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.
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.
Schwab |
Sharpe Ratio = 0.1581
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Cash | SWOBX | Average Risk | High Risk | Huge Risk |
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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 Price | December 2, 2024 | 17.94 |
Lowest Price | September 9, 2024 | 17.02 |
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
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.Open | High | Low | Close | Volume | ||
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.
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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.
Risk Adjusted Performance | 0.0816 | |||
Jensen Alpha | (0.01) | |||
Total Risk Alpha | (0.03) | |||
Sortino Ratio | (0.12) | |||
Treynor Ratio | 0.1009 |
Cycle Indicators | ||
Math Operators | ||
Math Transform | ||
Momentum Indicators | ||
Overlap Studies | ||
Pattern Recognition | ||
Price Transform | ||
Statistic Functions | ||
Volatility Indicators | ||
Volume Indicators |
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.
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