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 2025-10-31 YTD
Return
TRR
Price
SWAGX
×
+3.10%
2025-10-31
0.8678 TRR
2025-10-31
Schwab US Aggregate Bond Index Fund Mutual Fund

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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