Schwab Markettrack Balanced Fund Price History

SWBGX Fund  USD 21.01  0.02  0.1%   
Below is the normalized historical share price chart for Schwab Markettrack Balanced extending back to November 17, 1995. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Schwab Markettrack stands at 21.01, as last reported on the 2nd of December, with the highest price reaching 21.01 and the lowest price hitting 21.01 during the day.
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
If you're considering investing in Schwab Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Schwab Mutual Fund to be very steady. Schwab Markettrack owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.11, which indicates the fund had a 0.11% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Schwab Markettrack Balanced, which you can use to evaluate the volatility of the fund. Please validate Schwab Markettrack's Risk Adjusted Performance of 0.056, coefficient of variation of 1177.05, and Semi Deviation of 0.2817 to confirm if the risk estimate we provide is consistent with the expected return of 0.0453%.
  
Schwab Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.

Sharpe Ratio = 0.1131

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsSWBGX

Estimated Market Risk

 0.4
  actual daily
3
97% of assets are more volatile

Expected Return

 0.05
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.11
  actual daily
8
92% of assets perform better
Based on monthly moving average Schwab Markettrack is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Schwab Markettrack by adding it to a well-diversified portfolio.

Schwab Markettrack Mutual Fund Price History Chart

There are several ways to analyze Schwab Markettrack Balanced Fund price data. The simplest method is using a basic Schwab candlestick price chart, which shows Schwab Markettrack price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest PriceNovember 11, 202421.01
Lowest PriceSeptember 9, 202420.36

Schwab Markettrack December 2, 2024 Mutual Fund Price Synopsis

Various analyses of Schwab Markettrack's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Schwab Mutual Fund. It can be used to describe the percentage change in the price of Schwab Markettrack from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Schwab Mutual Fund.
Schwab Markettrack Price Action Indicator 0.01 
Schwab Markettrack Price Rate Of Daily Change 1.00 

Schwab Markettrack December 2, 2024 Mutual Fund Price Analysis

When benchmark price declines in a down market, there may be an uptick in Schwab Markettrack Balanced Fund price where buyers come in believing the asset is cheap or selling overdone. The opposite is true when the market is bullish. You can use Schwab Markettrack intraday prices and daily technical indicators to check the level of noise trading in Schwab Markettrack Balanced Fund and then apply it to test your longer-term investment strategies against Schwab.

