All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
SCHZ total return snapshot: SCHZ returned +3.09% over the past year and −0.27% YTD, with dividends reinvested. Since Jul. 14, 2011, SCHZ is up +35.73% in nominal total return, or +2.05%/yr, and is currently −3.02% below its total-return high on Aug. 4, 2020.
Data ending Mon Jul. 27, 2026
| Thu 2011-07-14💬 to Mon 2026-07-27 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHZ × |
+35.73%
+2.05%/yr |
+1.72%/yr
R2=0.706 |
||||
| Schwab U.S. Aggregate Bond ETF Exchange-Traded Fund | ||||||
| Thu 2011-07-14💬 to Mon 2026-07-27 |
Start
Value |
End
Value |
|---|---|---|
| SCHZ × |
$10,000.00
2011-07-14 |
$13,572.72
2026-07-27 |
| YTD | YoY | |
|---|---|---|
| SCHZ × | −0.27% | +3.09% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SCHZ × |
−3.02%
on 2026-07-27 from 2020-08-04 peak |
−18.74%
on 2022-10-24 from 2020-08-04 peak |
| Period ending Mon 2026-07-27 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SCHZ × | +3.09% |
+7.31% +3.59%/yr |
+12.43% +3.98%/yr |
−1.81% −0.36%/yr |
+14.21% +1.34%/yr |
| Year | SCHZ |
|---|---|
| 2026 (YTD) | −0.27% |
| 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% |
