All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
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 | ||||||
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 | ||||||
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 | ||||||
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% |
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 | ||||||