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Schwab Balanced Fund Investor Shares: (MF: SWOBX)

(NASDAQ Mutual Funds) As of Sep 18, 2024 08:00 PM ET

$17.39 USD

-0.04 (-0.23%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 11.26 47
3 months 5.81 29
6 months 8.13 45
1 Year 16.70 50
3 Year 2.67 67
5 Year 8.03 51
10 Year 7.28 35

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 75.31
Bear Market (10/07 - 2/09) -32.51
Bull Market (2/09 - 3/21) 319.39

Load Adjusted Returns as of Aug 31, 2024

1 Year 14.38
5 Year 7.53
10 Year 7.17
Since Inception 6.86

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 5.21 3.11 NA NA
2023 6.60 4.57 -3.34 9.07
2022 -7.28 -11.78 -5.68 5.01
2021 2.50 6.16 -0.26 5.76
2020 -11.60 14.70 5.00 7.78
2019 9.84 3.56 0.31 5.29

Annual Return

20242023202220212020201920182017201620152014
% Total Return 11.2617.53-18.9914.7914.7520.16-4.3715.525.330.928.82
% Total Return Rel to Index -8.28-8.71-0.78-13.88-3.64-11.320.02-6.26-6.60-0.46-4.82
% Total Return Rel to Peer 0.103.57-5.231.613.481.391.202.37-1.023.253.40
% Perf Quintile vs Peer* 0.002.005.002.002.003.003.002.004.001.002.00
% Dividends 0.000.330.230.850.180.220.360.470.210.320.33
% Yield 0.001.971.504.190.981.302.432.921.402.072.07
Capital Gains ($) 0.000.551.180.380.340.600.610.020.870.760.42
Expense Ratio 0.020.020.500.500.510.500.560.620.620.620.00

* 1 = Top 20%, 5 = Bottom 20%