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 2026-04-02 YTD
Return
TRR
Price
SWAGX
×
−1.18%
2026-04-02
0.8682 TRR
2026-04-02
Schwab US Aggregate Bond Index Fund Mutual Fund

Returns

Thu 2017-02-23? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
SWAGX
×
−13.18%
−1.54%/yr
−2.83%/yr
(R2=0.515)
Schwab US Aggregate Bond Index Fund Mutual Fund

Growth of $10,000

Thu 2017-02-23? to Thu 2026-04-02 Start
Value
End
Value
SWAGX
×
$10,000.00
2017-02-23
$8,682.17
2026-04-02
Schwab US Aggregate Bond Index Fund Mutual Fund

Annual Returns

Year SWAGX
2026 (YTD) −1.18%
2025 +4.31%
2024 −1.46%
2023 +2.05%
2022 −18.38%
2021 −8.23%
2020 +5.97%
2019 +6.14%
2018 −1.91%
2017 +1.36%

Drawdowns

Thu 2017-02-23? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
SWAGX
×
−23.02% −30.88%
2023-10-19
Schwab US Aggregate Bond Index Fund Mutual Fund