SWOBX Mutual Fund

NAV$18.88

AUM$749M

TER0.51%

Holdings7

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SWOBX Mutual Fund

NAV$18.88

Schwab Balanced Fund

AUM$749M

TER0.51%

Holdings7

See how much of SWOBX 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

SWOBX NAV Chart

Period	SWOBX return
Latest NAV	$18.88
1 month	+1.66%
3 months	+0.11%
6 months	+4.63%
Year to date	+5.92%
1 year	+10.76%
3 years	+12.37%
5 years	+5.64%
10 years	+8.57%

SWOBX Mutual Fund Price Chart

SWOBX NAV chart displays historical price data and trading volume. Year-to-date, SWOBX has returned 5.92%. The current price is $18.88.

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