All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2017-02-23? to Thu 2025-07-03 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SWAGX × |
+1.00%
2025-07-03 |
0.85 TRR
2025-07-03 |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
Thu 2017-02-23? to Thu 2025-07-03 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SWAGX × |
−15.00%
−1.93%/yr |
−3.08%/yr
(R2=0.502) |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
Thu 2017-02-23? to Thu 2025-07-03 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SWAGX × |
$10,000.00
2017-02-23 |
$8,500.48
2025-07-03 |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
Year | SWAGX |
---|---|
2025 (YTD) | +1.00% |
2024 | −1.45% |
2023 | +2.02% |
2022 | −18.39% |
2021 | −8.21% |
2020 | +5.88% |
2019 | +6.25% |
2018 | −1.98% |
2017 | +1.34% |
Thu 2017-02-23? to Thu 2025-07-03 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SWAGX × | −24.64% |
−30.93%
2023-10-19 |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||