLBX Fidelity Select Brokerage & Inv Mgmt
167.30
+0.92%
 
SMFAX American Beacon Stephens Mid-Cap Gr A
28.60
+0.92%
 
DNSMX Driehaus Small Cap Growth Institutional
19.91
+0.91%
 
STMGX American Beacon Stephens Mid-Cap Growth Fund
28.81
+0.91%
 
MGQAX Morgan Stanley Inst Global Stars A
16.64
+0.91%
 
MRFOX Marshfield Concentrated Opportunity
32.34
+0.90%
 
UMPIX ProFunds UltraMid Cap Fund
53.58
+0.90%
 
DFDSX DF Dent Small Cap Growth Investor
22.34
+0.90%
 
VLAIX Value Line Asset Allocation Instl
41.34
+0.90%
 
MGQIX Morgan Stanley Inst Global Stars I
16.76
+0.90%
 
MGQSX Morgan Stanley Inst Global Stars R6
16.76
+0.90%
 
DEOPX Davenport Equity Opportunities
23.52
+0.90%
 
SFMIX American Beacon Stephens Mid-Cap Gr R5
36.38
+0.89%
 
FSPCX Fidelity Select Insurance Port
92.27
+0.89%
 
BARIX Baron Asset Instl
95.76
+0.88%
 
PXSGX Virtus KAR Small-Cap Growth I
28.54
+0.88%
 
WBSIX William Blair Small Cap Growth I
30.90
+0.88%
 
MSFAX Morgan Stanley Inst Global Franchise I
34.36
+0.88%
 
MSFBX Morgan Stanley Inst Global Franchise A
33.32
+0.88%
 
WBSRX William Blair Small Cap Growth R6
31.04
+0.88%
 
WBSNX William Blair Small Cap Growth N
25.30
+0.88%
 
AGFIX AB Growth I
120.84
+0.88%
 
MRLSX AMG Renaissance Large Cap Growth I
17.35
+0.87%
 
ATHAX American Century Heritage A
18.51
+0.87%
 
AGRYX AB Growth Advisor
121.53
+0.87%
 
AGRFX AB Growth A
101.86
+0.87%
 
PSGAX Virtus KAR Small-Cap Growth A
26.90
+0.86%
 
EIERX Eaton Vance Stock I
20.00
+0.86%
 
CSRYX Columbia Select Large Cap Value Inst3
35.42
+0.85%
 
TMPRX Touchstone Mid Cap R6
51.97
+0.85%
 
CSVGX Columbia Select Large Cap Value S
34.65
+0.84%
 
CSVZX Columbia Select Large Cap Value Inst
34.65
+0.84%
 
SLVIX Columbia Select Large Cap Value Inst2
34.67
+0.84%
 
MGRIX Marsico Growth
23.93
+0.84%
 
VEVIX Victory Sycamore Established Value Fund
43.36
+0.84%