Performance analysis of SCHV (SCHWAB U.S. LARGE-CAP VALUE ETF)
Annual Return
Over the past 3 years, SCHV has had an average annual return of +18.88%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, SCHV has had an average annual return of +10.42%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, SCHV has had an average annual return of +11.51%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Dec 11, 2009, SCHV has had an average annual return of +11.66%, underperforming the benchmark SPY, which returned +14.35% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.39% | +16.02% | +14.13% | +8.95% | -7.63% | +25.58% | +2.67% | +25.91% | -7.31% | +16.56% | +16.52% | -1.16% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | ||||||
| +10.95% | +31.03% | +15.08% | +3.56% | +14.84% | -0.36% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.07% | +3.60% | -4.93% | +6.46% | +3.39% | +1.31% | +15.39% | ||||||
| 2025 | +3.99% | +1.59% | -2.98% | -2.97% | +3.92% | +3.80% | +0.58% | +3.31% | +1.77% | -0.69% | +2.28% | +0.69% | +16.02% |
| 2024 | +0.27% | +3.71% | +4.77% | -4.42% | +3.11% | -0.49% | +4.17% | +2.98% | +1.69% | -1.05% | +6.04% | -6.69% | +14.13% |
| 2023 | +4.10% | -3.36% | -0.65% | +1.19% | -4.57% | +6.59% | +3.43% | -2.54% | -4.08% | -3.29% | +7.52% | +5.34% | +8.95% |
| 2022 | -2.90% | -1.72% | +2.62% | -5.56% | +2% | -8.66% | +6.49% | -2.96% | -8.70% | +10.96% | +6.65% | -3.98% | -7.63% |
| 2021 | -0.99% | +5.12% | +5.84% | +3.54% | +2.20% | -0.52% | +1.35% | +2.04% | -4.06% | +5.29% | -2.38% | +6.18% | +25.58% |
| 2020 | -2.43% | -9.55% | -15.74% | +10.96% | +2.91% | -0.16% | +3.46% | +3.92% | -1.88% | -2.07% | +13.22% | +3.53% | +2.67% |
| 2019 | +7.18% | +3.48% | +0.83% | +3.32% | -6.58% | +7.01% | +0.98% | -2.80% | +3.70% | +1.23% | +2.92% | +2.77% | +25.91% |
| 2018 | +4.11% | -4.51% | -2.19% | -0.04% | +1.12% | +0.14% | +4.48% | +1.55% | +0.21% | -5.28% | +2.99% | -9.20% | -7.31% |
| 2017 | +0.67% | +3.60% | -0.34% | -0% | +0.44% | +1.21% | +1.33% | -0.41% | +2.93% | +1.72% | +3% | +1.37% | +16.56% |
Drawdown analysis of SCHV (SCHWAB U.S. LARGE-CAP VALUE ETF)
The maximum drawdown for the SCHV was -37.08%, occurring on Mar 23, 2020. Recovery took 179 trading sessions.
Since Dec 11, 2009 SCHV has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.08% | Jan 17, 2020 | 44 | Mar 23, 2020 | 179 | Dec 4, 2020 | 223 |
| -19.77% | Jan 4, 2022 | 186 | Sep 30, 2022 | 332 | Jan 29, 2024 | 518 |
| -18.42% | Apr 29, 2011 | 108 | Oct 3, 2011 | 94 | Feb 16, 2012 | 202 |
| -17.71% | Sep 21, 2018 | 64 | Dec 24, 2018 | 77 | Apr 16, 2019 | 141 |
| -15.26% | Nov 29, 2024 | 87 | Apr 8, 2025 | 56 | Jun 30, 2025 | 143 |
| -14.49% | Apr 23, 2010 | 50 | Jul 6, 2010 | 86 | Nov 4, 2010 | 136 |
| -13.00% | May 21, 2015 | 66 | Aug 25, 2015 | 159 | Apr 13, 2016 | 225 |
| -10.60% | Jan 26, 2018 | 39 | Mar 23, 2018 | 125 | Sep 20, 2018 | 164 |
| -9.12% | Apr 2, 2012 | 43 | Jun 4, 2012 | 44 | Aug 6, 2012 | 87 |
| -7.62% | Jan 19, 2010 | 14 | Feb 8, 2010 | 22 | Mar 11, 2010 | 36 |
| -7.34% | Sep 19, 2014 | 18 | Oct 15, 2014 | 15 | Nov 5, 2014 | 33 |
| -7.17% | Oct 18, 2012 | 18 | Nov 15, 2012 | 31 | Jan 2, 2013 | 49 |
| -6.83% | Feb 26, 2026 | 22 | Mar 30, 2026 | 17 | Apr 23, 2026 | 39 |
| -6.58% | Apr 30, 2019 | 22 | May 31, 2019 | 14 | Jun 20, 2019 | 36 |
| -6.55% | Jul 26, 2019 | 20 | Aug 23, 2019 | 13 | Sep 12, 2019 | 33 |
| -6.33% | Dec 31, 2013 | 22 | Feb 3, 2014 | 20 | Mar 4, 2014 | 42 |
| -5.67% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -5.63% | Feb 18, 2011 | 17 | Mar 16, 2011 | 14 | Apr 5, 2011 | 31 |
| -5.61% | Dec 29, 2014 | 22 | Jan 30, 2015 | 64 | May 4, 2015 | 86 |
| -5.58% | Mar 28, 2024 | 13 | Apr 17, 2024 | 59 | Jul 12, 2024 | 72 |
| -5.37% | Aug 2, 2013 | 17 | Aug 27, 2013 | 15 | Sep 18, 2013 | 32 |
| -5.13% | Nov 15, 2021 | 11 | Dec 1, 2021 | 16 | Dec 23, 2021 | 27 |
| -5.08% | Dec 5, 2014 | 7 | Dec 16, 2014 | 4 | Dec 22, 2014 | 11 |
| -4.98% | Jul 17, 2024 | 13 | Aug 5, 2024 | 10 | Aug 19, 2024 | 23 |
| -4.95% | Jun 23, 2016 | 2 | Jun 27, 2016 | 8 | Jul 8, 2016 | 10 |