All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

SWAGX: Total Return Chart (with Dividends Reinvested)

Thu 2017-02-23? to Tue 2025-06-24 YTD
Return
TR
Price
SWAGX
×
+3.20%
2025-06-24
1.126 TR
2025-06-24
Schwab US Aggregate Bond Index Fund Mutual Fund

Returns

Thu 2017-02-23? to Tue 2025-06-24 Overall
Return
Exponential
Trendline
SWAGX
×
+12.63%
+1.44%/yr
+0.63%/yr
(R2=0.067)
Schwab US Aggregate Bond Index Fund Mutual Fund

Growth of $10,000

Thu 2017-02-23? to Tue 2025-06-24 Start
Value
End
Value
SWAGX
×
$10,000.00
2017-02-23
$11,262.80
2025-06-24
Schwab US Aggregate Bond Index Fund Mutual Fund

Annual Returns

Year SWAGX
2025 (YTD) +3.20%
2024 +1.38%
2023 +5.44%
2022 −13.08%
2021 −1.79%
2020 +7.38%
2019 +8.66%
2018 −0.12%
2017 +2.62%

Drawdowns

Thu 2017-02-23? to Tue 2025-06-24 Current
Drawdown
Worst
Drawdown
SWAGX
×
−6.24% −18.77%
2022-10-24
Schwab US Aggregate Bond Index Fund Mutual Fund