Performance analysis of SCHR (SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF)
Annual Return
Over the past 3 years, SCHR has had an average annual return of +3.52%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, SCHR has had an average annual return of -0.19%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, SCHR has had an average annual return of +1.12%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Aug 5, 2010, SCHR has had an average annual return of +1.88%, underperforming the benchmark SPY, which returned +14.60% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.64% | +7.33% | +1.41% | +4.27% | -10.58% | -2.62% | +7.72% | +6.18% | +1.45% | +1.59% | +0.95% | +1.56% |
| 2014 | 2013 | 2012 | 2011 | 2010 | |||||||
| +4.44% | -2.69% | +2.14% | +10.34% | -0.88% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.04% | +1.67% | -1.64% | -0.07% | -0.09% | +0.13% | -0.58% | -0.64% | |||||
| 2025 | +0.50% | +2.02% | +0.50% | +1.28% | -0.84% | +1.24% | -0.45% | +1.56% | +0.28% | +0.54% | +0.79% | -0.26% | +7.33% |
| 2024 | +0.24% | -1.52% | +0.54% | -2.08% | +1.45% | +1.07% | +2.29% | +1.24% | +1.12% | -2.41% | +0.67% | -1.06% | +1.41% |
| 2023 | +2.32% | -2.40% | +3.08% | +0.68% | -1.04% | -1.19% | -0.10% | -0.16% | -1.69% | -0.82% | +3.06% | +2.65% | +4.27% |
| 2022 | -1.60% | -0.51% | -2.94% | -2.74% | +0.72% | -0.75% | +1.98% | -2.94% | -3.25% | -0.72% | +2.45% | -0.64% | -10.58% |
| 2021 | -0.43% | -1.35% | -1.19% | +0.59% | +0.38% | +0.12% | +1.20% | -0.29% | -0.96% | -0.79% | +0.46% | -0.36% | -2.62% |
| 2020 | +2.18% | +2.13% | +2.90% | +0.09% | +0.28% | +0.09% | +0.52% | -0.42% | +0.16% | -0.63% | +0.19% | +0.02% | +7.72% |
| 2019 | +0.43% | -0.22% | +1.75% | -0.16% | +2.09% | +0.90% | -0.04% | +2.50% | -0.76% | +0.26% | -0.41% | -0.27% | +6.18% |
| 2018 | -1.34% | -0.52% | +0.80% | -0.92% | +0.79% | +0.08% | -0.35% | +0.70% | -0.76% | +0.03% | +0.93% | +2.08% | +1.45% |
| 2017 | +0.35% | +0.38% | +0.00853% | +0.90% | +0.46% | -0.29% | +0.39% | +0.85% | -0.91% | -0.13% | -0.40% | -0.00846% | +1.59% |
Drawdown analysis of SCHR (SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF)
The maximum drawdown for the SCHR was -16.11%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current SCHR drawdown is -2.58%.
Since Aug 5, 2010 SCHR has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.11% | Aug 4, 2020 | 558 | Oct 20, 2022 | Ongoing | Ongoing | Ongoing |
| -5.78% | Nov 4, 2010 | 67 | Feb 10, 2011 | 93 | Jun 24, 2011 | 160 |
| -5.38% | Jul 5, 2016 | 471 | May 17, 2018 | 212 | Mar 22, 2019 | 683 |
| -5.23% | May 1, 2013 | 88 | Sep 5, 2013 | 278 | Oct 13, 2014 | 366 |
| -2.67% | Feb 2, 2015 | 89 | Jun 10, 2015 | 52 | Aug 24, 2015 | 141 |
| -2.56% | Jan 31, 2012 | 34 | Mar 20, 2012 | 32 | May 4, 2012 | 66 |
| -2.48% | Sep 22, 2011 | 25 | Oct 27, 2011 | 35 | Dec 16, 2011 | 60 |
| -2.26% | Sep 4, 2019 | 7 | Sep 13, 2019 | 92 | Jan 27, 2020 | 99 |
| -2.21% | Mar 9, 2020 | 7 | Mar 18, 2020 | 3 | Mar 23, 2020 | 10 |
| -2.14% | Oct 14, 2015 | 18 | Nov 9, 2015 | 48 | Jan 20, 2016 | 66 |
| -1.90% | Jun 24, 2011 | 5 | Jul 1, 2011 | 7 | Jul 13, 2011 | 12 |
| -1.73% | Feb 11, 2016 | 20 | Mar 11, 2016 | 18 | Apr 7, 2016 | 38 |
| -1.56% | Jul 24, 2012 | 17 | Aug 16, 2012 | 75 | Dec 5, 2012 | 92 |
| -1.44% | Dec 6, 2012 | 38 | Feb 1, 2013 | 42 | Apr 4, 2013 | 80 |
| -1.43% | Aug 31, 2010 | 7 | Sep 10, 2010 | 11 | Sep 27, 2010 | 18 |
| -1.42% | Oct 11, 2010 | 12 | Oct 27, 2010 | 6 | Nov 4, 2010 | 18 |
| -1.32% | Oct 15, 2014 | 16 | Nov 6, 2014 | 25 | Dec 12, 2014 | 41 |
| -1.19% | Apr 7, 2016 | 13 | Apr 26, 2016 | 31 | Jun 9, 2016 | 44 |
| -1.17% | Dec 16, 2014 | 6 | Dec 24, 2014 | 7 | Jan 6, 2015 | 13 |
| -1.10% | Aug 24, 2015 | 16 | Sep 16, 2015 | 9 | Sep 29, 2015 | 25 |
| -0.96% | Mar 27, 2019 | 14 | Apr 16, 2019 | 18 | May 13, 2019 | 32 |
| -0.94% | Jun 1, 2020 | 4 | Jun 5, 2020 | 15 | Jun 26, 2020 | 19 |
| -0.93% | Jun 1, 2012 | 15 | Jun 22, 2012 | 15 | Jul 16, 2012 | 30 |
| -0.87% | Dec 19, 2011 | 4 | Dec 23, 2011 | 21 | Jan 26, 2012 | 25 |
| -0.86% | Jan 15, 2015 | 4 | Jan 22, 2015 | 6 | Jan 30, 2015 | 10 |