Performance analysis of SCHB (SCHWAB U.S. BROAD MARKET ETF)
Annual Return
Over the past 3 years, SCHB has had an average annual return of +19.17%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, SCHB has had an average annual return of +11.85%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, SCHB has had an average annual return of +14.52%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 3, 2009, SCHB has had an average annual return of +14.27%, underperforming the benchmark SPY, which returned +14.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.93% | +16.94% | +23.92% | +26.17% | -19.45% | +25.84% | +20.78% | +30.79% | -5.43% | +21.19% | +12.66% | +0.39% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | ||||||
| +12.69% | +33.20% | +16.35% | +1.37% | +17.08% | +7.53% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.60% | -0.60% | -4.99% | +10.48% | +5.19% | -0.46% | -0.97% | +9.93% | |||||
| 2025 | +2.91% | -1.88% | -5.79% | -0.84% | +6.42% | +5.20% | +2.26% | +2.34% | +3.39% | +2.22% | +0.15% | -0.03% | +16.94% |
| 2024 | +1.10% | +5.38% | +3.25% | -4.34% | +4.78% | +3.08% | +1.83% | +2.09% | +2.09% | -0.74% | +6.72% | -3.02% | +23.92% |
| 2023 | +6.87% | -2.30% | +2.66% | +1.07% | +0.52% | +6.75% | +3.62% | -1.92% | -4.77% | -2.71% | +9.42% | +5.34% | +26.17% |
| 2022 | -6.07% | -2.44% | +3.39% | -9.18% | -0.14% | -8.36% | +9.37% | -3.85% | -9.26% | +8.12% | +5.24% | -5.78% | -19.45% |
| 2021 | -0.41% | +3.18% | +3.74% | +5.08% | +0.39% | +2.52% | +1.79% | +2.84% | -4.55% | +6.78% | -1.44% | +3.80% | +25.84% |
| 2020 | -0.09% | -8.11% | -13.88% | +13.32% | +5.36% | +2.25% | +5.73% | +7.20% | -3.75% | -1.98% | +12.19% | +4.32% | +20.78% |
| 2019 | +8.56% | +3.52% | +1.45% | +3.94% | -6.46% | +7.07% | +1.45% | -2.10% | +1.87% | +2.08% | +3.83% | +2.75% | +30.79% |
| 2018 | +5.21% | -3.71% | -2.01% | +0.38% | +2.83% | +0.66% | +3.36% | +3.40% | +0.24% | -7.44% | +1.92% | -9.27% | -5.43% |
| 2017 | +1.90% | +3.69% | +0.08% | +1% | +1.09% | +0.79% | +2.02% | +0.13% | +2.43% | +2.17% | +3% | +1.14% | +21.19% |
Drawdown analysis of SCHB (SCHWAB U.S. BROAD MARKET ETF)
The maximum drawdown for the SCHB was -35.27%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.
The current SCHB drawdown is -1.92%.
Since Nov 3, 2009 SCHB has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 4 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.27% | Feb 19, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -25.40% | Dec 27, 2021 | 200 | Oct 12, 2022 | 297 | Dec 18, 2023 | 497 |
| -20.19% | Sep 20, 2018 | 65 | Dec 24, 2018 | 81 | Apr 23, 2019 | 146 |
| -20.09% | Apr 29, 2011 | 108 | Oct 3, 2011 | 88 | Feb 8, 2012 | 196 |
| -19.34% | Feb 19, 2025 | 34 | Apr 8, 2025 | 55 | Jun 27, 2025 | 89 |
| -15.91% | Apr 23, 2010 | 49 | Jul 2, 2010 | 87 | Nov 4, 2010 | 136 |
| -15.06% | Jun 23, 2015 | 161 | Feb 11, 2016 | 80 | Jun 7, 2016 | 241 |
| -10.01% | Apr 2, 2012 | 43 | Jun 4, 2012 | 52 | Aug 16, 2012 | 95 |
| -9.85% | Jan 26, 2018 | 9 | Feb 8, 2018 | 115 | Jul 25, 2018 | 124 |
| -9.26% | Sep 2, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -8.91% | Jan 27, 2026 | 43 | Mar 30, 2026 | 10 | Apr 14, 2026 | 53 |
| -8.53% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -7.90% | Jan 19, 2010 | 14 | Feb 8, 2010 | 20 | Mar 9, 2010 | 34 |
| -7.58% | Sep 14, 2012 | 42 | Nov 15, 2012 | 31 | Jan 2, 2013 | 73 |
| -7.53% | Sep 18, 2014 | 19 | Oct 15, 2014 | 12 | Oct 31, 2014 | 31 |
| -6.79% | May 3, 2019 | 20 | Jun 3, 2019 | 13 | Jun 20, 2019 | 33 |
| -6.16% | Jul 26, 2019 | 13 | Aug 14, 2019 | 52 | Oct 28, 2019 | 65 |
| -6.15% | Feb 18, 2011 | 17 | Mar 16, 2011 | 15 | Apr 6, 2011 | 32 |
| -5.88% | Jun 8, 2016 | 13 | Jun 27, 2016 | 8 | Jul 8, 2016 | 21 |
| -5.70% | Mar 28, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -5.70% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -5.68% | Jan 22, 2014 | 8 | Feb 3, 2014 | 14 | Feb 24, 2014 | 22 |
| -5.33% | Oct 28, 2025 | 17 | Nov 20, 2025 | 13 | Dec 10, 2025 | 30 |
| -5.20% | Nov 8, 2021 | 16 | Dec 1, 2021 | 17 | Dec 27, 2021 | 33 |
| -5.10% | Sep 2, 2021 | 21 | Oct 4, 2021 | 12 | Oct 20, 2021 | 33 |