Performance analysis of SCHA (SCHWAB U.S. SMALL-CAP ETF)
Annual Return
Over the past 3 years, SCHA has had an average annual return of +19.19%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, SCHA has had an average annual return of +7.35%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, SCHA has had an average annual return of +11.20%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 3, 2009, SCHA has had an average annual return of +12.45%, underperforming the benchmark SPY, which returned +14.72% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +20.49% | +11.60% | +11.16% | +18.48% | -19.80% | +16.45% | +19.35% | +26.49% | -11.80% | +14.93% | +19.97% | -4.17% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | ||||||
| +6.56% | +39.51% | +18.31% | -3.09% | +28.61% | +9.88% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.48% | +1.60% | -4.59% | +11.49% | +5.03% | +0.65% | +20.49% | ||||||
| 2025 | +3.29% | -5.39% | -7.07% | -2.56% | +5.82% | +5.07% | +1.78% | +6.06% | +2.49% | +0.61% | +2.03% | -0.12% | +11.60% |
| 2024 | -3.77% | +4.86% | +3.53% | -6.46% | +4.52% | -1.10% | +8.39% | -0.60% | +1.09% | -1.01% | +10.63% | -7.74% | +11.16% |
| 2023 | +10.44% | -1.86% | -4.18% | -1.79% | -1.70% | +8.58% | +5.25% | -4.08% | -5.99% | -6.42% | +9.52% | +11.88% | +18.48% |
| 2022 | -8.92% | +0.90% | +0.79% | -9.04% | -0.07% | -9.08% | +10.44% | -2.23% | -9.92% | +10.69% | +3.63% | -6.10% | -19.80% |
| 2021 | +3.98% | +6.33% | +1.52% | +2.79% | +0.36% | +1.54% | -2.68% | +2.24% | -3.16% | +4.46% | -4.33% | +2.86% | +16.45% |
| 2020 | -3.00% | -8.39% | -22.99% | +14.62% | +7.35% | +3.27% | +4.34% | +4.42% | -3.62% | +2.20% | +17.89% | +8.51% | +19.35% |
| 2019 | +12.01% | +4.95% | -1.72% | +3.63% | -7.41% | +6.89% | +1.31% | -4.42% | +1.11% | +2.09% | +3.92% | +2.76% | +26.49% |
| 2018 | +2.67% | -4.00% | +0.86% | +0.67% | +5.49% | +0.46% | +1.63% | +4.61% | -2.34% | -10.55% | +1.60% | -11.86% | -11.80% |
| 2017 | +1.02% | +1.95% | -0.26% | +0.81% | -1.81% | +2.86% | +1.14% | -0.91% | +5.44% | +0.89% | +2.99% | +0.09% | +14.93% |
Drawdown analysis of SCHA (SCHWAB U.S. SMALL-CAP ETF)
The maximum drawdown for the SCHA was -42.41%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
Since Nov 3, 2009 SCHA has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 6 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.41% | Jan 16, 2020 | 45 | Mar 23, 2020 | 161 | Nov 9, 2020 | 206 |
| -30.79% | Nov 8, 2021 | 152 | Jun 16, 2022 | 586 | Oct 16, 2024 | 738 |
| -28.37% | Apr 29, 2011 | 108 | Oct 3, 2011 | 234 | Sep 6, 2012 | 342 |
| -27.29% | Nov 25, 2024 | 90 | Apr 8, 2025 | 112 | Sep 18, 2025 | 202 |
| -26.45% | Aug 31, 2018 | 78 | Dec 24, 2018 | 267 | Jan 16, 2020 | 345 |
| -24.96% | Jun 23, 2015 | 161 | Feb 11, 2016 | 191 | Nov 11, 2016 | 352 |
| -19.99% | Apr 23, 2010 | 49 | Jul 6, 2010 | 87 | Nov 5, 2010 | 136 |
| -12.14% | Jul 3, 2014 | 70 | Oct 13, 2014 | 50 | Dec 23, 2014 | 120 |
| -9.56% | Sep 14, 2012 | 42 | Nov 15, 2012 | 31 | Jan 2, 2013 | 73 |
| -9.51% | Jan 22, 2026 | 46 | Mar 30, 2026 | 9 | Apr 13, 2026 | 55 |
| -9.18% | Jan 23, 2018 | 12 | Feb 8, 2018 | 68 | May 17, 2018 | 80 |
| -9.05% | Jan 19, 2010 | 14 | Feb 8, 2010 | 15 | Mar 2, 2010 | 29 |
| -8.73% | Mar 15, 2021 | 7 | Mar 24, 2021 | 52 | Jun 8, 2021 | 59 |
| -8.53% | Jun 8, 2021 | 28 | Jul 19, 2021 | 69 | Oct 25, 2021 | 97 |
| -7.54% | Oct 27, 2025 | 18 | Nov 20, 2025 | 8 | Dec 3, 2025 | 26 |
| -7.00% | Jan 22, 2014 | 8 | Feb 3, 2014 | 14 | Feb 24, 2014 | 22 |
| -6.99% | Mar 4, 2014 | 51 | May 15, 2014 | 26 | Jun 23, 2014 | 77 |
| -6.05% | Feb 18, 2011 | 17 | Mar 16, 2011 | 10 | Mar 30, 2011 | 27 |
| -5.70% | Feb 24, 2021 | 6 | Mar 4, 2021 | 5 | Mar 11, 2021 | 11 |
| -5.68% | Jul 25, 2017 | 18 | Aug 18, 2017 | 22 | Sep 20, 2017 | 40 |
| -5.05% | Dec 29, 2014 | 12 | Jan 15, 2015 | 19 | Feb 12, 2015 | 31 |
| -4.99% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |
| -4.92% | May 21, 2013 | 23 | Jun 24, 2013 | 8 | Jul 5, 2013 | 31 |
| -4.75% | Mar 14, 2013 | 24 | Apr 18, 2013 | 11 | May 3, 2013 | 35 |
| -4.75% | Aug 5, 2013 | 19 | Aug 30, 2013 | 11 | Sep 17, 2013 | 30 |