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)

×
Tue 2024-12-31 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

Tue 2024-12-31 to Thu 2025-07-03 Overall
Return 		Exponential
Trendline
SWAGX × 		+1.00%
+1.99%/yr 		+2.12%/yr
(R2=0.164)
Schwab US Aggregate Bond Index Fund Mutual Fund

Growth of $10,000

Tue 2024-12-31 to Thu 2025-07-03 Start
Value 		End
Value
SWAGX × 		$10,000.00
2024-12-31 		$10,099.86
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

Tue 2024-12-31 to Thu 2025-07-03 Current
Drawdown 		Worst
Drawdown
SWAGX × 		−1.22% −2.96%
2025-05-21
Schwab US Aggregate Bond Index Fund Mutual Fund