All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
SCHZ total return snapshot: SCHZ returned −1.77% over the past year and −2.62% YTD, with dividends reinvested. Since Jul. 14, 2011, SCHZ is up +32.54% in nominal total return, or +1.87%/yr, and is currently −5.30% below its total-return high on Aug. 4, 2020.
Data ending Tue Oct. 6, 2026
| Thu 2011-07-14💬 to Tue 2026-10-06 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHZ × |
+32.54%
+1.87%/yr |
+1.72%/yr
R2=0.712 |
||||
| Schwab U.S. Aggregate Bond ETF Exchange-Traded Fund | ||||||
| Thu 2011-07-14💬 to Tue 2026-10-06 |
Start
Value |
End
Value |
|---|---|---|
| SCHZ × |
$10,000.00
2011-07-14 |
$13,253.51
2026-10-06 |
| YTD | YoY | |
|---|---|---|
| SCHZ × | −2.62% | −1.77% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SCHZ × |
−5.30%
on 2026-10-06 from 2020-08-04 peak |
−18.74%
on 2022-10-24 from 2020-08-04 peak |
| Period ending Tue 2026-10-06 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SCHZ × | −1.77% |
+2.17% +1.08%/yr |
+14.12% +4.50%/yr |
−3.13% −0.63%/yr |
+12.01% +1.14%/yr |
| Year | SCHZ |
|---|---|
| 2026 (YTD) | −2.62% |
| 2025 | +7.24% |
| 2024 | +1.27% |
| 2023 | +5.60% |
| 2022 | −13.17% |
| 2021 | −1.72% |
| 2020 | +7.46% |
| 2019 | +8.64% |
| 2018 | −0.03% |
| 2017 | +3.50% |
| 2016 | +2.21% |
| 2015 | +0.42% |
| 2014 | +6.28% |
| 2013 | −2.00% |
| 2012 | +3.32% |
| 2011 | +4.23% |
