Performance analysis of SCHD (SCHWAB U.S. DIVIDEND EQUITY ETF)
Annual Return
Over the past 3 years, SCHD has had an average annual return of +13.58%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, SCHD has had an average annual return of +9.17%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, SCHD has had an average annual return of +12.40%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Oct 20, 2011, SCHD has had an average annual return of +13.25%, underperforming the benchmark SPY, which returned +15.04% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +21.36% | +4.33% | +11.67% | +4.57% | -3.23% | +29.87% | +15.08% | +27.28% | -5.56% | +20.83% | +16.44% | -0.31% |
| 2014 | 2013 | 2012 | 2011 | ||||||||
| +11.69% | +32.89% | +11.39% | +5.31% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.71% | +6.54% | -2.62% | +4.53% | +1.34% | -1.65% | +3.28% | +21.36% | |||||
| 2025 | +1.87% | +2.55% | -1.16% | -7.65% | +1.36% | +2.27% | -0% | +5.36% | -1.28% | -2.01% | +3.14% | +0.42% | +4.33% |
| 2024 | +0.14% | +1.84% | +4.65% | -4.51% | +2.05% | +0.02% | +6.20% | +2.36% | +0.90% | +0.19% | +4.60% | -6.62% | +11.67% |
| 2023 | +2.08% | -3.32% | -1.03% | -0.81% | -4.11% | +5.32% | +4.19% | -1.49% | -4.20% | -3.81% | +6.30% | +6.31% | +4.57% |
| 2022 | -2.73% | -1.93% | +3% | -4.12% | +3.90% | -7.95% | +3.91% | -2.73% | -7.40% | +11.22% | +6.84% | -3.41% | -3.23% |
| 2021 | -0.91% | +6.06% | +8.94% | +2.21% | +3.22% | -0.99% | +0.65% | +2.09% | -3.70% | +4.41% | -2.05% | +7.32% | +29.87% |
| 2020 | -1.76% | -9.35% | -11.89% | +12.61% | +3.69% | -0.61% | +5.30% | +5.12% | -2.48% | +0.38% | +13.17% | +3.06% | +15.08% |
| 2019 | +6.05% | +4.06% | +1.55% | +3.22% | -7.60% | +7.29% | +1.66% | -1.30% | +3.79% | +1.35% | +2.83% | +2.28% | +27.28% |
| 2018 | +4.55% | -5.62% | -2.39% | -1.12% | +1.79% | +0.70% | +4.55% | +2.29% | +1.25% | -5.90% | +3.37% | -8.13% | -5.56% |
| 2017 | -0.48% | +3.42% | +0.14% | +0.24% | +1.74% | -0.10% | +1.66% | -0.02% | +2.84% | +3.62% | +4.21% | +1.95% | +20.83% |
Drawdown analysis of SCHD (SCHWAB U.S. DIVIDEND EQUITY ETF)
The maximum drawdown for the SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 114 trading sessions.
The current SCHD drawdown is -0.88%.
Since Oct 20, 2011 SCHD has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.37% | Jan 23, 2020 | 41 | Mar 23, 2020 | 114 | Sep 2, 2020 | 155 |
| -17.08% | Sep 21, 2018 | 64 | Dec 24, 2018 | 69 | Apr 4, 2019 | 133 |
| -16.82% | Jan 11, 2022 | 181 | Sep 30, 2022 | 311 | Dec 27, 2023 | 492 |
| -16.13% | Nov 29, 2024 | 87 | Apr 8, 2025 | 189 | Jan 8, 2026 | 276 |
| -13.93% | Mar 2, 2015 | 123 | Aug 25, 2015 | 137 | Mar 11, 2016 | 260 |
| -12.37% | Jan 26, 2018 | 39 | Mar 23, 2018 | 125 | Sep 20, 2018 | 164 |
| -8.68% | Apr 23, 2019 | 27 | May 31, 2019 | 36 | Jul 23, 2019 | 63 |
| -7.63% | Sep 2, 2020 | 14 | Sep 23, 2020 | 11 | Oct 8, 2020 | 25 |
| -7.11% | Jul 26, 2019 | 13 | Aug 14, 2019 | 18 | Sep 10, 2019 | 31 |
| -6.88% | Oct 12, 2020 | 12 | Oct 28, 2020 | 8 | Nov 9, 2020 | 20 |
| -6.76% | Oct 28, 2011 | 19 | Nov 25, 2011 | 7 | Dec 6, 2011 | 26 |
| -6.68% | Dec 31, 2013 | 22 | Feb 3, 2014 | 35 | Mar 25, 2014 | 57 |
| -6.50% | Sep 19, 2014 | 19 | Oct 16, 2014 | 11 | Oct 31, 2014 | 30 |
| -6.34% | Apr 2, 2012 | 42 | Jun 1, 2012 | 22 | Jul 3, 2012 | 64 |
| -6.23% | Oct 18, 2012 | 18 | Nov 15, 2012 | 33 | Jan 4, 2013 | 51 |
| -5.98% | Mar 28, 2024 | 13 | Apr 17, 2024 | 60 | Jul 15, 2024 | 73 |
| -4.99% | Aug 16, 2021 | 25 | Sep 21, 2021 | 21 | Oct 20, 2021 | 46 |
| -4.80% | Dec 3, 2014 | 9 | Dec 16, 2014 | 5 | Dec 23, 2014 | 14 |
| -4.74% | Jun 4, 2021 | 10 | Jun 18, 2021 | 36 | Aug 10, 2021 | 46 |
| -4.72% | Jul 30, 2024 | 6 | Aug 7, 2024 | 12 | Aug 23, 2024 | 18 |
| -4.71% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -4.68% | Nov 16, 2021 | 10 | Dec 1, 2021 | 10 | Dec 15, 2021 | 20 |
| -4.67% | Dec 26, 2014 | 23 | Jan 30, 2015 | 9 | Feb 12, 2015 | 32 |
| -4.66% | Jan 14, 2021 | 10 | Jan 29, 2021 | 6 | Feb 8, 2021 | 16 |
| -4.61% | Mar 2, 2026 | 14 | Mar 20, 2026 | 28 | Apr 30, 2026 | 42 |