All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
SWAGX real return snapshot: after CPI-U inflation, SWAGX returned +1.16% over the past year and −2.87% YTD, with dividends reinvested. Since Feb. 23, 2017, SWAGX is down −14.69% in real purchasing-power return, or −1.70%/yr, and is currently −24.36% below its real total-return high on Aug. 6, 2020.
| Thu 2017-02-23💬 to Wed 2026-06-03 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SWAGX × |
−2.87%
2026-06-03 |
+1.16%
2026-06-03 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Thu 2017-02-23💬 to Wed 2026-06-03 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWAGX × |
−14.69%
−1.70%/yr |
−2.79%/yr
(R2=0.522) |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Thu 2017-02-23💬 to Wed 2026-06-03 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWAGX × |
$10,000.00
2017-02-23 |
$8,530.55
2026-06-03 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Year | SWAGX |
|---|---|
| 2026 (YTD) | −2.87% |
| 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% |
| Thu 2017-02-23💬 to Wed 2026-06-03 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWAGX × |
−24.36%
from 2020-08-06 peak |
−30.89%
2023-10-19 from 2020-08-06 peak |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Period ending Wed 2026-06-03 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SWAGX × | +1.16% |
+3.26% +1.62%/yr |
+2.08% +0.69%/yr |
−18.87% −4.10%/yr |
— | |
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
