Last Update: 31 Aug 2021

Category: Fixed Income
ETF: Schwab Intermediate-Term U.S. Treasury ETF (SCHR)

In the last 10 years, the Schwab Intermediate-Term U.S. Treasury ETF (SCHR) ETF obtained a 2.39% compound annual return, with a 3.31% standard deviation.

In 2020, the portfolio granted a 1.72% dividend yield. If you are interested in getting periodic income, please refer to the Schwab Intermediate-Term U.S. Treasury ETF (SCHR): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Bond
  • Region: North America
  • Country: U.S.
  • Bond - Duration: Intermediate-Term

Capital Growth and Historical Returns

Capital growth, returns, stats are calculated assuming a reinvestment of dividends.

If you are interested in getting periodic income, please refer to the Schwab Intermediate-Term U.S. Treasury ETF (SCHR): Dividend Yield page.

Capital Growth:
Swipe left to see all data
Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-0.29%
-0.29%
Aug 2021 - Aug 2021
0 - 1
3M
+1.03%
-0.29%
Aug 2021 - Aug 2021
2 - 1
6M
+0.80%
-1.18%
Mar 2021 - Mar 2021
4 - 2
YTD
-1.00%
-2.94%
Jan 2021 - Mar 2021
4 - 4
1Y
-1.25%
2.41%
-3.35%
Oct 2020 - Mar 2021
7 - 5
3Y
+5.01%
annualized
3.63%
-3.60%
Aug 2020 - Mar 2021
23 - 13
5Y
+2.47%
annualized
3.42%
-3.94%
Oct 2016 - Apr 2018
35 - 25
10Y
+2.39%
annualized
3.31%
-4.33%
Aug 2016 - Apr 2018
65 - 55
MAX
01 Sep 2010
+2.65%
annualized
3.49%
-4.33%
Aug 2016 - Apr 2018
72 - 60

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

Schwab Intermediate-Term U.S. Treasury ETF (SCHR) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+3.03% +12.09%
May 2019 - Apr 2020
-3.28%
Sep 2012 - Aug 2013
31.40%
2 Years
+2.77% +8.90%
Aug 2018 - Jul 2020
-1.94%
Aug 2016 - Jul 2018
11.93%
3 Years
+2.42% +5.41%
Feb 2018 - Jan 2021
-0.06%
Oct 2015 - Sep 2018
1.03%
5 Years
+2.25% +3.76%
Apr 2011 - Mar 2016
+0.52%
May 2013 - Apr 2018
0.00%
7 Years
+2.29% +3.47%
Sep 2013 - Aug 2020
+1.05%
Oct 2011 - Sep 2018
0.00%
10 Years
+2.94% +3.31%
Jan 2011 - Dec 2020
+2.39%
Sep 2011 - Aug 2021
0.00%

* Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the Schwab Intermediate-Term U.S. Treasury ETF (SCHR) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the Schwab Intermediate-Term U.S. Treasury ETF (SCHR) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
0.71
73%
-0.01
45%
0.32
64%
0.42
64%
0.57
73%
0.01
45%
0.49
73%
0.49
45%
0.10
55%
-0.07
45%
-0.18
45%
-0.16
27%
Best
Year
2.4
2015
2.1
2020
2.9
2020
1.6
2012
2.1
2019
2.1
2016
2.3
2011
2.6
2011
1.4
2013
1.2
2014
0.9
2018
2.1
2018
Worst
Year
-1.3
2018
-1.4
2021
-1.2
2021
-0.9
2018
-1.8
2013
-1.5
2013
-0.5
2014
-0.9
2013
-0.9
2017
-0.9
2016
-2.6
2016
-2.5
2010

For further information about the seasonality, check the Asset Class Seasonality page.

Investing in Schwab Intermediate-Term U.S. Treasury ETF (SCHR) ETF: detail of monthly returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
-1.00% -0.4 -1.4 -1.2 0.6 0.4 0.1 1.2 -0.3
2020
+7.72% 2.2 2.1 2.9 0.1 0.3 0.1 0.5 -0.4 0.2 -0.6 0.2 0.0
2019
+6.19% 0.4 -0.2 1.8 -0.2 2.1 0.9 0.0 2.5 -0.8 0.3 -0.4 -0.3
2018
+1.46% -1.3 -0.5 0.8 -0.9 0.8 0.1 -0.4 0.7 -0.8 0.0 0.9 2.1
2017
+1.59% 0.4 0.4 0.0 0.9 0.5 -0.3 0.4 0.9 -0.9 -0.1 -0.4 0.0
2016
+0.95% 2.2 0.8 0.2 -0.2 -0.2 2.1 0.0 -0.8 0.4 -0.9 -2.6 -0.2
2015
+1.56% 2.4 -1.4 0.6 -0.1 -0.2 -0.7 0.9 -0.1 1.2 -0.5 -0.4 -0.2
2014
+4.45% 1.5 0.3 -0.7 0.5 1.1 -0.1 -0.5 1.2 -0.7 1.2 0.7 -0.1
2013
-2.70% -0.6 0.8 0.1 0.8 -1.8 -1.5 0.1 -0.9 1.4 0.5 -0.2 -1.3
2012
+2.14% 0.5 -0.7 -0.9 1.6 1.3 -0.2 0.9 0.0 -0.1 -0.3 0.7 -0.5
2011
+10.36% 0.5 -0.3 -0.2 1.5 2.0 -0.3 2.3 2.6 0.9 -0.7 0.5 1.3
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