SWBGX Mutual Fund

NAV$21.23

AUM$647M

TER0.48%

Holdings14

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SWBGX Mutual Fund

NAV$21.23

Schwab MarketTrack Balanced Portfolio

AUM$647M

TER0.48%

Holdings14

See how much of SWBGX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

SWBGX NAV Chart

Period	SWBGX return
Latest NAV	$21.23
1 month	+1.42%
3 months	+0.89%
6 months	+4.63%
Year to date	+8.16%
1 year	+13.25%
3 years	+12.93%
5 years	+6.34%
10 years	+7.94%

SWBGX Mutual Fund Price Chart

SWBGX NAV chart displays historical price data and trading volume. Year-to-date, SWBGX has returned 8.16%. The current price is $21.23.

SWBGX price history helps investors identify trends and make informed decisions. SWBGX returns break the record out by period. SWBGX vs another fund lets you evaluate against similar funds.