Performance analysis of SCHX (SCHWAB U.S. LARGE-CAP ETF)
Annual Return
Over the past 3 years, SCHX has had an average annual return of +22.41%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, SCHX has had an average annual return of +13.31%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, SCHX has had an average annual return of +15.42%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 3, 2009, SCHX has had an average annual return of +14.65%, underperforming the benchmark SPY, which returned +14.67% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.72% | +17.46% | +24.87% | +26.86% | -19.40% | +26.81% | +20.83% | +31.21% | -4.66% | +21.94% | +11.88% | +1.03% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | ||||||
| +13.34% | +32.43% | +16.09% | +1.54% | +15.90% | +7.34% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.23% | -0.66% | -4.98% | +10.34% | +5.20% | -0.17% | +10.72% | ||||||
| 2025 | +2.98% | -1.51% | -5.80% | -0.68% | +6.25% | +5.21% | +2.46% | +2.12% | +3.30% | +2.39% | +0.11% | -0.04% | +17.46% |
| 2024 | +1.47% | +5.40% | +3.21% | -4.08% | +4.65% | +3.46% | +1.42% | +2.29% | +2.11% | -0.78% | +6.46% | -2.65% | +24.87% |
| 2023 | +6.56% | -2.35% | +3.36% | +1.28% | +0.61% | +6.64% | +3.51% | -1.73% | -4.66% | -2.41% | +9.36% | +4.88% | +26.86% |
| 2022 | -5.70% | -2.81% | +3.54% | -9.01% | -0.26% | -8.23% | +9.16% | -3.90% | -9.22% | +7.84% | +5.45% | -5.82% | -19.40% |
| 2021 | -0.80% | +2.84% | +3.82% | +5.39% | +0.55% | +2.48% | +2.29% | +2.89% | -4.63% | +6.91% | -1.27% | +4.05% | +26.81% |
| 2020 | +0.16% | -7.93% | -13.03% | +12.96% | +5.10% | +2.32% | +5.86% | +7.30% | -3.61% | -2.38% | +11.55% | +4.02% | +20.83% |
| 2019 | +8.07% | +3.41% | +1.77% | +4.02% | -6.33% | +7.03% | +1.45% | -1.77% | +1.87% | +2.16% | +3.78% | +2.78% | +31.21% |
| 2018 | +5.54% | -3.70% | -2.29% | +0.32% | +2.47% | +0.69% | +3.57% | +3.27% | +0.52% | -7.03% | +1.89% | -8.92% | -4.66% |
| 2017 | +1.99% | +3.85% | +0.17% | +1.06% | +1.36% | +0.68% | +2.01% | +0.29% | +2.06% | +2.30% | +3.01% | +1.28% | +21.94% |
Drawdown analysis of SCHX (SCHWAB U.S. LARGE-CAP ETF)
The maximum drawdown for the SCHX was -34.33%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The current SCHX drawdown is -0.70%.
Since Nov 3, 2009 SCHX has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.33% | Feb 19, 2020 | 23 | Mar 23, 2020 | 95 | Aug 6, 2020 | 118 |
| -25.40% | Dec 27, 2021 | 200 | Oct 12, 2022 | 294 | Dec 13, 2023 | 494 |
| -19.48% | Sep 20, 2018 | 65 | Dec 24, 2018 | 75 | Apr 12, 2019 | 140 |
| -19.27% | Apr 29, 2011 | 108 | Oct 3, 2011 | 85 | Feb 3, 2012 | 193 |
| -19.04% | Feb 19, 2025 | 34 | Apr 8, 2025 | 54 | Jun 26, 2025 | 88 |
| -15.60% | Apr 23, 2010 | 48 | Jul 2, 2010 | 87 | Nov 4, 2010 | 135 |
| -13.95% | Jul 20, 2015 | 143 | Feb 11, 2016 | 77 | Jun 2, 2016 | 220 |
| -9.91% | Jan 26, 2018 | 9 | Feb 8, 2018 | 115 | Jul 25, 2018 | 124 |
| -9.80% | Apr 2, 2012 | 43 | Jun 4, 2012 | 52 | Aug 16, 2012 | 95 |
| -9.26% | Sep 2, 2020 | 14 | Sep 23, 2020 | 35 | Nov 11, 2020 | 49 |
| -9.03% | Jan 12, 2026 | 53 | Mar 30, 2026 | 11 | Apr 15, 2026 | 64 |
| -8.55% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -7.80% | Jan 19, 2010 | 14 | Feb 8, 2010 | 21 | Mar 10, 2010 | 35 |
| -7.43% | Sep 18, 2014 | 19 | Oct 15, 2014 | 12 | Oct 31, 2014 | 31 |
| -7.34% | Sep 14, 2012 | 42 | Nov 15, 2012 | 31 | Jan 2, 2013 | 73 |
| -6.65% | May 3, 2019 | 20 | Jun 3, 2019 | 13 | Jun 20, 2019 | 33 |
| -6.23% | Feb 18, 2011 | 17 | Mar 16, 2011 | 28 | Apr 26, 2011 | 45 |
| -6.02% | Jul 26, 2019 | 13 | Aug 14, 2019 | 51 | Oct 25, 2019 | 64 |
| -5.76% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -5.68% | Jun 8, 2016 | 13 | Jun 27, 2016 | 8 | Jul 8, 2016 | 21 |
| -5.62% | Jan 15, 2014 | 12 | Feb 3, 2014 | 14 | Feb 24, 2014 | 26 |
| -5.44% | Mar 27, 2024 | 16 | Apr 19, 2024 | 18 | May 15, 2024 | 34 |
| -5.33% | Oct 29, 2025 | 16 | Nov 20, 2025 | 14 | Dec 11, 2025 | 30 |
| -5.23% | Sep 3, 2021 | 20 | Oct 4, 2021 | 12 | Oct 20, 2021 | 32 |
| -4.92% | Feb 12, 2021 | 13 | Mar 4, 2021 | 7 | Mar 15, 2021 | 20 |