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Straits Times Index
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Schwab US Aggregate Bond Index (SWAGX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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8.85
0.00
(0.00%)
As of 08:05AM EDT. Market open.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
0.12%
5-year average return
-0.15%
Number of years up
3
Number of years down
3
Best 1-yr total return (24 Jun 2024)
8.63%
Worst 1-yr total return (24 Jun 2024)
N/A
Best 3-yr total return
8.63%
Worst 3-yr total return
-3.45%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
SWAGX
Category
YTD
-1.47%
-1.22%
1-month
1.74%
0.67%
3-month
0.06%
1.77%
1-year
1.35%
0.77%
3-year
-3.15%
5.26%
5-year
-0.26%
3.02%
10-year
0.00%
3.31%
Last bull market
7.47%
3.52%
Last bear market
-4.68%
3.25%
Annual total return (%) history
Year
SWAGX
Category
2024
N/A
N/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/A
3.71%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
-0.77%
N/A
N/A
N/A
2023
3.13%
-0.89%
-3.23%
6.59%
2022
-5.85%
-4.68%
-4.80%
1.75%
2021
-3.49%
1.78%
0.02%
-0.07%
2020
3.20%
2.78%
0.56%
0.67%
2019
2.91%
3.06%
2.29%
0.12%
2018
-1.54%
-0.13%
-0.01%
1.58%
2017
1.43%
0.81%
0.43%
N/A
Rank in category (by total return)
YTD
55
1-month
36
3-month
57
1-year
58
3-year
54
5-year
62
Load adjusted returns
1-year
1.35%
3-year
-3.15%
5-year
-0.26%
10-year
N/A
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