SWBGX Mutual Fund

NAV$21.04

AUM$644M

TER0.48%

Holdings14

See how much of SWBGX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

SWBGX Mutual Fund

NAV$21.04

Schwab MarketTrack Balanced Portfolio

AUM$644M

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	$21.04
1 month	+0.38%
3 months	-0.24%
6 months	+1.69%
Year to date	+6.40%
1 year	+7.81%
3 years	+14.63%
5 years	+5.90%
10 years	+7.90%

SWBGX Mutual Fund Price Chart

SWBGX NAV chart displays historical price data and trading volume. Year-to-date, SWBGX has returned 6.40%. The current price is $21.04.

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.