All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
SCHA real return snapshot: after CPI-U inflation, SCHA returned +14.27% over the past year and +11.78% YTD, with dividends reinvested. Since Nov. 3, 2009, SCHA is up +333.98% in real purchasing-power return, or +9.06%/yr, and is currently −9.58% below its real total-return high on Jun. 30, 2026.
Data ending Fri Oct. 9, 2026
| Tue 2009-11-03💬 to Fri 2026-10-09 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHA × |
+333.98%
+9.06%/yr |
+7.32%/yr
R2=0.864 |
||||
| Schwab U.S. Small-Cap ETF Exchange-Traded Fund | ||||||
| Tue 2009-11-03💬 to Fri 2026-10-09 |
Start
Value |
End
Value |
|---|---|---|
| SCHA × |
$10,000.00
2009-11-03 |
$43,398.23
2026-10-09 |
| YTD | YoY | |
|---|---|---|
| SCHA × | +11.78% | +14.27% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SCHA × |
−9.58%
on 2026-10-09 from 2026-06-30 peak |
−43.05%
on 2020-03-23 from 2018-08-31 peak |
| Period ending Fri 2026-10-09 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SCHA × | +14.27% |
+24.03% +11.37%/yr |
+53.49% +15.35%/yr |
+13.32% +2.53%/yr |
+90.01% +6.63%/yr |
| Year | SCHA |
|---|---|
| 2026 (YTD) | +11.78% |
| 2025 | +8.69% |
| 2024 | +8.05% |
| 2023 | +14.63% |
| 2022 | −24.68% |
| 2021 | +8.80% |
| 2020 | +17.74% |
| 2019 | +23.68% |
| 2018 | −13.41% |
| 2017 | +12.56% |
| 2016 | +17.54% |
| 2015 | −4.87% |
| 2014 | +5.75% |
| 2013 | +37.44% |
| 2012 | +16.30% |
| 2011 | −5.88% |
| 2010 | +26.73% |
| 2009 | +10.01% |
