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 +18.75% over the past year and +11.64% YTD, with dividends reinvested. Since Dec. 11, 2009, SCHV is up +303.25% in real purchasing-power return, or +8.76%/yr, and is currently −3.06% below its real total-return high on Jun. 25, 2026.

Data ending Fri Jul. 17, 2026

Growth of $10,000

Fri 2009-12-11💬 to Fri 2026-07-17 Overall
Return
Exponential
Trendline
SCHV
×
+303.25%
+8.76%/yr
+7.89%/yr
R2=0.936
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2009-12-11💬 to Fri 2026-07-17 Start
Value
End
Value
SCHV
×
$10,000.00
2009-12-11
$40,325.29
2026-07-17

This Year’s Performance

through 2026-07-17

  YTD YoY
SCHV
×
+11.64% +18.75%

Drawdowns

  Current
Drawdown
Worst
Drawdown
SCHV
×
−3.06%
on 2026-07-17
from 2026-06-25 peak
−37.26%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Fri 2026-07-17 1 yr 2 yr 3 yr 5 yr 10 yr
SCHV
×
+18.75% +28.64%
+13.42%/yr
+46.61%
+13.60%/yr
+35.97%
+6.34%/yr
+105.32%
+7.46%/yr

Annual Returns

Year SCHV
2026 (YTD) +11.64%
2025 +13.00%
2024 +10.93%
2023 +5.41%
2022 −13.26%
2021 +17.33%
2020 +1.26%
2019 +23.11%
2018 −9.04%
2017 +14.15%
2016 +15.86%
2015 −1.86%
2014 +10.12%
2013 +29.08%
2012 +13.12%
2011 +0.57%
2010 +13.16%
2009 −0.24%