Performance analysis of SCHQ (SCHWAB LONG-TERM U.S. TREASURY ETF)
Annual Return
Over the past 3 years, SCHQ has had an average annual return of -1.12%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, SCHQ has had an average annual return of -6.75%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Oct 10, 2019, SCHQ has had an average annual return of -3.95%, underperforming the benchmark SPY, which returned +16.48% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.77% | +5.50% | -6.45% | +3.43% | -29.44% | -4.87% | +17.73% | -4.02% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.10% | +4.19% | -3.98% | -0.67% | +0.47% | +1.06% | -2.54% | -1.77% | |||||
| 2025 | +0.74% | +5.14% | -0.86% | -1.74% | -2.28% | +2.57% | -0.99% | +0.43% | +3.05% | +1.31% | +0.41% | -2.11% | +5.50% |
| 2024 | -1.49% | -2.64% | +0.96% | -5.90% | +2.85% | +1.66% | +3.59% | +2.04% | +1.94% | -5.15% | +1.75% | -5.57% | -6.45% |
| 2023 | +7.32% | -4.90% | +4.79% | +0.51% | -2.77% | +0.01% | -2.27% | -2.88% | -7.18% | -4.95% | +9.22% | +8.19% | +3.43% |
| 2022 | -3.80% | -1.48% | -5.21% | -8.99% | -1.91% | -1.25% | +2.54% | -4.41% | -8.02% | -5.37% | +6.80% | -2.22% | -29.44% |
| 2021 | -3.45% | -5.57% | -4.98% | +2.33% | -0.05% | +4.06% | +3.68% | -0.24% | -2.88% | +1.98% | +2.60% | -1.82% | -4.87% |
| 2020 | +7.46% | +6.58% | +6.44% | +1.20% | -1.87% | +0.29% | +4.29% | -4.93% | +0.80% | -3.22% | +1.52% | -1.25% | +17.73% |
| 2019 | -0.65% | -0.46% | -2.94% | -4.02% |
Drawdown analysis of SCHQ (SCHWAB LONG-TERM U.S. TREASURY ETF)
The maximum drawdown for the SCHQ was -46.13%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current SCHQ drawdown is -37.68%.
Since Oct 10, 2019 SCHQ has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.13% | Aug 4, 2020 | 808 | Oct 19, 2023 | Ongoing | Ongoing | Ongoing |
| -14.77% | Mar 9, 2020 | 7 | Mar 18, 2020 | 96 | Aug 4, 2020 | 103 |
| -4.81% | Oct 10, 2019 | 21 | Nov 8, 2019 | 51 | Jan 24, 2020 | 72 |
| -2.39% | Jan 31, 2020 | 3 | Feb 5, 2020 | 10 | Feb 20, 2020 | 13 |
| -1.02% | Mar 3, 2020 | 1 | Mar 4, 2020 | 1 | Mar 5, 2020 | 2 |
| -0.79% | Jan 27, 2020 | 1 | Jan 28, 2020 | 1 | Jan 29, 2020 | 2 |
| -0.70% | Feb 28, 2020 | 1 | Mar 2, 2020 | 1 | Mar 3, 2020 | 2 |
| -0.54% | Feb 25, 2020 | 1 | Feb 26, 2020 | 1 | Feb 27, 2020 | 2 |