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.
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Schwab U.S. Aggregate Bond Inde
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SWAGX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on SWAGX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Schwab U.S. Aggregate Bond Inde
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Pre-filled with SWAGX's historical average return
Important: This projection uses simplified assumptions based on SWAGX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
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MWTRXMetropolitan West Total Return
SWAGX is the ticker symbol for Schwab U.S. Aggregate Bond Inde, a Intermediate Core Bond mutual fund managed by Schwab. 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.
SWAGX has an expense ratio of 0.00% per year. On a $10,000 investment, that amounts to roughly $0 annually in fund fees. This is considered a very low-cost fund.
SWAGX has posted a 1-year return of +4.86%, 3-year return of +3.81%, 5-year return of +0.04%, 10-year return of +1.30%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
SWAGX has no minimum initial investment requirement, making it accessible to all investors regardless of account size.
Whether SWAGX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.00% expense ratio, Intermediate Core Bond category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.