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 +23.19% over the past year and +14.87% YTD, with dividends reinvested. Since Dec. 11, 2009, SCHV is up +314.93% in real purchasing-power return, or +8.92%/yr, and is currently −0.25% below its real total-return high on Jun. 25, 2026.

Data ending Fri Aug. 7, 2026

Growth of $10,000

Fri 2009-12-11💬 to Fri 2026-08-07 Overall
Return
Exponential
Trendline
SCHV
×
+314.93%
+8.92%/yr
+7.90%/yr
R2=0.937
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2009-12-11💬 to Fri 2026-08-07 Start
Value
End
Value
SCHV
×
$10,000.00
2009-12-11
$41,493.40
2026-08-07

This Year’s Performance

through 2026-08-07

  YTD YoY
SCHV
×
+14.87% +23.19%

Drawdowns

  Current
Drawdown
Worst
Drawdown
SCHV
×
−0.25%
on 2026-08-07
from 2026-06-25 peak
−37.26%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Fri 2026-08-07 1 yr 2 yr 3 yr 5 yr 10 yr
SCHV
×
+23.19% +38.89%
+17.85%/yr
+48.34%
+14.05%/yr
+36.48%
+6.42%/yr
+111.12%
+7.76%/yr

Annual Returns

Year SCHV
2026 (YTD) +14.87%
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%