All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
SWAGX total return snapshot: SWAGX returned +3.38% over the past year and +0.39% YTD, with dividends reinvested. Since Feb. 23, 2017, SWAGX is up +17.36% in nominal total return, or +1.73%/yr, and is currently −2.28% below its total-return high on Aug. 6, 2020.
Data ending Tue Jun. 30, 2026
| Thu 2017-02-23💬 to Tue 2026-06-30 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SWAGX × |
+0.39%
2026-06-30 |
+3.38%
2026-06-30 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Thu 2017-02-23💬 to Tue 2026-06-30 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWAGX × |
+17.36%
+1.73%/yr |
+0.91%/yr
(R2=0.169) |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Thu 2017-02-23💬 to Tue 2026-06-30 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWAGX × |
$10,000.00
2017-02-23 |
$11,735.57
2026-06-30 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Year | SWAGX |
|---|---|
| 2026 (YTD) | +0.39% |
| 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 Tue 2026-06-30 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWAGX × |
−2.28%
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 Tue 2026-06-30 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SWAGX × | +3.38% |
+9.65% +4.72%/yr |
+12.45% +3.99%/yr |
−0.09% −0.02%/yr |
— | |
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
