Schwab Balanced Fund

Class Inv (SWOBX)
Scorecard
3 / 5 Stars
Lipper
4 4 4 5 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B (Buy)

Fund Performance

Hypothetical Growth of $10,000

Updated 02.28.2014

Trailing Total Returns

Updated 02.28.2014

Total Return % + / - Morningstar Moderate Target Risk + / - Morningstar Moderately Aggr Target Risk % Rank
Year-to-date 1.65 -0.01 0.16 39
1-Month 3.06 -0.11 -0.99 68
3-Month 3.17 0.51 0.19 34
6-Month 10.78 1.25 -1.08 40
1-Year 15.74 3.22 -1.01 34
3-Year (Annualized) 9.77 1.54 0.31 24
5-Year (Annualized) 14.75 -0.26 -3.76 71
10-Year (Annualized) 5.79 -1.26 -1.91 57