Schwab Balanced Fund Price History

SWOBX Fund  USD 17.94  0.07  0.39%   
Below is the normalized historical share price chart for Schwab Balanced Fund extending back to November 22, 1996. 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 Balanced stands at 17.94, as last reported on the 3rd of December, with the highest price reaching 17.94 and the lowest price hitting 17.94 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 Balanced owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.16, which indicates the fund had a 0.16% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Schwab Balanced Fund, which you can use to evaluate the volatility of the fund. Please validate Schwab Balanced's Semi Deviation of 0.4107, coefficient of variation of 880.18, and Risk Adjusted Performance of 0.0816 to confirm if the risk estimate we provide is consistent with the expected return of 0.0752%.
  
Schwab Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.

Sharpe Ratio = 0.1581

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashSWOBXAverage RiskHigh RiskHuge Risk
Negative Returns

Estimated Market Risk

 0.48
  actual daily
4
96% of assets are more volatile

Expected Return

 0.08
  actual daily
1
99% of assets have higher returns

Risk-Adjusted Return

 0.16
  actual daily
12
88% of assets perform better
Based on monthly moving average Schwab Balanced is performing at about 12% 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 Balanced by adding it to a well-diversified portfolio.

Schwab Balanced Mutual Fund Price History Chart

There are several ways to analyze Schwab Balanced Fund price data. The simplest method is using a basic Schwab candlestick price chart, which shows Schwab Balanced 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 PriceDecember 2, 202417.94
Lowest PriceSeptember 9, 202417.02

Schwab Balanced December 3, 2024 Mutual Fund Price Synopsis

Various analyses of Schwab Balanced'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 Balanced 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 Balanced Price Rate Of Daily Change 1.00 
Schwab Balanced Price Action Indicator 0.04 

