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Schwab US Aggregate Bond Index (SWAGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.62+0.02 (+0.23%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.06%
5-year average return-0.23%
Number of years up3
Number of years down3
Best 1-yr total return (25 Apr 2024)8.63%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return8.63%
Worst 3-yr total return-3.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSWAGXCategory
YTD-0.77%-1.22%
1-month0.77%0.67%
3-month-0.77%1.77%
1-year1.44%0.77%
3-year-2.56%5.26%
5-year0.24%3.02%
10-year0.00%3.31%
Last bull market0.25%3.52%
Last bear market-4.68%3.25%

Annual total return (%) history

Year
SWAGXCategory
2024
N/AN/A
2023
5.43%N/A
2022
-13.07%N/A
2021
-1.81%N/A
2020
7.38%7.52%
2019
8.63%8.06%
2018
-0.13%-0.50%
2017
N/A3.71%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.77%N/AN/AN/A
20233.13%-0.89%-3.23%6.59%
2022-5.85%-4.68%-4.80%1.75%
2021-3.49%1.78%0.02%-0.07%
20203.20%2.78%0.56%0.67%
20192.91%3.06%2.29%0.12%
2018-1.54%-0.13%-0.01%1.58%
20171.43%0.81%0.43%N/A

Rank in category (by total return)

YTD74
1-month85
3-month74
1-year78
3-year58
5-year62

Load adjusted returns

1-year1.44%
3-year-2.56%
5-year0.24%
10-yearN/A