Splet28. feb. 2024 · Fund Analysis Performance Sustainability Risk Price Portfolio People Parent NAV / 1-Day Return 17.93 / 0.28 % Total Assets 546.0 Mil; Adj. Expense Ratio 0.400 % … Splet11. feb. 2024 · The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance. The current Schwab U.S. Aggregate Bond Index Fund Sharpe ratio is -1.08.A negative Sharpe ratio means that the risk-free …
Schwab Treasury Inflation Protected Securities Index Fund
SpletSWAGX: $10,246 BBg US Agg Bond : $10,339 Intermediate Core Bond : $10,231 10K 10.2K 10.4K 10.6K 10.8K 11K 11.2K 11.4K 11.6K 11.8K 12K 2024 2024 2024 2024 2024 2024 Compare Chart Fund Facts Search The performance data featured represents past performance, which is no guarantee of future results. SpletSee U.S. News Best Mutual Fund rankings for more than 4,500 mutual funds ina ll categories, based on expert analyst opinions and fund-level data. forge of god greg bear
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Splet18. jul. 2024 · A bond index fund is a firm that buys bonds to match an index. It then creates securities from the bonds and sells them to investors. The index fund is designed to match the performance of an index, such as the Barclays Aggregate U.S. Bond Index. You can buy index-related products like bond mutual funds, or you can choose from the growing ... Splet11. dec. 2024 · Schwab Balanced Fund (SWOBX (opens in new tab), $19.92) is a so-called "fund of funds" that invests primarily in other Schwab products to produce a portfolio that is 55% to 65% invested in stocks ... Splet20. jan. 2024 · Total Net Assets. The similarity in performance between these two funds doesn’t mean they are interchangeable. It’s important to consider other factors like fund size and minimum investment requirements. For example, FXAIX has 352 Billion in assets under management, while SWPPX has 60.80 Billion. forge of gods map