Performance analysis of FNDA (SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF)
Annual Return
Over the past 3 years, FNDA has had an average annual return of +14.43%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, FNDA has had an average annual return of +9.28%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, FNDA has had an average annual return of +10.94%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Aug 15, 2013, FNDA has had an average annual return of +10.53%, underperforming the benchmark SPY, which returned +14.26% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +20.31% | +7.44% | +9% | +20.30% | -14.82% | +31.11% | +8.46% | +24.33% | -12.12% | +12.69% | +23.53% | -5.06% |
| 2014 | 2013 | ||||||||||
| +7.80% | +14.35% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.84% | +3.18% | -5.58% | +9.81% | +1.40% | +5.67% | -0.84% | +20.31% | |||||
| 2025 | +2.62% | -4.46% | -5.77% | -4.13% | +5.14% | +4.04% | +1.96% | +6.71% | +0.32% | -1.57% | +3.13% | +0.09% | +7.44% |
| 2024 | -3.96% | +3.89% | +3.55% | -5.80% | +4.63% | -1.92% | +9.14% | -1.73% | +1.50% | -1.69% | +10.04% | -7.34% | +9% |
| 2023 | +11.19% | -1.58% | -4.53% | -1.89% | -3.16% | +9.51% | +6.20% | -4.25% | -5.13% | -5.63% | +9.22% | +11.29% | +20.30% |
| 2022 | -6.01% | +1.49% | +0.86% | -6.96% | +1.09% | -9.68% | +9.50% | -3.47% | -10.76% | +12.70% | +4.57% | -6.25% | -14.82% |
| 2021 | +3.70% | +9.64% | +3.89% | +2.64% | +4.08% | +0.71% | -2.57% | +1.92% | -2.19% | +4.02% | -2.99% | +5.25% | +31.11% |
| 2020 | -4.17% | -9.89% | -25.31% | +14.73% | +5.05% | +2.15% | +4.13% | +5.29% | -4.56% | +2.33% | +18.75% | +7.41% | +8.46% |
| 2019 | +11.20% | +4.25% | -1.98% | +3.81% | -8.41% | +6.85% | +1.40% | -4.63% | +4% | +1.70% | +2.68% | +2.54% | +24.33% |
| 2018 | +2.06% | -4.58% | +1.08% | +0.99% | +4.92% | +1.41% | +1.65% | +2.73% | -1.95% | -9.25% | +1.30% | -11.74% | -12.12% |
| 2017 | +0.42% | +1.89% | -0.51% | +0.70% | -2.01% | +2.06% | +0.89% | -1.74% | +5.64% | +0.80% | +3.77% | +0.34% | +12.69% |
Drawdown analysis of FNDA (SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF)
The maximum drawdown for the FNDA was -44.63%, occurring on Mar 23, 2020. Recovery took 171 trading sessions.
The current FNDA drawdown is -0.84%.
Since Aug 15, 2013 FNDA has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 5 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.63% | Jan 16, 2020 | 45 | Mar 23, 2020 | 171 | Nov 23, 2020 | 216 |
| -25.92% | Nov 25, 2024 | 90 | Apr 8, 2025 | 170 | Dec 10, 2025 | 260 |
| -25.33% | Nov 5, 2021 | 226 | Sep 30, 2022 | 310 | Dec 26, 2023 | 536 |
| -24.88% | Aug 29, 2018 | 80 | Dec 24, 2018 | 267 | Jan 16, 2020 | 347 |
| -22.04% | Jun 23, 2015 | 161 | Feb 11, 2016 | 123 | Aug 8, 2016 | 284 |
| -12.36% | Jul 3, 2014 | 70 | Oct 13, 2014 | 50 | Dec 23, 2014 | 120 |
| -9.89% | Jun 8, 2021 | 28 | Jul 19, 2021 | 74 | Nov 1, 2021 | 102 |
| -9.38% | Jan 26, 2018 | 9 | Feb 8, 2018 | 70 | May 21, 2018 | 79 |
| -9.36% | Feb 10, 2026 | 27 | Mar 20, 2026 | 19 | Apr 17, 2026 | 46 |
| -9.01% | Jul 31, 2024 | 5 | Aug 7, 2024 | 30 | Sep 19, 2024 | 35 |
| -8.82% | Mar 15, 2021 | 7 | Mar 24, 2021 | 31 | May 7, 2021 | 38 |
| -7.38% | Mar 28, 2024 | 13 | Apr 17, 2024 | 20 | May 15, 2024 | 33 |
| -7.09% | Jan 22, 2014 | 8 | Feb 3, 2014 | 16 | Feb 26, 2014 | 24 |
| -6.70% | Dec 27, 2023 | 13 | Jan 17, 2024 | 45 | Mar 21, 2024 | 58 |
| -6.38% | Sep 7, 2016 | 41 | Nov 3, 2016 | 6 | Nov 11, 2016 | 47 |
| -5.83% | Jul 25, 2017 | 19 | Aug 21, 2017 | 23 | Sep 22, 2017 | 42 |
| -5.50% | Apr 2, 2014 | 7 | Apr 11, 2014 | 38 | Jun 6, 2014 | 45 |
| -5.39% | May 7, 2021 | 3 | May 12, 2021 | 11 | May 27, 2021 | 14 |
| -5.39% | May 15, 2024 | 21 | Jun 14, 2024 | 19 | Jul 15, 2024 | 40 |
| -5.00% | Dec 29, 2014 | 12 | Jan 15, 2015 | 19 | Feb 12, 2015 | 31 |
| -4.60% | Mar 1, 2017 | 31 | Apr 13, 2017 | 66 | Jul 19, 2017 | 97 |
| -4.31% | May 6, 2026 | 9 | May 19, 2026 | 4 | May 26, 2026 | 13 |
| -4.26% | Jan 14, 2021 | 10 | Jan 29, 2021 | 4 | Feb 4, 2021 | 14 |
| -3.72% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |
| -3.52% | Oct 16, 2024 | 11 | Oct 31, 2024 | 4 | Nov 6, 2024 | 15 |