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 2025-05-02?
SWAGX ×
Schwab US Aggregate Bond Index Fund Mutual Fund

Returns

Thu 2017-02-23? to Fri 2025-05-02? Overall
Return 		Exponential
Trendline
SWAGX × 		−15.37%
−2.02%/yr 		−3.11%/yr
(R2=0.492)
Schwab US Aggregate Bond Index Fund Mutual Fund

Growth of $10,000

Thu 2017-02-23? to Fri 2025-05-02? Start
Value 		End
Value
SWAGX × 		$10,000.00
2017-02-23 		$8,462.79
2025-05-02
Schwab US Aggregate Bond Index Fund Mutual Fund

Annual Returns

Year SWAGX
2025 (YTD) +0.03%
2024 −1.45%
2023 +2.04%
2022 −18.36%
2021 −8.28%
2020 +5.88%
2019 +6.24%
2018 −1.98%
2017 +1.34%

Drawdowns

Thu 2017-02-23? to Fri 2025-05-02? Final
Drawdown 		Worst
Drawdown
SWAGX × 		−24.97% −30.95%
2023-10-19
Schwab US Aggregate Bond Index Fund Mutual Fund