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 +12.49% over the past year and +11.23% YTD, with dividends reinvested. Since Jan. 13, 2011, SCHM is up +237.96% in real purchasing-power return, or +8.02%/yr, and is currently −7.02% below its real total-return high on Jun. 30, 2026.

Data ending Fri Oct. 23, 2026

Growth of $10,000

Thu 2011-01-13💬 to Fri 2026-10-23 Overall
Return 		Exponential
Trendline
SCHM × 		+237.96%
+8.02%/yr 		+7.67%/yr
R2=0.891
Schwab U.S. Mid-Cap ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2011-01-13💬 to Fri 2026-10-23 Start
Value 		End
Value
SCHM × 		$10,000.00
2011-01-13 		$33,795.72
2026-10-23

This Year’s Performance

through 2026-10-23

  YTD YoY
SCHM × 		+11.23% +12.49%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHM × 		−7.02%
on 2026-10-23
from 2026-06-30 peak 		−42.39%
on 2020-03-23
from 2020-02-20 peak

Rolling Returns

Period ending Fri 2026-10-23 1 yr 2 yr 3 yr 5 yr 10 yr
SCHM × 		+12.49% +19.91%
+9.50%/yr 		+53.61%
+15.38%/yr 		+12.50%
+2.38%/yr 		+101.91%
+7.28%/yr

Annual Returns

Year SCHM
2026 (YTD) +11.23%
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%