All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
SCHZ total return snapshot: SCHZ returned +3.86% over the past year and +0.69% YTD, with dividends reinvested. Since Jul. 14, 2011, SCHZ is up +37.04% in nominal total return, or +2.13%/yr, and is currently −2.08% below its total-return high on Aug. 4, 2020.
Data ending Thu Jul. 2, 2026
| Thu 2011-07-14💬 to Thu 2026-07-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SCHZ × |
+0.69%
2026-07-02 |
+3.86%
2026-07-02 |
||||
| Schwab U.S. Aggregate Bond ETF Exchange-Traded Fund | ||||||
| Thu 2011-07-14💬 to Thu 2026-07-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHZ × |
+37.04%
+2.13%/yr |
+1.73%/yr
(R2=0.703) |
||||
| Schwab U.S. Aggregate Bond ETF Exchange-Traded Fund | ||||||
| Thu 2011-07-14💬 to Thu 2026-07-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHZ × |
$10,000.00
2011-07-14 |
$13,703.52
2026-07-02 |
||||
| Schwab U.S. Aggregate Bond ETF Exchange-Traded Fund | ||||||
| Year | SCHZ |
|---|---|
| 2026 (YTD) | +0.69% |
| 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% |
| Thu 2011-07-14💬 to Thu 2026-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHZ × |
−2.08%
from 2020-08-04 peak |
−18.74%
2022-10-24 from 2020-08-04 peak |
||||
| Schwab U.S. Aggregate Bond ETF Exchange-Traded Fund | ||||||
| Period ending Thu 2026-07-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SCHZ × | +3.86% |
+10.33% +5.04%/yr |
+12.74% +4.08%/yr |
+0.03% +0.01%/yr |
+15.51% +1.45%/yr |
|
| Schwab U.S. Aggregate Bond ETF Exchange-Traded Fund | ||||||
