Performance analysis of SAEF (SCHWAB ARIEL ESG ETF)
Annual Return
Over the past 3 years, SAEF has had an average annual return of +13.26%, underperforming the benchmark SPY, which returned +22.45% annual.
Since Nov 16, 2021, SAEF has had an average annual return of +4.52%, underperforming the benchmark SPY, which returned +12.52% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.41% | +2.31% | +16.14% | +17.87% | -18.29% | -2.35% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.52% | +4.28% | -8.16% | +8.29% | +0.65% | +0.29% | +9.41% | ||||||
| 2025 | +4.06% | -6.21% | -7.00% | -5.35% | +4.64% | +6.50% | +4.12% | +5.43% | -1.12% | -3.99% | -0.60% | +3.16% | +2.31% |
| 2024 | -3.21% | +5.35% | +3.50% | -7.37% | +4.81% | -0.39% | +8.57% | +1.46% | +1.56% | +0.90% | +8.61% | -7.18% | +16.14% |
| 2023 | +12.48% | -2.28% | -2.71% | -0.84% | -4.40% | +10.71% | +3.48% | -6.11% | -5.74% | -7.32% | +10.99% | +11.49% | +17.87% |
| 2022 | -4.83% | -2.12% | +0.32% | -7.47% | +2.88% | -12.18% | +9.64% | -4.07% | -10.32% | +10.23% | +7.25% | -6.20% | -18.29% |
| 2021 | -7.44% | +5.50% | -2.35% |
Drawdown analysis of SAEF (SCHWAB ARIEL ESG ETF)
The maximum drawdown for the SAEF was -28.05%, occurring on Sep 30, 2022. Recovery took 446 trading sessions.
The current SAEF drawdown is -1.28%.
Since Nov 16, 2021 SAEF has experienced the following drawdowns:
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.05% | Nov 16, 2021 | 219 | Sep 30, 2022 | 446 | Jul 12, 2024 | 665 |
| -27.40% | Nov 25, 2024 | 90 | Apr 8, 2025 | 194 | Jan 15, 2026 | 284 |
| -12.63% | Feb 26, 2026 | 22 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -8.01% | Jul 31, 2024 | 5 | Aug 7, 2024 | 12 | Aug 23, 2024 | 17 |
| -4.56% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.81% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |
| -3.48% | Feb 10, 2026 | 8 | Feb 23, 2026 | 3 | Feb 26, 2026 | 11 |
| -2.92% | Jul 16, 2024 | 3 | Jul 19, 2024 | 8 | Jul 31, 2024 | 11 |
| -2.77% | Jan 15, 2026 | 2 | Jan 20, 2026 | 13 | Feb 6, 2026 | 15 |
| -2.65% | Oct 17, 2024 | 6 | Oct 25, 2024 | 7 | Nov 5, 2024 | 13 |
| -2.63% | Sep 19, 2024 | 10 | Oct 3, 2024 | 6 | Oct 11, 2024 | 16 |
| -0.49% | Nov 6, 2024 | 1 | Nov 7, 2024 | 1 | Nov 8, 2024 | 2 |
| -0.30% | Aug 27, 2024 | 1 | Aug 28, 2024 | 2 | Aug 30, 2024 | 3 |