Performance analysis of FNDB (SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF)
Annual Return
Over the past 3 years, FNDB has had an average annual return of +18.58%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, FNDB has had an average annual return of +13.39%, outperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, FNDB has had an average annual return of +13.74%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Aug 15, 2013, FNDB has had an average annual return of +12.99%, underperforming the benchmark SPY, which returned +14.19% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.15% | +16.23% | +16.25% | +18.44% | -7.51% | +31.54% | +9.43% | +28.87% | -8.21% | +16.93% | +16.56% | -3.01% |
| 2014 | 2013 | ||||||||||
| +12.01% | +11.99% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.35% | +2.40% | -3.82% | +8.18% | +2.74% | +1.13% | +0.56% | +16.15% | |||||
| 2025 | +3.83% | -0.29% | -4.04% | -3.00% | +3.58% | +4.17% | +0.79% | +4.39% | +2.46% | +0.76% | +2.45% | +0.45% | +16.23% |
| 2024 | +0.29% | +3.56% | +4.85% | -4.74% | +3.86% | +0.50% | +4.24% | +1.77% | +1.58% | -1.14% | +6.51% | -5.38% | +16.25% |
| 2023 | +6.37% | -2.88% | +0.04% | +1.18% | -2.65% | +6.96% | +3.89% | -2.42% | -3.77% | -2.73% | +8.21% | +5.94% | +18.44% |
| 2022 | -1.80% | -1.18% | +2.92% | -5.82% | +2.32% | -9.26% | +7.21% | -2.67% | -9.60% | +11.69% | +5.87% | -5.06% | -7.51% |
| 2021 | +2.74% | +4.66% | +6.61% | +3.78% | +2.98% | -0.38% | -0.03% | +2.39% | -3.35% | +5.22% | -2.18% | +5.84% | +31.54% |
| 2020 | -2.42% | -9.07% | -17.28% | +12.45% | +4.37% | +1.21% | +3.92% | +5.84% | -3.59% | -1.78% | +15.29% | +4.53% | +9.43% |
| 2019 | +8.99% | +2.98% | +0.59% | +3.72% | -7.23% | +7.50% | +1.55% | -3.26% | +3.54% | +1.81% | +3.72% | +2.74% | +28.87% |
| 2018 | +4.37% | -4.88% | -1.72% | +1.13% | +1.91% | +0.76% | +3.24% | +2.36% | +0.57% | -6.25% | +1.21% | -10.16% | -8.21% |
| 2017 | +0.95% | +2.95% | -0.33% | +0.05% | -0.15% | +1.08% | +1.81% | -0.91% | +3.63% | +1.22% | +3.64% | +1.91% | +16.93% |
Drawdown analysis of FNDB (SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF)
The maximum drawdown for the FNDB was -38.17%, occurring on Mar 23, 2020. Recovery took 165 trading sessions.
The current FNDB drawdown is -0.97%.
Since Aug 15, 2013 FNDB has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.17% | Feb 12, 2020 | 27 | Mar 23, 2020 | 165 | Nov 13, 2020 | 192 |
| -20.05% | Sep 21, 2018 | 64 | Dec 24, 2018 | 131 | Jul 3, 2019 | 195 |
| -19.28% | Jan 12, 2022 | 180 | Sep 30, 2022 | 195 | Jul 13, 2023 | 375 |
| -16.83% | Nov 29, 2024 | 87 | Apr 8, 2025 | 59 | Jul 3, 2025 | 146 |
| -14.83% | May 21, 2015 | 183 | Feb 11, 2016 | 52 | Apr 27, 2016 | 235 |
| -10.42% | Jul 31, 2023 | 63 | Oct 27, 2023 | 29 | Dec 8, 2023 | 92 |
| -10.39% | Jan 26, 2018 | 9 | Feb 8, 2018 | 134 | Aug 21, 2018 | 143 |
| -7.79% | Sep 18, 2014 | 19 | Oct 15, 2014 | 16 | Nov 6, 2014 | 35 |
| -6.96% | Jul 24, 2019 | 22 | Aug 23, 2019 | 12 | Sep 11, 2019 | 34 |
| -6.51% | Dec 31, 2013 | 22 | Feb 3, 2014 | 20 | Mar 4, 2014 | 42 |
| -6.47% | Jul 16, 2024 | 14 | Aug 5, 2024 | 14 | Aug 23, 2024 | 28 |
| -6.30% | Feb 11, 2026 | 32 | Mar 30, 2026 | 12 | Apr 16, 2026 | 44 |
| -5.83% | Jun 8, 2021 | 28 | Jul 19, 2021 | 17 | Aug 11, 2021 | 45 |
| -5.73% | Nov 8, 2021 | 16 | Dec 1, 2021 | 17 | Dec 27, 2021 | 33 |
| -5.46% | Jun 8, 2016 | 13 | Jun 27, 2016 | 8 | Jul 8, 2016 | 21 |
| -5.43% | Mar 28, 2024 | 13 | Apr 17, 2024 | 55 | Jul 8, 2024 | 68 |
| -4.99% | Dec 29, 2014 | 22 | Jan 30, 2015 | 10 | Feb 13, 2015 | 32 |
| -4.44% | Sep 12, 2019 | 18 | Oct 8, 2019 | 11 | Oct 23, 2019 | 29 |
| -4.42% | Aug 27, 2021 | 16 | Sep 21, 2021 | 18 | Oct 15, 2021 | 34 |
| -4.35% | Dec 3, 2014 | 9 | Dec 16, 2014 | 4 | Dec 22, 2014 | 13 |
| -4.29% | Aug 23, 2016 | 51 | Nov 3, 2016 | 5 | Nov 10, 2016 | 56 |
| -4.28% | Jan 17, 2020 | 9 | Jan 31, 2020 | 8 | Feb 12, 2020 | 17 |
| -4.10% | Oct 27, 2025 | 18 | Nov 20, 2025 | 4 | Nov 26, 2025 | 22 |
| -4.00% | Mar 15, 2021 | 7 | Mar 24, 2021 | 7 | Apr 5, 2021 | 14 |
| -3.88% | Jul 24, 2014 | 10 | Aug 7, 2014 | 10 | Aug 21, 2014 | 20 |