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 2025-08-15 YTD
Return
TRR
Price
SWAGX
×
+1.63%
2025-08-15
0.8554 TRR
2025-08-15
Schwab US Aggregate Bond Index Fund Mutual Fund

Returns

Thu 2017-02-23? to Fri 2025-08-15 Overall
Return
Exponential
Trendline
SWAGX
×
−14.46%
−1.83%/yr
−3.06%/yr
(R2=0.509)
Schwab US Aggregate Bond Index Fund Mutual Fund

Growth of $10,000

Thu 2017-02-23? to Fri 2025-08-15 Start
Value
End
Value
SWAGX
×
$10,000.00
2017-02-23
$8,553.64
2025-08-15
Schwab US Aggregate Bond Index Fund Mutual Fund

Annual Returns

Year SWAGX
2025 (YTD) +1.63%
2024 −1.46%
2023 +2.04%
2022 −18.33%
2021 −8.31%
2020 +5.99%
2019 +6.17%
2018 −1.98%
2017 +1.34%

Drawdowns

Thu 2017-02-23? to Fri 2025-08-15 Current
Drawdown
Worst
Drawdown
SWAGX
×
−24.13% −30.89%
2023-10-19
Schwab US Aggregate Bond Index Fund Mutual Fund