Performance analysis of SCHM (SCHWAB U.S. MID-CAP ETF)
Annual Return
Over the past 3 years, SCHM has had an average annual return of +14.26%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, SCHM has had an average annual return of +7.74%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, SCHM has had an average annual return of +10.81%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Jan 13, 2011, SCHM has had an average annual return of +11.22%, underperforming the benchmark SPY, which returned +13.96% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.32% | +10.18% | +11.98% | +16.71% | -17.06% | +19.35% | +15.25% | +27.47% | -8.77% | +19.59% | +14.49% | -0.04% |
| 2014 | 2013 | 2012 | 2011 | ||||||||
| +10.31% | +36.30% | +17.48% | -2.92% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.16% | +4.02% | -5.64% | +9.66% | +4.06% | +4.67% | -5.64% | +16.32% | |||||
| 2025 | +4.44% | -3.63% | -5.79% | -2.44% | +5.83% | +4.08% | +1.89% | +3.12% | +1% | -0.27% | +1.89% | +0.27% | +10.18% |
| 2024 | -1.65% | +5.20% | +4.83% | -6.14% | +3.82% | -1.59% | +4.33% | +0.53% | +2.18% | -0.57% | +8.90% | -7.23% | +11.98% |
| 2023 | +9.74% | -2.80% | -2.69% | -0.65% | -2.82% | +8.89% | +4.15% | -3.08% | -5.25% | -5.41% | +8.84% | +8.62% | +16.71% |
| 2022 | -7.11% | +0.48% | +1.29% | -7.54% | +0.06% | -10.19% | +10.31% | -2.73% | -9.68% | +8.93% | +5.95% | -5.60% | -17.06% |
| 2021 | +0.83% | +5.92% | +2.32% | +4.96% | -0.10% | +0.55% | -0.01% | +2.24% | -3.84% | +5.52% | -4.08% | +4.12% | +19.35% |
| 2020 | -1.25% | -8.85% | -21.76% | +14.23% | +7.50% | +1.97% | +5.09% | +3.78% | -2.96% | +1.24% | +15.22% | +5.86% | +15.25% |
| 2019 | +11.12% | +4.28% | +0.02% | +3.61% | -6.94% | +7.26% | +0.95% | -3.39% | +1.96% | +1.19% | +3.88% | +1.74% | +27.47% |
| 2018 | +3.41% | -4.17% | +0.48% | -0.27% | +3.42% | +0.88% | +2.06% | +4.36% | -0.73% | -8.85% | +2.27% | -10.66% | -8.77% |
| 2017 | +1.97% | +3.10% | -0% | +0.69% | -0.16% | +1.56% | +1.56% | -0.27% | +2.99% | +2.02% | +3.84% | +0.82% | +19.59% |
Drawdown analysis of SCHM (SCHWAB U.S. MID-CAP ETF)
The maximum drawdown for the SCHM was -42.43%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
The current SCHM drawdown is -5.64%.
Since Jan 13, 2011 SCHM has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 5 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.43% | Feb 20, 2020 | 22 | Mar 23, 2020 | 161 | Nov 9, 2020 | 183 |
| -26.46% | Nov 16, 2021 | 146 | Jun 16, 2022 | 442 | Mar 21, 2024 | 588 |
| -26.38% | Apr 29, 2011 | 108 | Oct 3, 2011 | 111 | Mar 13, 2012 | 219 |
| -23.27% | Nov 25, 2024 | 90 | Apr 8, 2025 | 103 | Sep 5, 2025 | 193 |
| -22.73% | Sep 14, 2018 | 69 | Dec 24, 2018 | 132 | Jul 5, 2019 | 201 |
| -19.98% | Jun 23, 2015 | 161 | Feb 11, 2016 | 104 | Jul 12, 2016 | 265 |
| -12.09% | Mar 19, 2012 | 53 | Jun 4, 2012 | 70 | Sep 12, 2012 | 123 |
| -10.78% | Sep 2, 2014 | 29 | Oct 13, 2014 | 28 | Nov 20, 2014 | 57 |
| -9.61% | Jan 26, 2018 | 9 | Feb 8, 2018 | 81 | Jun 6, 2018 | 90 |
| -9.32% | Feb 26, 2026 | 22 | Mar 30, 2026 | 10 | Apr 14, 2026 | 32 |
| -8.18% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -7.36% | Sep 14, 2012 | 42 | Nov 15, 2012 | 22 | Dec 18, 2012 | 64 |
| -7.33% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -7.19% | Jul 24, 2019 | 16 | Aug 15, 2019 | 56 | Nov 4, 2019 | 72 |
| -7.05% | Mar 28, 2024 | 15 | Apr 19, 2024 | 59 | Jul 16, 2024 | 74 |
| -6.70% | Sep 7, 2016 | 41 | Nov 3, 2016 | 10 | Nov 17, 2016 | 51 |
| -6.30% | Oct 27, 2025 | 18 | Nov 20, 2025 | 9 | Dec 4, 2025 | 27 |
| -6.06% | Jan 22, 2014 | 8 | Feb 3, 2014 | 9 | Feb 14, 2014 | 17 |
| -6.01% | Mar 15, 2021 | 7 | Mar 24, 2021 | 15 | Apr 15, 2021 | 22 |
| -5.64% | Jun 30, 2026 | 13 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -5.48% | Feb 17, 2011 | 18 | Mar 16, 2011 | 10 | Mar 30, 2011 | 28 |
| -5.46% | Apr 27, 2021 | 11 | May 12, 2021 | 18 | Jun 8, 2021 | 29 |
| -5.41% | Jun 11, 2021 | 25 | Jul 19, 2021 | 17 | Aug 11, 2021 | 42 |
| -5.32% | Apr 2, 2014 | 7 | Apr 11, 2014 | 37 | Jun 5, 2014 | 44 |
| -5.18% | Jul 3, 2014 | 24 | Aug 7, 2014 | 15 | Aug 28, 2014 | 39 |