All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
SCHZ real return snapshot: after CPI-U inflation, SCHZ returned −0.38% over the past year and −2.98% YTD, with dividends reinvested. Since Jul. 14, 2011, SCHZ is down −7.99% in real purchasing-power return, or −0.55%/yr, and is currently −24.53% below its real total-return high on Aug. 4, 2020.
Data ending Thu Jul. 2, 2026
| Thu 2011-07-14💬 to Thu 2026-07-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SCHZ × |
−2.98%
2026-07-02 |
−0.38%
2026-07-02 |
||||
| Schwab U.S. Aggregate Bond ETF Exchange-Traded Fund | ||||||
| Thu 2011-07-14💬 to Thu 2026-07-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHZ × |
−7.99%
−0.55%/yr |
−0.95%/yr
(R2=0.231) |
||||
| Schwab U.S. Aggregate Bond ETF Exchange-Traded Fund | ||||||
| Thu 2011-07-14💬 to Thu 2026-07-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHZ × |
$10,000.00
2011-07-14 |
$9,201.14
2026-07-02 |
||||
| Schwab U.S. Aggregate Bond ETF Exchange-Traded Fund | ||||||
| Year | SCHZ |
|---|---|
| 2026 (YTD) | −2.98% |
| 2025 | +4.45% |
| 2024 | −1.57% |
| 2023 | +2.18% |
| 2022 | −18.44% |
| 2021 | −8.18% |
| 2020 | +6.02% |
| 2019 | +6.22% |
| 2018 | −1.90% |
| 2017 | +1.36% |
| 2016 | +0.14% |
| 2015 | −0.31% |
| 2014 | +5.48% |
| 2013 | −3.45% |
| 2012 | +1.56% |
| 2011 | +4.29% |
| Thu 2011-07-14💬 to Thu 2026-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHZ × |
−24.53%
from 2020-08-04 peak |
−30.92%
2023-10-19 from 2020-08-04 peak |
||||
| Schwab U.S. Aggregate Bond ETF Exchange-Traded Fund | ||||||
| Period ending Thu 2026-07-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SCHZ × | −0.38% |
+3.08% +1.53%/yr |
+2.29% +0.76%/yr |
−19.16% −4.16%/yr |
−17.22% −1.87%/yr |
|
| Schwab U.S. Aggregate Bond ETF Exchange-Traded Fund | ||||||
