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

Total Real Returns

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

SCHM real return snapshot: after CPI-U inflation, SCHM returned +23.63% over the past year and +16.77% YTD, with dividends reinvested. Since Jan. 13, 2011, SCHM is up +254.78% in real purchasing-power return, or +8.48%/yr, and is currently −2.39% below its real total-return high on Jun. 30, 2026.

Data ending Tue Aug. 4, 2026

Growth of $10,000

Thu 2011-01-13💬 to Tue 2026-08-04 Overall
Return 		Exponential
Trendline
SCHM × 		+254.78%
+8.48%/yr 		+7.67%/yr
R2=0.887
Schwab U.S. Mid-Cap ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2011-01-13💬 to Tue 2026-08-04 Start
Value 		End
Value
SCHM × 		$10,000.00
2011-01-13 		$35,477.81
2026-08-04

This Year’s Performance

through 2026-08-04

  YTD YoY
SCHM × 		+16.77% +23.63%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHM × 		−2.39%
on 2026-08-04
from 2026-06-30 peak 		−42.39%
on 2020-03-23
from 2020-02-20 peak

Rolling Returns

Period ending Tue 2026-08-04 1 yr 2 yr 3 yr 5 yr 10 yr
SCHM × 		+23.63% +35.15%
+16.25%/yr 		+42.81%
+12.61%/yr 		+22.33%
+4.11%/yr 		+107.98%
+7.60%/yr

Annual Returns

Year SCHM
2026 (YTD) +16.77%
2025 +7.30%
2024 +8.84%
2023 +12.91%
2022 −22.11%
2021 +11.51%
2020 +13.71%
2019 +24.63%
2018 −10.48%
2017 +17.13%
2016 +12.17%
2015 −0.76%
2014 +9.47%
2013 +34.27%
2012 +15.48%
2011 −5.53%