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 Thu 2025-05-01 YTD
Return
TRR
Price
SWAGX
×
+0.84%
2025-05-01
0.8484 TRR
2025-05-01
Schwab US Aggregate Bond Index Fund Mutual Fund

Returns

Thu 2017-02-23? to Thu 2025-05-01 Overall
Return
Exponential
Trendline
SWAGX
×
−15.16%
−1.99%/yr
−3.11%/yr
(R2=0.492)
Schwab US Aggregate Bond Index Fund Mutual Fund

Growth of $10,000

Thu 2017-02-23? to Thu 2025-05-01 Start
Value
End
Value
SWAGX
×
$10,000.00
2017-02-23
$8,484.27
2025-05-01
Schwab US Aggregate Bond Index Fund Mutual Fund

Annual Returns

Year SWAGX
2025 (YTD) +0.84%
2024 −1.46%
2023 +2.05%
2022 −18.35%
2021 −8.28%
2020 +5.87%
2019 +6.24%
2018 −2.07%
2017 +1.43%

Drawdowns

Thu 2017-02-23? to Thu 2025-05-01 Current
Drawdown
Worst
Drawdown
SWAGX
×
−24.83% −31.00%
2023-10-19
Schwab US Aggregate Bond Index Fund Mutual Fund