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 2026-05-14 YTD
Return
TRR
Price
SWAGX
×
−3.02%
2026-05-14
0.8517 TRR
2026-05-14
Schwab US Aggregate Bond Index Fund Mutual Fund

Returns

Thu 2017-02-23? to Thu 2026-05-14 Overall
Return
Exponential
Trendline
SWAGX
×
−14.83%
−1.73%/yr
−2.80%/yr
(R2=0.519)
Schwab US Aggregate Bond Index Fund Mutual Fund

Growth of $10,000

Thu 2017-02-23? to Thu 2026-05-14 Start
Value
End
Value
SWAGX
×
$10,000.00
2017-02-23
$8,517.46
2026-05-14
Schwab US Aggregate Bond Index Fund Mutual Fund

Annual Returns

Year SWAGX
2026 (YTD) −3.02%
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%

Drawdowns

Thu 2017-02-23? to Thu 2026-05-14 Current
Drawdown
Worst
Drawdown
SWAGX
×
−24.48% −30.89%
2023-10-19
Schwab US Aggregate Bond Index Fund Mutual Fund

Rolling Returns

Period ending Thu 2026-05-14 1
Year
2
Years
3
Years
5
Years
10
Years
SWAGX
×
+1.67% +3.71%
+1.84%/yr
+0.76%
+0.25%/yr
−19.22%
−4.18%/yr
Schwab US Aggregate Bond Index Fund Mutual Fund