All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
SWAGX real return snapshot: after CPI-U inflation, SWAGX returned +0.25% over the past year and −3.25% YTD, with dividends reinvested. Since Feb. 23, 2017, SWAGX is down −15.02% in real purchasing-power return, or −1.72%/yr, and is currently −24.65% below its real total-return high on Aug. 6, 2020.
Data ending Tue Jul. 14, 2026
| Thu 2017-02-23💬 to Tue 2026-07-14 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SWAGX × |
−3.25%
2026-07-14 |
+0.25%
2026-07-14 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Thu 2017-02-23💬 to Tue 2026-07-14 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWAGX × |
−15.02%
−1.72%/yr |
−2.77%/yr
(R2=0.526) |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Thu 2017-02-23💬 to Tue 2026-07-14 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWAGX × |
$10,000.00
2017-02-23 |
$8,497.58
2026-07-14 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Year | SWAGX |
|---|---|
| 2026 (YTD) | −3.25% |
| 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% |
| Thu 2017-02-23💬 to Tue 2026-07-14 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWAGX × |
−24.65%
from 2020-08-06 peak |
−30.89%
2023-10-19 from 2020-08-06 peak |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Period ending Tue 2026-07-14 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SWAGX × | +0.25% |
+1.12% +0.56%/yr |
+2.13% +0.70%/yr |
−19.48% −4.24%/yr |
— | |
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
