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 +1.34% over the past year and −0.25% YTD, with dividends reinvested. Since Jul. 14, 2011, SCHZ is up +35.76% in nominal total return, or +2.04%/yr, and is currently −3.00% below its total-return high on Aug. 4, 2020.

Data ending Fri Sep. 4, 2026

Growth of $10,000

Thu 2011-07-14💬 to Fri 2026-09-04 Overall
Return 		Exponential
Trendline
SCHZ × 		+35.76%
+2.04%/yr 		+1.72%/yr
R2=0.710
Schwab U.S. Aggregate Bond ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2011-07-14💬 to Fri 2026-09-04 Start
Value 		End
Value
SCHZ × 		$10,000.00
2011-07-14 		$13,575.58
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
SCHZ × 		−0.25% +1.34%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHZ × 		−3.00%
on 2026-09-04
from 2020-08-04 peak 		−18.74%
on 2022-10-24
from 2020-08-04 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
SCHZ × 		+1.34% +4.01%
+1.98%/yr 		+13.14%
+4.20%/yr 		−1.59%
−0.32%/yr 		+14.19%
+1.34%/yr

Annual Returns

Year SCHZ
2026 (YTD) −0.25%
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%