SWOBX Mutual Fund

NAV$18.43

AUM$727M

TER0.51%

Holdings7

See how much of SWOBX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

SWOBX Mutual Fund

NAV$18.43

Schwab Balanced Fund

AUM$727M

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	$18.43
1 month	-0.53%
3 months	-0.16%
6 months	+0.92%
Year to date	+4.02%
1 year	+4.33%
3 years	+14.16%
5 years	+5.29%
10 years	+8.56%

SWOBX Mutual Fund Price Chart

SWOBX NAV chart displays historical price data and trading volume. Year-to-date, SWOBX has returned 4.02%. The current price is $18.43.

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.