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 2025-07-03 YTD
Return
TRR
Price
SWAGX
×
+1.00%
2025-07-03
0.85 TRR
2025-07-03
Schwab US Aggregate Bond Index Fund Mutual Fund

Returns

Thu 2017-02-23? to Thu 2025-07-03 Overall
Return
Exponential
Trendline
SWAGX
×
−15.00%
−1.93%/yr
−3.08%/yr
(R2=0.502)
Schwab US Aggregate Bond Index Fund Mutual Fund

Growth of $10,000

Thu 2017-02-23? to Thu 2025-07-03 Start
Value
End
Value
SWAGX
×
$10,000.00
2017-02-23
$8,500.48
2025-07-03
Schwab US Aggregate Bond Index Fund Mutual Fund

Annual Returns

Year SWAGX
2025 (YTD) +1.00%
2024 −1.45%
2023 +2.02%
2022 −18.39%
2021 −8.21%
2020 +5.88%
2019 +6.25%
2018 −1.98%
2017 +1.34%

Drawdowns

Thu 2017-02-23? to Thu 2025-07-03 Current
Drawdown
Worst
Drawdown
SWAGX
×
−24.64% −30.93%
2023-10-19
Schwab US Aggregate Bond Index Fund Mutual Fund