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 +4.22% over the past year and +0.73% YTD, with dividends reinvested. Since Jul. 14, 2011, SCHZ is up +37.09% in nominal total return, or +2.13%/yr, and is currently −2.04% below its total-return high on Aug. 4, 2020.

Data ending Mon Jul. 6, 2026

Thu 2011-07-14💬 to Mon 2026-07-06 YTD
Return
1 Year
Return
SCHZ
×
+0.73%
2026-07-06
+4.22%
2026-07-06
Schwab U.S. Aggregate Bond ETF Exchange-Traded Fund

Returns

Thu 2011-07-14💬 to Mon 2026-07-06 Overall
Return
Exponential
Trendline
SCHZ
×
+37.09%
+2.13%/yr
+1.73%/yr
(R2=0.703)
Schwab U.S. Aggregate Bond ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-07-14💬 to Mon 2026-07-06 Start
Value
End
Value
SCHZ
×
$10,000.00
2011-07-14
$13,709.46
2026-07-06
Schwab U.S. Aggregate Bond ETF Exchange-Traded Fund

Annual Returns

Year SCHZ
2026 (YTD) +0.73%
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%

Drawdowns

Thu 2011-07-14💬 to Mon 2026-07-06 Current
Drawdown
Worst
Drawdown
SCHZ
×
−2.04%
from 2020-08-04 peak
−18.74%
2022-10-24
from 2020-08-04 peak
Schwab U.S. Aggregate Bond ETF Exchange-Traded Fund

Rolling Returns

Period ending Mon 2026-07-06 1
Year
2
Years
3
Years
5
Years
10
Years
SCHZ
×
+4.22% +9.24%
+4.52%/yr
+14.33%
+4.57%/yr
−0.25%
−0.05%/yr
+15.00%
+1.41%/yr
Schwab U.S. Aggregate Bond ETF Exchange-Traded Fund