Schwab Mutual Fund Price History Data

The price series of Schwab Markettrack for the period between Tue, Sep 3, 2024 and Mon, Dec 2, 2024 has a statistical range of 0.65 with a coefficient of variation of 0.86. The price distribution for the period has arithmetic mean of 20.75. The median price for the last 90 days is 20.78. The company had dividends distributed to its stock-holders on December 30, 2019.
OpenHighLowCloseVolume
12/02/2024
 21.01  21.01  21.01  21.01 
11/29/2024 21.01  21.01  21.01  21.01  1.00 
11/27/2024 21.01  21.01  21.01  21.01  1.00 
11/26/2024 20.99  20.99  20.99  20.99  1.00 
11/25/2024 21.00  21.00  21.00  21.00  1.00 
11/22/2024 20.79  20.79  20.79  20.79  1.00 
11/21/2024 20.79  20.79  20.79  20.79  1.00 
11/20/2024 20.72  20.72  20.72  20.72  1.00 
11/19/2024 20.74  20.74  20.74  20.74  1.00 
11/18/2024 20.70  20.70  20.70  20.70  1.00 
11/15/2024 20.74  20.74  20.74  20.74  1.00 
11/14/2024 20.74  20.74  20.74  20.74  1.00 
11/13/2024 20.81  20.81  20.81  20.81  1.00 
11/12/2024 20.85  20.85  20.85  20.85  1.00 
11/11/2024 21.01  21.01  21.01  21.01  1.00 
11/08/2024 20.99  20.99  20.99  20.99  1.00 
11/07/2024 20.99  20.99  20.99  20.99  1.00 
11/06/2024 20.83  20.83  20.83  20.83  1.00 
11/05/2024 20.69  20.69  20.69  20.69  1.00 
11/04/2024 20.53  20.53  20.53  20.53  1.00 
11/01/2024 20.49  20.49  20.49  20.49  1.00 
10/31/2024 20.49  20.49  20.49  20.49  1.00 
10/30/2024 20.68  20.68  20.68  20.68  1.00 
10/29/2024 20.72  20.72  20.72  20.72  1.00 
10/28/2024 20.72  20.72  20.72  20.72  1.00 
10/25/2024 20.67  20.67  20.67  20.67  1.00 
10/24/2024 20.71  20.71  20.71  20.71  1.00 
10/23/2024 20.66  20.66  20.66  20.66  1.00 
10/22/2024 20.78  20.78  20.78  20.78  1.00 
10/21/2024 20.81  20.81  20.81  20.81  1.00 
10/18/2024 20.95  20.95  20.95  20.95  1.00 
10/17/2024 20.89  20.89  20.89  20.89  1.00 
10/16/2024 20.94  20.94  20.94  20.94  1.00 
10/15/2024 20.85  20.85  20.85  20.85  1.00 
10/14/2024 20.92  20.92  20.92  20.92  1.00 
10/11/2024 20.78  20.78  20.78  20.78  1.00 
10/10/2024 20.78  20.78  20.78  20.78  1.00 
10/09/2024 20.80  20.80  20.80  20.80  1.00 
10/08/2024 20.77  20.77  20.77  20.77  1.00 
10/07/2024 20.73  20.73  20.73  20.73  1.00 
10/04/2024 20.85  20.85  20.85  20.85  1.00 
10/03/2024 20.80  20.80  20.80  20.80  1.00 
10/02/2024 20.89  20.89  20.89  20.89  1.00 
10/01/2024 20.90  20.90  20.90  20.90  1.00 
09/30/2024 20.98  20.98  20.98  20.98  1.00 
09/27/2024 20.97  20.97  20.97  20.97  1.00 
09/26/2024 20.97  20.97  20.97  20.97  1.00 
09/25/2024 20.85  20.85  20.85  20.85  1.00 
09/24/2024 20.93  20.93  20.93  20.93  1.00 
09/23/2024 20.87  20.87  20.87  20.87  1.00 
09/20/2024 20.83  20.83  20.83  20.83  1.00 
09/19/2024 20.90  20.90  20.90  20.90  1.00 
09/18/2024 20.68  20.68  20.68  20.68  1.00 
09/17/2024 20.73  20.73  20.73  20.73  1.00 
09/16/2024 20.74  20.74  20.74  20.74  1.00 
09/13/2024 20.58  20.58  20.58  20.58  1.00 
09/12/2024 20.58  20.58  20.58  20.58  1.00 
09/11/2024 20.48  20.48  20.48  20.48  1.00 
09/10/2024 20.40  20.40  20.40  20.40  1.00 
09/09/2024 20.36  20.36  20.36  20.36  1.00 
09/06/2024 20.43  20.43  20.43  20.43  1.00 

About Schwab Markettrack Mutual Fund history

Schwab Markettrack investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Schwab is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Schwab Markettrack will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Schwab Markettrack stock prices may prove useful in developing a viable investing in Schwab Markettrack
To pursue its goal, the fund maintains a defined asset allocation. The funds target allocation includes bond, stock and cash investments. Its allocation is weighted toward stock investments, while including substantial bond investments in seeking to add income and reduce the funds volatility. The fund seeks to remain close to the target allocations of approximately 60 percent equity, 36 percent fixed income and 4 percent cash and cash equivalents .

Schwab Markettrack Mutual Fund Technical Analysis

Schwab Markettrack technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
A focus of Schwab Markettrack technical analysis is to determine if market prices reflect all relevant information impacting that market. A technical analyst looks at the history of Schwab Markettrack trading pattern rather than external drivers such as economic, fundamental, or social events. It is believed that price action tends to repeat itself due to investors' collective, patterned behavior. Hence technical analysis focuses on identifiable price trends and conditions. More Info...

Did you try this?

Run Portfolio Optimization Now

   

Portfolio Optimization

Compute new portfolio that will generate highest expected return given your specified tolerance for risk
All  Next Launch Module

Schwab Markettrack Technical and Predictive Indicators

Predictive indicators are helping investors to find signals for Schwab Markettrack's price direction in advance. Along with the technical and fundamental analysis of Schwab Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Schwab to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.

Other Information on Investing in Schwab Mutual Fund

Schwab Markettrack financial ratios help investors to determine whether Schwab Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Schwab with respect to the benefits of owning Schwab Markettrack security.
Equity Valuation
Check real value of public entities based on technical and fundamental data
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Portfolio Analyzer
Portfolio analysis module that provides access to portfolio diagnostics and optimization engine