All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
SCHM total return snapshot: SCHM returned +28.18% over the past year and +20.74% YTD, with dividends reinvested. Since Jan. 13, 2011, SCHM is up +441.31% in nominal total return, or +11.47%/yr, and is currently −2.06% below its total-return high on Jun. 30, 2026.
Data ending Tue Aug. 4, 2026
| Thu 2011-01-13💬 to Tue 2026-08-04 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHM × |
+441.31%
+11.47%/yr |
+10.53%/yr
R2=0.952 |
||||
| Schwab U.S. Mid-Cap ETF Exchange-Traded Fund | ||||||
| Thu 2011-01-13💬 to Tue 2026-08-04 |
Start
Value |
End
Value |
|---|---|---|
| SCHM × |
$10,000.00
2011-01-13 |
$54,130.63
2026-08-04 |
| YTD | YoY | |
|---|---|---|
| SCHM × | +20.74% | +28.18% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SCHM × |
−2.06%
on 2026-08-04 from 2026-06-30 peak |
−42.43%
on 2020-03-23 from 2020-02-20 peak |
| Period ending Tue 2026-08-04 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SCHM × | +28.18% |
+43.97% +19.99%/yr |
+56.46% +16.09%/yr |
+50.10% +8.46%/yr |
+189.58% +11.22%/yr |
| Year | SCHM |
|---|---|
| 2026 (YTD) | +20.74% |
| 2025 | +10.17% |
| 2024 | +11.98% |
| 2023 | +16.69% |
| 2022 | −17.07% |
| 2021 | +19.36% |
| 2020 | +15.26% |
| 2019 | +27.48% |
| 2018 | −8.77% |
| 2017 | +19.60% |
| 2016 | +14.49% |
| 2015 | −0.03% |
| 2014 | +10.30% |
| 2013 | +36.29% |
| 2012 | +17.48% |
| 2011 | −2.92% |
