All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
SCHM real return snapshot: after CPI-U inflation, SCHM returned +13.26% over the past year and +11.90% YTD, with dividends reinvested. Since Jan. 13, 2011, SCHM is up +240.01% in real purchasing-power return, or +8.10%/yr, and is currently −6.46% below its real total-return high on Jun. 30, 2026.
Data ending Fri Oct. 2, 2026
| Thu 2011-01-13💬 to Fri 2026-10-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHM × |
+240.01%
+8.10%/yr |
+7.67%/yr
R2=0.890 |
||||
| Schwab U.S. Mid-Cap ETF Exchange-Traded Fund | ||||||
| Thu 2011-01-13💬 to Fri 2026-10-02 |
Start
Value |
End
Value |
|---|---|---|
| SCHM × |
$10,000.00
2011-01-13 |
$34,001.05
2026-10-02 |
| YTD | YoY | |
|---|---|---|
| SCHM × | +11.90% | +13.26% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SCHM × |
−6.46%
on 2026-10-02 from 2026-06-30 peak |
−42.39%
on 2020-03-23 from 2020-02-20 peak |
| Period ending Fri 2026-10-02 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SCHM × | +13.26% |
+21.36% +10.17%/yr |
+48.46% +14.08%/yr |
+17.53% +3.28%/yr |
+98.73% +7.11%/yr |
| Year | SCHM |
|---|---|
| 2026 (YTD) | +11.90% |
| 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% |
