Schwab Short Term Bond Fund Quote

SWSBX Fund  USD 9.56  0.03  0.31%   

Performance

0 of 100

 
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Odds Of Distress

Less than 22

 
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Low
Schwab Short-term is trading at 9.56 as of the 26th of November 2024; that is 0.31 percent increase since the beginning of the trading day. The fund's open price was 9.53. Schwab Short-term has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Schwab Short Term Bond are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of December 2022 and ending today, the 26th of November 2024. Click here to learn more.
The index is a broad-based benchmark measuring the performance of U.S. dollar-denominated U.S. Treasury bonds, government related bonds and investment grade U.S. corporate bonds that have a remaining maturity of greater than or equal to one year and less than five years. More on Schwab Short Term Bond

Moving together with Schwab Mutual Fund

  0.78SWCAX Schwab California TaxPairCorr
  0.94SWAGX Schwab Aggregate BondPairCorr

Moving against Schwab Mutual Fund

  0.64LGILX Laudus Large CapPairCorr
  0.55SWANX Schwab E EquityPairCorr
  0.46SWDSX Schwab Dividend EquityPairCorr
  0.35SWEGX Schwab Markettrack AllPairCorr

Schwab Mutual Fund Highlights

Fund ConcentrationSchwab Funds, Large Funds, Short-Term Bond Funds, Short-Term Bond, Schwab Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date19th of December 2022
Fiscal Year EndAugust
Schwab Short Term Bond [SWSBX] is traded in USA and was established 26th of November 2024. Schwab Short-term is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Short-Term Bond category and is part of Schwab Funds family. This fund at this time has accumulated 1.5 B in assets with no minimum investment requirementsSchwab Short Term is currently producing year-to-date (YTD) return of 3.29% with the current yeild of 0.0%, while the total return for the last 3 years was 0.77%.
Check Schwab Short-term Probability Of Bankruptcy

Instrument Allocation

Schwab Short-term Top Holders

SWDRXSchwab Target 2030Mutual FundTarget-Date 2030
SWHRXSchwab Target 2025Mutual FundTarget-Date 2025
SWCRXSchwab Target 2020Mutual FundTarget-Date 2020
SWBRXSchwab Target 2010Mutual FundTarget-Date 2000-2010
SWGRXSchwab Target 2015Mutual FundTarget-Date 2015
More Details

Schwab Short Term Risk Profiles

Schwab Short-term Against Markets

Other Information on Investing in Schwab Mutual Fund

Schwab Short-term 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 Short-term security.
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