All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2017-02-23? to Thu 2025-05-01 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SWAGX × |
+0.84%
2025-05-01 |
0.8484 TRR
2025-05-01 |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
Thu 2017-02-23? to Thu 2025-05-01 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SWAGX × |
−15.16%
−1.99%/yr |
−3.11%/yr
(R2=0.492) |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
Thu 2017-02-23? to Thu 2025-05-01 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SWAGX × |
$10,000.00
2017-02-23 |
$8,484.27
2025-05-01 |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
Year | SWAGX |
---|---|
2025 (YTD) | +0.84% |
2024 | −1.46% |
2023 | +2.05% |
2022 | −18.35% |
2021 | −8.28% |
2020 | +5.87% |
2019 | +6.24% |
2018 | −2.07% |
2017 | +1.43% |
Thu 2017-02-23? to Thu 2025-05-01 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SWAGX × | −24.83% |
−31.00%
2023-10-19 |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||