All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SCHA: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

SCHA real return snapshot: after CPI-U inflation, SCHA returned +27.02% over the past year and +16.31% YTD, with dividends reinvested. Since Nov. 3, 2009, SCHA is up +351.56% in real purchasing-power return, or +9.45%/yr, and is currently −5.91% below its real total-return high on Jun. 30, 2026.

Data ending Fri Jul. 17, 2026

Growth of $10,000

Tue 2009-11-03💬 to Fri 2026-07-17 Overall
Return 		Exponential
Trendline
SCHA × 		+351.56%
+9.45%/yr 		+7.30%/yr
R2=0.859
Schwab U.S. Small-Cap ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2009-11-03💬 to Fri 2026-07-17 Start
Value 		End
Value
SCHA × 		$10,000.00
2009-11-03 		$45,156.31
2026-07-17

This Year’s Performance

through 2026-07-17

  YTD YoY
SCHA × 		+16.31% +27.02%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHA × 		−5.91%
on 2026-07-17
from 2026-06-30 peak 		−43.05%
on 2020-03-23
from 2018-08-31 peak

Rolling Returns

Period ending Fri 2026-07-17 1 yr 2 yr 3 yr 5 yr 10 yr
SCHA × 		+27.02% +28.90%
+13.53%/yr 		+43.38%
+12.76%/yr 		+21.18%
+3.92%/yr 		+100.70%
+7.21%/yr

Annual Returns

Year SCHA
2026 (YTD) +16.31%
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 +10.00%