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 2025-05-30 YTD
Return
TRR
Price
SWAGX
×
+0.19%
2025-05-30
0.8435 TRR
2025-05-30
Schwab US Aggregate Bond Index Fund Mutual Fund

Returns

Thu 2017-02-23? to Fri 2025-05-30 Overall
Return
Exponential
Trendline
SWAGX
×
−15.65%
−2.04%/yr
−3.09%/yr
(R2=0.496)
Schwab US Aggregate Bond Index Fund Mutual Fund

Growth of $10,000

Thu 2017-02-23? to Fri 2025-05-30 Start
Value
End
Value
SWAGX
×
$10,000.00
2017-02-23
$8,435.11
2025-05-30
Schwab US Aggregate Bond Index Fund Mutual Fund

Annual Returns

Year SWAGX
2025 (YTD) +0.19%
2024 −1.46%
2023 +2.03%
2022 −18.36%
2021 −8.28%
2020 +5.97%
2019 +6.24%
2018 −1.98%
2017 +1.34%

Drawdowns

Thu 2017-02-23? to Fri 2025-05-30 Current
Drawdown
Worst
Drawdown
SWAGX
×
−25.21% −30.90%
2023-10-19
Schwab US Aggregate Bond Index Fund Mutual Fund