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Schwab US Aggregate Bond Index (SWAGX)

8.87
+0.03
+(0.34%)
As of 8:07:15 AM EDT. Market Open.
Loading Chart for SWAGX
  • Previous Close 8.84
  • YTD Return 2.72%
  • Expense Ratio 0.04%
  • Category Intermediate Core Bond
  • Last Cap Gain -12.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 5.48B
  • Beta (5Y Monthly) 1.00
  • Yield 3.90%
  • 5y Average Return --
  • Holdings Turnover 60.00%
  • Last Dividend 0.09
  • Inception Date Feb 23, 2017

The index is a broad-based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States. The fund will invest at least 90% of its net assets in securities included in the index.

Schwab Funds

Fund Family

Intermediate Core Bond

Fund Category

5.48B

Net Assets

2017-02-23

Inception Date

Performance Overview: SWAGX

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Trailing returns as of 4/15/2025. Category is Intermediate Core Bond.

YTD Return

SWAGX
2.72%
Category
1.22%
 

1-Year Return

SWAGX
4.94%
Category
0.77%
 

3-Year Return

SWAGX
0.45%
Category
5.26%
 

5-Year Return

SWAGX
0.51%
Category
3.02%
 

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