Performance analysis of SCHH (SCHWAB U.S. REIT ETF)
Annual Return
Over the past 3 years, SCHH has had an average annual return of +9.85%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, SCHH has had an average annual return of +2.98%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, SCHH has had an average annual return of +4.03%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jan 13, 2011, SCHH has had an average annual return of +6.83%, underperforming the benchmark SPY, which returned +14.24% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.03% | +2.22% | +4.99% | +11.21% | -24.99% | +41.06% | -14.79% | +22.89% | -4.25% | +3.68% | +6.46% | +4.38% |
| 2014 | 2013 | 2012 | 2011 | ||||||||
| +31.87% | +1.25% | +16.73% | +9.48% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.49% | +7.57% | -6.18% | +8.98% | +0.13% | -1.62% | +11.03% | ||||||
| 2025 | +0.76% | +4.06% | -2.13% | -2.23% | +1.24% | +0.14% | -1.09% | +3.25% | +0.54% | -2.23% | +2.28% | -2.12% | +2.22% |
| 2024 | -4.92% | +1.78% | +1.84% | -7.63% | +5.12% | +2.30% | +7.11% | +5.61% | +3.19% | -3.58% | +3.53% | -7.95% | +4.99% |
| 2023 | +9.85% | -5.76% | -1.71% | +0.21% | -4.10% | +5.23% | +1.94% | -3.36% | -7.05% | -3.04% | +11.62% | +9.05% | +11.21% |
| 2022 | -7.95% | -3.96% | +7.02% | -3.65% | -4.63% | -7.15% | +8.39% | -5.78% | -12.59% | +3.31% | +5.96% | -4.91% | -24.99% |
| 2021 | -0.16% | +2.77% | +5.53% | +8.03% | +0.85% | +2.73% | +4.30% | +2.18% | -5.95% | +7.07% | -1.00% | +9.54% | +41.06% |
| 2020 | +0.39% | -8.15% | -22.45% | +7.73% | -0.36% | +0.90% | +3.80% | +0.25% | -2.79% | -3.11% | +9.31% | +2.70% | -14.79% |
| 2019 | +11.30% | +1.07% | +2.85% | -0.20% | -0.43% | +1.42% | +1.60% | +2.26% | +2.84% | +1.08% | -1.49% | -0.93% | +22.89% |
| 2018 | -3.99% | -7.18% | +3.85% | +1.47% | +3.94% | +4.34% | +0.50% | +3.02% | -2.77% | -2.63% | +4.83% | -8.48% | -4.25% |
| 2017 | -0.93% | +3.44% | -2.78% | -0.24% | -0.59% | +2.50% | +0.85% | -0.77% | +0.30% | -1.14% | +3.10% | +0.06% | +3.68% |
Drawdown analysis of SCHH (SCHWAB U.S. REIT ETF)
The maximum drawdown for the SCHH was -44.22%, occurring on Mar 23, 2020. Recovery took 307 trading sessions.
The current SCHH drawdown is -3.23%.
Since Jan 13, 2011 SCHH has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.22% | Feb 21, 2020 | 21 | Mar 23, 2020 | 307 | Jun 10, 2021 | 328 |
| -33.26% | Dec 31, 2021 | 456 | Oct 25, 2023 | 620 | Apr 17, 2026 | 1076 |
| -22.69% | Jul 22, 2011 | 11 | Aug 8, 2011 | 122 | Feb 1, 2012 | 133 |
| -18.03% | May 21, 2013 | 62 | Aug 19, 2013 | 196 | May 30, 2014 | 258 |
| -16.82% | Aug 1, 2016 | 384 | Feb 8, 2018 | 132 | Aug 17, 2018 | 516 |
| -16.52% | Jan 26, 2015 | 155 | Sep 4, 2015 | 142 | Mar 31, 2016 | 297 |
| -13.34% | Dec 6, 2018 | 12 | Dec 24, 2018 | 25 | Jan 31, 2019 | 37 |
| -9.34% | Sep 14, 2012 | 42 | Nov 15, 2012 | 43 | Jan 18, 2013 | 85 |
| -8.72% | May 1, 2012 | 23 | Jun 4, 2012 | 20 | Jul 2, 2012 | 43 |
| -8.34% | Aug 28, 2018 | 32 | Oct 12, 2018 | 37 | Dec 6, 2018 | 69 |
| -7.91% | Sep 2, 2021 | 19 | Sep 30, 2021 | 23 | Nov 2, 2021 | 42 |
| -7.54% | Sep 5, 2014 | 14 | Sep 25, 2014 | 20 | Oct 23, 2014 | 34 |
| -7.23% | May 31, 2011 | 8 | Jun 10, 2011 | 18 | Jul 7, 2011 | 26 |
| -6.46% | Oct 24, 2019 | 37 | Dec 17, 2019 | 38 | Feb 12, 2020 | 75 |
| -6.23% | Feb 28, 2011 | 12 | Mar 16, 2011 | 25 | Apr 20, 2011 | 37 |
| -6.15% | May 10, 2016 | 7 | May 19, 2016 | 27 | Jun 28, 2016 | 34 |
| -5.36% | Nov 24, 2021 | 4 | Dec 1, 2021 | 4 | Dec 7, 2021 | 8 |
| -4.97% | Apr 2, 2012 | 5 | Apr 10, 2012 | 10 | Apr 24, 2012 | 15 |
| -4.96% | Jun 20, 2019 | 4 | Jun 26, 2019 | 9 | Jul 10, 2019 | 13 |
| -4.33% | Apr 12, 2019 | 5 | Apr 22, 2019 | 18 | May 16, 2019 | 23 |
| -4.16% | Jul 10, 2019 | 18 | Aug 5, 2019 | 20 | Sep 3, 2019 | 38 |
| -3.92% | Feb 3, 2012 | 12 | Feb 22, 2012 | 18 | Mar 19, 2012 | 30 |
| -3.89% | Aug 1, 2014 | 3 | Aug 6, 2014 | 10 | Aug 20, 2014 | 13 |
| -3.53% | Mar 31, 2016 | 15 | Apr 21, 2016 | 9 | May 4, 2016 | 24 |
| -3.49% | Jul 7, 2011 | 5 | Jul 14, 2011 | 5 | Jul 21, 2011 | 10 |