Schwab MarketTrack Balanced Portfolio

Class No Load (SWBGX)
Scorecard
3 / 5 Stars
Lipper
4 4 4 5 4
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
C+ (Hold)

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 1.34 -0.32 -0.15 60
1-Month 3.11 -0.06 -0.94 63
3-Month 2.49 -0.17 -0.49 68
6-Month 10.04 0.51 -1.83 57
1-Year 14.21 1.70 -2.54 54
3-Year (Annualized) 8.58 0.35 -0.88 51
5-Year (Annualized) 15.19 0.18 -3.32 62
10-Year (Annualized) 5.75 -1.30 -1.95 59