SWOBX Mutual Fund

NAV$19.01

AUM$772M

TER0.51%

Holdings7

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SWOBX Mutual Fund

NAV$19.01

Schwab Balanced Fund

AUM$772M

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	$19.01
1 month	-1.01%
3 months	+1.08%
6 months	+3.21%
Year to date	+4.19%
1 year	+11.17%
3 years	+11.15%
5 years	+5.64%
10 years	+8.41%

SWOBX Mutual Fund Price Chart

SWOBX NAV chart displays historical price data and trading volume. Year-to-date, SWOBX has returned 4.19%. The current price is $19.01.

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.