All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
SCHM total return snapshot: SCHM returned +17.07% over the past year and +15.31% YTD, with dividends reinvested. Since Jan. 13, 2011, SCHM is up +416.98% in nominal total return, or +11.01%/yr, and is currently −6.46% below its total-return high on Jun. 30, 2026.
Data ending Wed Oct. 7, 2026
| Thu 2011-01-13💬 to Wed 2026-10-07 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHM × |
+416.98%
+11.01%/yr |
+10.55%/yr
R2=0.954 |
||||
| Schwab U.S. Mid-Cap ETF Exchange-Traded Fund | ||||||
| Thu 2011-01-13💬 to Wed 2026-10-07 |
Start
Value |
End
Value |
|---|---|---|
| SCHM × |
$10,000.00
2011-01-13 |
$51,697.94
2026-10-07 |
| YTD | YoY | |
|---|---|---|
| SCHM × | +15.31% | +17.07% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SCHM × |
−6.46%
on 2026-10-07 from 2026-06-30 peak |
−42.43%
on 2020-03-23 from 2020-02-20 peak |
| Period ending Wed 2026-10-07 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SCHM × | +17.07% |
+28.69% +13.44%/yr |
+61.53% +17.33%/yr |
+41.82% +7.24%/yr |
+178.64% +10.79%/yr |
| Year | SCHM |
|---|---|
| 2026 (YTD) | +15.31% |
| 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% |
