Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWAGX (Schwab US Aggregate Bond Index Fund) | -0.09% | 4.27% | 3.84% | 0.00% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/28/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWAGX (Schwab US Aggregate Bond Index Fund) | 02/28/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.27 | 3.84 | 0.00 | NA | NA | NA | … | … | -0.09 | 7.10 | 1.38 | 5.46 | -13.06 | -1.81 | 7.27 | 8.62 | -0.12 | 1.56 |
| Sharpe Ratio | NA | 0.64 | 0.18 | -0.41 | NA | NA | NA | … | … | -0.50 | 0.93 | -0.40 | 0.24 | -1.86 | -0.50 | 1.46 | 2.00 | -0.49 | 0.41 |
| Standard Deviation(%) | NA | 4.02 | 5.48 | 6.08 | NA | NA | NA | … | … | 4.32 | 4.57 | 5.55 | 7.46 | 7.84 | 3.68 | 4.79 | 3.58 | 3.09 | 2.81 |
| Draw Down(%) | NA | 3.05 | 6.14 | 18.09 | NA | NA | NA | … | … | 3.05 | 2.66 | 4.29 | 7.48 | 16.91 | 3.84 | 6.33 | 2.10 | 3.12 | 1.40 |
| Yield(%) | 0.00 | 3.79 | 3.76 | 2.81 | 2.50 | 1.66 | 1.25 | … | … | 1.36 | 4.12 | 3.81 | 3.27 | 2.22 | 1.98 | 2.58 | 3.01 | 2.73 | 1.06 |
Data as of 06/04/2026, Common starting date is 02/28/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWAGX (Schwab US Aggregate Bond Index Fund) |
-5.66%
Oct 2020 – Oct 2023 |
-1.15%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWAGX (Schwab US Aggregate Bond Index Fund) |
5.57%
Jul 2018 – Jul 2021 |
1.85%
Mar 2017 – Mar 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart