All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
SWAGX total return snapshot: SWAGX returned +4.42% over the past year and +0.28% YTD, with dividends reinvested. Since Feb. 23, 2017, SWAGX is up +17.22% in nominal total return, or +1.72%/yr, and is currently −2.39% below its total-return high on Aug. 6, 2020.
Data ending Fri Jun. 12, 2026
| Thu 2017-02-23💬 to Fri 2026-06-12 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SWAGX × |
+0.28%
2026-06-12 |
+4.42%
2026-06-12 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Thu 2017-02-23💬 to Fri 2026-06-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWAGX × |
+17.22%
+1.72%/yr |
+0.90%/yr
(R2=0.164) |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Thu 2017-02-23💬 to Fri 2026-06-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWAGX × |
$10,000.00
2017-02-23 |
$11,722.40
2026-06-12 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Year | SWAGX |
|---|---|
| 2026 (YTD) | +0.28% |
| 2025 | +7.10% |
| 2024 | +1.38% |
| 2023 | +5.46% |
| 2022 | −13.06% |
| 2021 | −1.81% |
| 2020 | +7.39% |
| 2019 | +8.63% |
| 2018 | −0.11% |
| 2017 | +2.62% |
| Thu 2017-02-23💬 to Fri 2026-06-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWAGX × |
−2.39%
from 2020-08-06 peak |
−18.75%
2022-10-24 from 2020-08-06 peak |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Period ending Fri 2026-06-12 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SWAGX × | +4.42% |
+9.49% +4.64%/yr |
+12.39% +3.97%/yr |
−0.03% −0.01%/yr |
— | |
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