Schwab Balanced December 3, 2024 Mutual Fund Price Analysis

When benchmark price declines in a down market, there may be an uptick in Schwab 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 Balanced intraday prices and daily technical indicators to check the level of noise trading in Schwab 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 Balanced for the period between Wed, Sep 4, 2024 and Tue, Dec 3, 2024 has a statistical range of 1.03 with a coefficient of variation of 1.21. The price distribution for the period has arithmetic mean of 17.53. The median price for the last 90 days is 17.55. The company had dividends distributed to its stock-holders on December 30, 2019.
OpenHighLowCloseVolume
12/03/2024
 17.94  17.94  17.94  17.94 
12/02/2024 17.94  17.94  17.94  17.94  1.00 
11/29/2024 17.87  17.87  17.87  17.87  1.00 
11/27/2024 17.79  17.79  17.79  17.79  1.00 
11/26/2024 17.80  17.80  17.80  17.80  1.00 
11/25/2024 17.78  17.78  17.78  17.78  1.00 
11/22/2024 17.64  17.64  17.64  17.64  1.00 
11/21/2024 17.64  17.64  17.64  17.64  1.00 
11/20/2024 17.60  17.60  17.60  17.60  1.00 
11/19/2024 17.61  17.61  17.61  17.61  1.00 
11/18/2024 17.54  17.54  17.54  17.54  1.00 
11/15/2024 17.67  17.67  17.67  17.67  1.00 
11/14/2024 17.67  17.67  17.67  17.67  1.00 
11/13/2024 17.75  17.75  17.75  17.75  1.00 
11/12/2024 17.78  17.78  17.78  17.78  1.00 
11/11/2024 17.86  17.86  17.86  17.86  1.00 
11/08/2024 17.83  17.83  17.83  17.83  1.00 
11/07/2024 17.81  17.81  17.81  17.81  1.00 
11/06/2024 17.65  17.65  17.65  17.65  1.00 
11/05/2024 17.48  17.48  17.48  17.48  1.00 
11/04/2024 17.34  17.34  17.34  17.34  1.00 
11/01/2024 17.29  17.29  17.29  17.29  1.00 
10/31/2024 17.29  17.29  17.29  17.29  1.00 
10/30/2024 17.49  17.49  17.49  17.49  1.00 
10/29/2024 17.54  17.54  17.54  17.54  1.00 
10/28/2024 17.52  17.52  17.52  17.52  1.00 
10/25/2024 17.48  17.48  17.48  17.48  1.00 
10/24/2024 17.48  17.48  17.48  17.48  1.00 
10/23/2024 17.45  17.45  17.45  17.45  1.00 
10/22/2024 17.59  17.59  17.59  17.59  1.00 
10/21/2024 17.61  17.61  17.61  17.61  1.00 
10/18/2024 17.69  17.69  17.69  17.69  1.00 
10/17/2024 17.62  17.62  17.62  17.62  1.00 
10/16/2024 17.65  17.65  17.65  17.65  1.00 
10/15/2024 17.60  17.60  17.60  17.60  1.00 
10/14/2024 17.68  17.68  17.68  17.68  1.00 
10/11/2024 17.55  17.55  17.55  17.55  1.00 
10/10/2024 17.55  17.55  17.55  17.55  1.00 
10/09/2024 17.57  17.57  17.57  17.57  1.00 
10/08/2024 17.52  17.52  17.52  17.52  1.00 
10/07/2024 17.43  17.43  17.43  17.43  1.00 
10/04/2024 17.54  17.54  17.54  17.54  1.00 
10/03/2024 17.48  17.48  17.48  17.48  1.00 
10/02/2024 17.53  17.53  17.53  17.53  1.00 
10/01/2024 17.55  17.55  17.55  17.55  1.00 
09/30/2024 17.63  17.63  17.63  17.63  1.00 
09/27/2024 17.62  17.62  17.62  17.62  1.00 
09/26/2024 17.63  17.63  17.63  17.63  1.00 
09/25/2024 17.54  17.54  17.54  17.54  1.00 
09/24/2024 17.60  17.60  17.60  17.60  1.00 
09/23/2024 17.56  17.56  17.56  17.56  1.00 
09/20/2024 17.55  17.55  17.55  17.55  1.00 
09/19/2024 17.61  17.61  17.61  17.61  1.00 
09/18/2024 17.39  17.39  17.39  17.39  1.00 
09/17/2024 17.43  17.43  17.43  17.43  1.00 
09/16/2024 17.43  17.43  17.43  17.43  1.00 
09/13/2024 17.40  17.40  17.40  17.40  1.00 
09/12/2024 17.30  17.30  17.30  17.30  1.00 
09/11/2024 17.21  17.21  17.21  17.21  1.00 
09/10/2024 17.08  17.08  17.08  17.08  1.00 
09/09/2024 17.02  17.02  17.02  17.02  1.00 

About Schwab Balanced Mutual Fund history

Schwab Balanced 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 Balanced 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 Balanced stock prices may prove useful in developing a viable investing in Schwab Balanced
The fund generally invests in a diversified group of other affiliated Schwab funds in accordance with its target portfolio allocation. It invests 55-65 percent of its assets in equity securities and 35-45 percent in fixed-income securities , and cash or cash equivalents . For temporary defensive purposes during unusual economic or market conditions or for liquidity purposes, the fund may invest up to 100 percent of its assets directly in cash, money market instruments, repurchase agreements and other short-term obligations.

Schwab Balanced Mutual Fund Technical Analysis

Schwab Balanced 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 Balanced technical analysis is to determine if market prices reflect all relevant information impacting that market. A technical analyst looks at the history of Schwab Balanced 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 Volatility Analysis Now

   

Volatility Analysis

Get historical volatility and risk analysis based on latest market data
All  Next Launch Module

Schwab Balanced Technical and Predictive Indicators

Predictive indicators are helping investors to find signals for Schwab Balanced'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 Balanced 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 Balanced security.
Sectors
List of equity sectors categorizing publicly traded companies based on their primary business activities
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity