All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SWAGX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2017-02-23? to Fri 2025-12-12 YTD
Return
TRR
Price
SWAGX
×
+2.53%
2025-12-12
0.8639 TRR
2025-12-12
Schwab US Aggregate Bond Index Fund Mutual Fund

Returns

Thu 2017-02-23? to Fri 2025-12-12 Overall
Return
Exponential
Trendline
SWAGX
×
−13.61%
−1.65%/yr
−2.93%/yr
(R2=0.514)
Schwab US Aggregate Bond Index Fund Mutual Fund

Growth of $10,000

Thu 2017-02-23? to Fri 2025-12-12 Start
Value
End
Value
SWAGX
×
$10,000.00
2017-02-23
$8,638.54
2025-12-12
Schwab US Aggregate Bond Index Fund Mutual Fund

Annual Returns

Year SWAGX
2025 (YTD) +2.53%
2024 −1.46%
2023 +2.05%
2022 −18.33%
2021 −8.31%
2020 +6.09%
2019 +6.18%
2018 −1.99%
2017 +1.34%

Drawdowns

Thu 2017-02-23? to Fri 2025-12-12 Current
Drawdown
Worst
Drawdown
SWAGX
×
−23.38% −30.83%
2023-10-19
Schwab US Aggregate Bond Index Fund Mutual Fund