All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2017-02-23? to Fri 2025-10-31 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SWAGX × |
+3.10%
2025-10-31 |
0.8678 TRR
2025-10-31 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Thu 2017-02-23? to Fri 2025-10-31 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWAGX × |
−13.22%
−1.62%/yr |
−2.99%/yr
(R2=0.515) |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Thu 2017-02-23? to Fri 2025-10-31 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWAGX × |
$10,000.00
2017-02-23 |
$8,678.16
2025-10-31 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Year | SWAGX |
|---|---|
| 2025 (YTD) | +3.10% |
| 2024 | −1.46% |
| 2023 | +2.05% |
| 2022 | −18.33% |
| 2021 | −8.31% |
| 2020 | +5.99% |
| 2019 | +6.17% |
| 2018 | −1.98% |
| 2017 | +1.34% |
| Thu 2017-02-23? to Fri 2025-10-31 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWAGX × | −23.02% |
−30.88%
2023-10-19 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||