All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
SWAGX total return snapshot: SWAGX returned +3.74% over the past year and −0.27% YTD, with dividends reinvested. Since Feb. 23, 2017, SWAGX is up +16.58% in nominal total return, or +1.65%/yr, and is currently −2.92% below its total-return high on Aug. 6, 2020.
Data ending Mon Jul. 20, 2026
| Thu 2017-02-23💬 to Mon 2026-07-20 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWAGX × |
+16.58%
+1.65%/yr |
+0.92%/yr
R2=0.174 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Thu 2017-02-23💬 to Mon 2026-07-20 |
Start
Value |
End
Value |
|---|---|---|
| SWAGX × |
$10,000.00
2017-02-23 |
$11,658.34
2026-07-20 |
| YTD | YoY | |
|---|---|---|
| SWAGX × | −0.27% | +3.74% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SWAGX × |
−2.92%
on 2026-07-20 from 2020-08-06 peak |
−18.75%
on 2022-10-24 from 2020-08-06 peak |
| Period ending Mon 2026-07-20 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SWAGX × | +3.74% |
+7.83% +3.84%/yr |
+11.84% +3.80%/yr |
−1.68% −0.34%/yr |
— |
| Year | SWAGX |
|---|---|
| 2026 (YTD) | −0.27% |
| 2025 | +7.10% |
| 2024 | +1.38% |
| 2023 | +5.46% |
| 2022 | −13.06% |
| 2021 | −1.81% |
| 2020 | +7.39% |
| 2019 | +8.64% |
| 2018 | −0.11% |
| 2017 | +2.62% |
