Performance analysis of SMBS (SCHWAB MORTGAGE-BACKED SECURITIES ETF)
Annual Return
Since Nov 19, 2024, SMBS has had an average annual return of +5.09%, underperforming the benchmark SPY, which returned +16.13% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.52% | +8.15% | -0.07% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.53% | +1.53% | -1.67% | +0.33% | +0.23% | +0.19% | -0.59% | +0.52% | |||||
| 2025 | +0.40% | +2.51% | +0.12% | +0.28% | -1.03% | +1.80% | -0.56% | +1.58% | +1.26% | +0.86% | +0.61% | +0.09% | +8.15% |
| 2024 | +1.44% | -1.49% | -0.07% |
Drawdown analysis of SMBS (SCHWAB MORTGAGE-BACKED SECURITIES ETF)
The maximum drawdown for the SMBS was -3.20%, occurring on Jan 13, 2025. Recovery took 29 trading sessions.
The current SMBS drawdown is -1.51%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -3.20% | Dec 6, 2024 | 23 | Jan 13, 2025 | 29 | Feb 25, 2025 | 52 |
| -2.83% | Apr 4, 2025 | 32 | May 21, 2025 | 24 | Jun 26, 2025 | 56 |
| -2.83% | Feb 27, 2026 | 56 | May 19, 2026 | Ongoing | Ongoing | Ongoing |
| -1.11% | Jun 26, 2025 | 12 | Jul 15, 2025 | 13 | Aug 1, 2025 | 25 |
| -0.90% | Oct 28, 2025 | 6 | Nov 5, 2025 | 14 | Nov 25, 2025 | 20 |
| -0.89% | Mar 3, 2025 | 18 | Mar 27, 2025 | 3 | Apr 1, 2025 | 21 |
| -0.86% | Sep 16, 2025 | 8 | Sep 26, 2025 | 12 | Oct 14, 2025 | 20 |
| -0.78% | Nov 26, 2025 | 8 | Dec 9, 2025 | 7 | Dec 18, 2025 | 15 |
| -0.58% | Jan 14, 2026 | 3 | Jan 20, 2026 | 14 | Feb 9, 2026 | 17 |
| -0.47% | Aug 13, 2025 | 2 | Aug 15, 2025 | 5 | Aug 22, 2025 | 7 |
| -0.39% | Aug 5, 2025 | 3 | Aug 8, 2025 | 3 | Aug 13, 2025 | 6 |
| -0.39% | Dec 29, 2025 | 3 | Jan 2, 2026 | 3 | Jan 7, 2026 | 6 |
| -0.38% | Nov 25, 2024 | 1 | Nov 26, 2024 | 2 | Nov 29, 2024 | 3 |
| -0.36% | Apr 1, 2025 | 1 | Apr 2, 2025 | 1 | Apr 3, 2025 | 2 |
| -0.31% | Oct 21, 2025 | 2 | Oct 23, 2025 | 3 | Oct 28, 2025 | 5 |
| -0.24% | Aug 28, 2025 | 2 | Sep 2, 2025 | 1 | Sep 3, 2025 | 3 |
| -0.24% | Feb 13, 2026 | 2 | Feb 18, 2026 | 3 | Feb 23, 2026 | 5 |
| -0.24% | Nov 29, 2024 | 2 | Dec 3, 2024 | 1 | Dec 4, 2024 | 3 |
| -0.23% | Jan 7, 2026 | 1 | Jan 8, 2026 | 1 | Jan 9, 2026 | 2 |
| -0.19% | Feb 10, 2026 | 1 | Feb 11, 2026 | 1 | Feb 12, 2026 | 2 |
| -0.18% | Dec 18, 2025 | 1 | Dec 19, 2025 | 3 | Dec 24, 2025 | 4 |
| -0.16% | Aug 22, 2025 | 1 | Aug 25, 2025 | 2 | Aug 27, 2025 | 3 |
| -0.15% | Feb 23, 2026 | 2 | Feb 25, 2026 | 1 | Feb 26, 2026 | 3 |
| -0.07% | Oct 14, 2025 | 1 | Oct 15, 2025 | 1 | Oct 16, 2025 | 2 |
| -0.05% | Nov 19, 2024 | 1 | Nov 20, 2024 | 1 | Nov 21, 2024 | 2 |