All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

SCHZ: Total Return Chart (with Dividends Reinvested)

SCHZ total return snapshot: SCHZ returned +3.18% over the past year and −0.45% YTD, with dividends reinvested. Since Jul. 14, 2011, SCHZ is up +35.49% in nominal total return, or +2.04%/yr, and is currently −3.19% below its total-return high on Aug. 4, 2020.

Data ending Fri Jul. 24, 2026

Growth of $10,000

Thu 2011-07-14💬 to Fri 2026-07-24 Overall
Return
Exponential
Trendline
SCHZ
×
+35.49%
+2.04%/yr
+1.72%/yr
R2=0.705
Schwab U.S. Aggregate Bond ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2011-07-14💬 to Fri 2026-07-24 Start
Value
End
Value
SCHZ
×
$10,000.00
2011-07-14
$13,548.94
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
SCHZ
×
−0.45% +3.18%

Drawdowns

  Current
Drawdown
Worst
Drawdown
SCHZ
×
−3.19%
on 2026-07-24
from 2020-08-04 peak
−18.74%
on 2022-10-24
from 2020-08-04 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
SCHZ
×
+3.18% +7.82%
+3.84%/yr
+11.40%
+3.66%/yr
−1.80%
−0.36%/yr
+14.28%
+1.34%/yr

Annual Returns

Year SCHZ
2026 (YTD) −0.45%
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%