Performance analysis of SCHZ (SCHWAB U.S. AGGREGATE BOND ETF)
Annual Return
Over the past 3 years, SCHZ has had an average annual return of +4.01%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, SCHZ has had an average annual return of +0.18%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, SCHZ has had an average annual return of +1.54%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jul 14, 2011, SCHZ has had an average annual return of +2.11%, underperforming the benchmark SPY, which returned +14.53% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.47% | +7.23% | +1.26% | +5.60% | -13.17% | -1.72% | +7.46% | +8.65% | -0.26% | +3.50% | +2.22% | +0.42% |
| 2014 | 2013 | 2012 | 2011 | ||||||||
| +6.28% | -2.00% | +3.32% | +4.23% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.35% | +1.48% | -1.74% | +0.21% | +0.26% | -0.04% | +0.47% | ||||||
| 2025 | +0.57% | +2.28% | -0.11% | +0.49% | -0.70% | +1.59% | -0.27% | +1.19% | +1.10% | +0.59% | +0.57% | -0.25% | +7.23% |
| 2024 | -0.04% | -1.44% | +0.79% | -2.58% | +1.82% | +0.88% | +2.37% | +1.45% | +1.36% | -2.53% | +1.13% | -1.79% | +1.26% |
| 2023 | +3.50% | -2.73% | +2.59% | +0.59% | -1.21% | -0.21% | -0.15% | -0.65% | -2.59% | -1.54% | +4.55% | +3.66% | +5.60% |
| 2022 | -2.19% | -1.03% | -2.73% | -3.98% | +0.76% | -1.59% | +2.69% | -3.12% | -4.27% | -1.12% | +3.72% | -0.85% | -13.17% |
| 2021 | -0.68% | -1.54% | -1.17% | +0.78% | +0.16% | +0.81% | +1.08% | -0.13% | -1.04% | +0.07% | +0.21% | -0.24% | -1.72% |
| 2020 | +2.01% | +1.51% | -1.46% | +3.01% | +0.59% | +0.65% | +1.38% | -0.87% | -0.19% | -0.61% | +1.28% | +0.01% | +7.46% |
| 2019 | +1.13% | -0.10% | +2.02% | -0.07% | +1.56% | +1.41% | +0.20% | +2.68% | -0.55% | +0.21% | -0.09% | -0.02% | +8.65% |
| 2018 | -1.15% | -0.98% | +0.62% | -0.72% | +0.54% | +0.11% | -0.08% | +0.67% | -0.64% | -0.73% | +0.51% | +1.62% | -0.26% |
| 2017 | +0.33% | +0.65% | -0.02% | +0.79% | +0.71% | -0.00847% | +0.44% | +0.87% | -0.50% | +0.02% | -0.10% | +0.28% | +3.50% |
Drawdown analysis of SCHZ (SCHWAB U.S. AGGREGATE BOND ETF)
The maximum drawdown for the SCHZ was -18.75%, occurring on Oct 24, 2022. This drawdown has not yet recovered.
The current SCHZ drawdown is -2.31%.
Since Jul 14, 2011 SCHZ has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.75% | Aug 4, 2020 | 560 | Oct 24, 2022 | Ongoing | Ongoing | Ongoing |
| -10.27% | Mar 6, 2020 | 8 | Mar 18, 2020 | 46 | May 22, 2020 | 54 |
| -4.89% | May 2, 2013 | 87 | Sep 5, 2013 | 170 | May 9, 2014 | 257 |
| -4.35% | Jul 8, 2016 | 113 | Dec 16, 2016 | 175 | Aug 29, 2017 | 288 |
| -3.50% | Sep 7, 2017 | 174 | May 17, 2018 | 177 | Jan 31, 2019 | 351 |
| -2.78% | Apr 17, 2015 | 59 | Jul 13, 2015 | 145 | Feb 8, 2016 | 204 |
| -2.11% | Sep 4, 2019 | 7 | Sep 13, 2019 | 88 | Jan 21, 2020 | 95 |
| -1.80% | Feb 2, 2015 | 24 | Mar 9, 2015 | 26 | Apr 15, 2015 | 50 |
| -1.72% | Sep 22, 2011 | 12 | Oct 10, 2011 | 46 | Dec 14, 2011 | 58 |
| -1.41% | Jan 31, 2012 | 34 | Mar 20, 2012 | 23 | Apr 23, 2012 | 57 |
| -1.36% | Aug 2, 2012 | 10 | Aug 16, 2012 | 31 | Oct 1, 2012 | 41 |
| -1.26% | Dec 5, 2012 | 64 | Mar 11, 2013 | 18 | Apr 5, 2013 | 82 |
| -1.14% | Aug 29, 2014 | 12 | Sep 17, 2014 | 14 | Oct 7, 2014 | 26 |
| -1.11% | Aug 18, 2011 | 7 | Aug 29, 2011 | 4 | Sep 2, 2011 | 11 |
| -0.96% | Oct 16, 2014 | 15 | Nov 6, 2014 | 25 | Dec 12, 2014 | 40 |
| -0.81% | Oct 15, 2012 | 8 | Oct 25, 2012 | 10 | Nov 12, 2012 | 18 |
| -0.72% | Dec 19, 2011 | 3 | Dec 22, 2011 | 5 | Dec 30, 2011 | 8 |
| -0.71% | May 13, 2016 | 4 | May 19, 2016 | 10 | Jun 3, 2016 | 14 |
| -0.70% | May 28, 2014 | 7 | Jun 6, 2014 | 15 | Jun 27, 2014 | 22 |
| -0.70% | Jul 3, 2019 | 5 | Jul 11, 2019 | 15 | Aug 1, 2019 | 20 |
| -0.69% | Feb 11, 2016 | 3 | Feb 17, 2016 | 6 | Feb 25, 2016 | 9 |
| -0.67% | Jul 22, 2014 | 7 | Jul 31, 2014 | 5 | Aug 7, 2014 | 12 |
| -0.66% | Feb 25, 2016 | 7 | Mar 7, 2016 | 9 | Mar 18, 2016 | 16 |
| -0.64% | Mar 28, 2019 | 14 | Apr 17, 2019 | 13 | May 7, 2019 | 27 |
| -0.64% | Jan 13, 2012 | 6 | Jan 24, 2012 | 3 | Jan 27, 2012 | 9 |