All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2017-02-23? to Thu 2026-05-14 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SWAGX × |
−3.02%
2026-05-14 |
0.8517 TRR
2026-05-14 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Thu 2017-02-23? to Thu 2026-05-14 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWAGX × |
−14.83%
−1.73%/yr |
−2.80%/yr
(R2=0.519) |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Thu 2017-02-23? to Thu 2026-05-14 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWAGX × |
$10,000.00
2017-02-23 |
$8,517.46
2026-05-14 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Year | SWAGX |
|---|---|
| 2026 (YTD) | −3.02% |
| 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 Thu 2026-05-14 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWAGX × | −24.48% |
−30.89%
2023-10-19 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Period ending Thu 2026-05-14 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SWAGX × | +1.67% |
+3.71% +1.84%/yr |
+0.76% +0.25%/yr |
−19.22% −4.18%/yr |
— | |
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||