SWBGX Mutual Fund

NAV$21.24

AUM$655M

TER0.48%

Holdings14

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SWBGX Mutual Fund

NAV$21.24

Schwab MarketTrack Balanced Portfolio

AUM$655M

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	$21.24
1 month	-0.38%
3 months	+1.93%
6 months	+4.91%
Year to date	+6.65%
1 year	+14.59%
3 years	+11.66%
5 years	+6.34%
10 years	+7.81%

SWBGX Mutual Fund Price Chart

SWBGX NAV chart displays historical price data and trading volume. Year-to-date, SWBGX has returned 6.65%. The current price is $21.24.

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.