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

Total Real Returns

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

SCHV real return snapshot: after CPI-U inflation, SCHV returned +14.91% over the past year and +13.49% YTD, with dividends reinvested. Since Dec. 11, 2009, SCHV is up +309.96% in real purchasing-power return, or +8.72%/yr, and is currently −2.85% below its real total-return high on Aug. 14, 2026.

Data ending Tue Oct. 27, 2026

Growth of $10,000

Fri 2009-12-11💬 to Tue 2026-10-27 Overall
Return
Exponential
Trendline
SCHV
×
+309.96%
+8.72%/yr
+7.92%/yr
R2=0.939
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2009-12-11💬 to Tue 2026-10-27 Start
Value
End
Value
SCHV
×
$10,000.00
2009-12-11
$40,995.79
2026-10-27

This Year’s Performance

through 2026-10-27

  YTD YoY
SCHV
×
+13.49% +14.91%

Drawdowns

  Current
Drawdown
Worst
Drawdown
SCHV
×
−2.85%
on 2026-10-27
from 2026-08-14 peak
−37.26%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Tue 2026-10-27 1 yr 2 yr 3 yr 5 yr 10 yr
SCHV
×
+14.91% +25.93%
+12.22%/yr
+64.72%
+18.10%/yr
+34.68%
+6.14%/yr
+113.13%
+7.86%/yr

Annual Returns

Year SCHV
2026 (YTD) +13.49%
2025 +13.00%
2024 +10.93%
2023 +5.40%
2022 −13.26%
2021 +17.32%
2020 +1.26%
2019 +23.11%
2018 −9.04%
2017 +14.15%
2016 +15.86%
2015 −1.86%
2014 +10.12%
2013 +29.07%
2012 +13.12%
2011 +0.57%
2010 +13.16%
2009 −0.24%