Schwab Balanced Fund - Seasonality

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Schwab Balanced Fund - Seasonality

Seasonality Charts

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Correlation

2020

79.34%

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Probability %	80%	60%	50%	70%	90%	80%	90%	70%	56%	56%	89%	100%
Average return %	+1.66%	-0.42%	-0.86%	+0.85%	+1.80%	+1.27%	+1.84%	+0.85%	-1.44%	+0.01%	+3.00%	-5.01%
2026	+1.62%	-0.22%	-4.19%	+5.41%	+2.65%	-0.53%	-1.33%	+1.93%	-1.16%	--	--	--
2025	+2.39%	-1.17%	-3.49%	-3.06%	+7.26%	+3.59%	+0.63%	+2.54%	+1.82%	+1.79%	+0.21%	-4.72%
2024	+0.19%	+2.82%	+1.87%	-3.42%	+3.42%	+3.18%	+0.95%	+1.59%	+1.97%	-1.93%	+2.89%	-6.01%
2023	+6.25%	-2.70%	+3.13%	+0.47%	+0.54%	+2.67%	+2.99%	-1.58%	-3.84%	-2.47%	+7.10%	-0.57%
2022	-4.70%	-2.49%	-0.23%	-7.00%	+0.43%	-5.55%	+6.20%	-4.07%	-7.41%	+3.42%	+5.36%	-12.50%
2021	-0.40%	+1.14%	+1.75%	+3.55%	+0.43%	+2.08%	+1.52%	+1.70%	-3.39%	+3.51%	-0.46%	-3.61%
2020	+0.63%	-4.10%	-8.41%	+8.82%	+3.56%	+1.78%	+3.75%	+3.98%	-2.67%	-1.73%	+6.55%	-0.06%
2019	+6.01%	+2.25%	+1.34%	+2.37%	-3.35%	+4.66%	+0.64%	-0.44%	+0.13%	+1.46%	+2.31%	-3.61%
2018	+3.17%	-2.44%	-0.77%	+0.06%	+2.13%	+0.32%	+1.45%	+2.24%	-0.61%	-5.63%	+1.43%	-11.64%
2017	+1.45%	+2.71%	+0.35%	+1.31%	+0.89%	+0.54%	+1.55%	+0.66%	+1.05%	+1.63%	+1.60%	-2.40%

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