SCHD
Schwab U.S. Dividend Equity ETF
$35.93−0.09 (−0.25%)Close Nov 12, 2026
Oct 20, 2011 – Nov 12, 2026, Dividends reinvested
- Final balance
- $69,374
- CAGR
- +13.72%
- Max drawdown
- −33.37%
- Sharpe ratio
- 0.92
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Growth of $10,000
Trailing returns (%)
SCHD's average annual return was 13.58% over the last 10 years, through Nov 12, 2026. $10,000 in SCHD on Nov 11, 2016 grew to $35,718 by Nov 12, 2026, with dividends reinvested.
Total
- 1M
- +8.03%
- 3M
- +5.71%
- 6M
- +14.94%
- YTD
- +34.21%
- 1Y
- +36.78%
Per year
- 3Y
- +20.09%
- 5Y
- +10.24%
- 10Y
- +13.58%
- 15Y
- +13.49%
- Since 2011
- +13.72%
Annual returns
2011 from Oct 20 · 2026 through Nov 12
SCHD returns by year
| Year | Return |
|---|---|
| 2026 through Nov 12 | +34.21% |
| 2025 | +4.34% |
| 2024 | +11.66% |
| 2023 | +4.54% |
| 2022 | −3.26% |
| 2021 | +29.88% |
| 2020 | +15.03% |
| 2019 | +27.29% |
| 2018 | −5.56% |
| 2017 | +20.85% |
| 2016 | +16.45% |
| 2015 | −0.30% |
| 2014 | +11.68% |
Metrics
Since 2011| Volatility | 15.35% |
|---|---|
| Sortino ratio | 1.32 |
| Calmar ratio | 0.41 |
| Best year, 2013 | +32.88% |
| Worst year, 2018 | −5.56% |
| Positive years | 11 of 14 |
| Longest drawdown | 2 years |
Worst drawdowns
Since 2011| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −33.4% | Jan 2020 | Mar 2020 | Sep 2020 | 7 months |
| −17.1% | Sep 2018 | Dec 2018 | Apr 2019 | 6 months |
| −16.8% | Jan 2022 | Sep 2022 | Dec 2023 | 2 years |
| −16.1% | Nov 2024 | Apr 2025 | Jan 2026 | 1.1 years |
| −13.9% | Mar 2015 | Aug 2015 | Mar 2016 | 1 year |