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)

SWAGX real return snapshot: after CPI-U inflation, SWAGX returned −5.88% over the past year and −6.63% YTD, with dividends reinvested. Since Feb. 23, 2017, SWAGX is down −18.00% in real purchasing-power return, or −2.04%/yr, and is currently −27.29% below its real total-return high on Aug. 6, 2020.

Data ending Fri Oct. 2, 2026

Growth of $10,000

Thu 2017-02-23💬 to Fri 2026-10-02 Overall
Return 		Exponential
Trendline
SWAGX × 		−18.00%
−2.04%/yr 		−2.74%/yr
R2=0.537
Schwab US Aggregate Bond Index Fund Mutual Fund

Growth of $10,000 Summary

Thu 2017-02-23💬 to Fri 2026-10-02 Start
Value 		End
Value
SWAGX × 		$10,000.00
2017-02-23 		$8,200.33
2026-10-02

This Year’s Performance

through 2026-10-02

  YTD YoY
SWAGX × 		−6.63% −5.88%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SWAGX × 		−27.29%
on 2026-10-02
from 2020-08-06 peak 		−30.89%
on 2023-10-19
from 2020-08-06 peak

Rolling Returns

Period ending Fri 2026-10-02 1 yr 2 yr 3 yr 5 yr 10 yr
SWAGX × 		−5.88% −5.70%
−2.89%/yr 		+3.49%
+1.15%/yr 		−21.64%
−4.76%/yr 		—

Annual Returns

Year SWAGX
2026 (YTD) −6.63%
2025 +4.31%
2024 −1.46%
2023 +2.04%
2022 −18.34%
2021 −8.26%
2020 +5.95%
2019 +6.21%
2018 −1.98%
2017 +1.34%