Last Update: 31 Aug 2021

Category: Stocks
ETF: Schwab International Small-Cap Equity ETF (SCHC)

In the last 10 years, the Schwab International Small-Cap Equity ETF (SCHC) ETF obtained a 7.56% compound annual return, with a 16.28% standard deviation.

In 2020, the portfolio granted a 1.76% dividend yield. If you are interested in getting periodic income, please refer to the Schwab International Small-Cap Equity ETF (SCHC): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Multi Cap
  • Style: Blend
  • Region: Developed Markets
  • Country: Broad Developed Markets

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 International Small-Cap Equity ETF (SCHC): Dividend Yield page.

Capital Growth:
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Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+2.05%
0.00%
1 - 0
3M
+2.67%
-1.31%
Jun 2021 - Jun 2021
2 - 1
6M
+13.08%
-1.31%
Jun 2021 - Jun 2021
5 - 1
YTD
+15.55%
-1.31%
Jun 2021 - Jun 2021
6 - 2
1Y
+34.15%
15.01%
-4.58%
Sep 2020 - Oct 2020
8 - 4
3Y
+9.34%
annualized
21.08%
-29.58%
Jan 2020 - Mar 2020
21 - 15
5Y
+10.31%
annualized
17.08%
-32.75%
Feb 2018 - Mar 2020
38 - 22
10Y
+7.56%
annualized
16.28%
-32.75%
Feb 2018 - Mar 2020
69 - 51
MAX
01 Feb 2010
+8.21%
annualized
17.06%
-32.75%
Feb 2018 - Mar 2020
80 - 59

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

Schwab International Small-Cap Equity ETF (SCHC) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+8.22% +64.26%
Apr 2020 - Mar 2021
-23.30%
Jun 2011 - May 2012
38.28%
2 Years
+5.89% +23.90%
Jun 2012 - May 2014
-15.89%
Apr 2018 - Mar 2020
28.45%
3 Years
+5.79% +14.47%
Jun 2012 - May 2015
-5.37%
Apr 2017 - Mar 2020
9.62%
5 Years
+5.70% +10.63%
Jun 2010 - May 2015
-1.66%
Apr 2015 - Mar 2020
2.50%
7 Years
+5.74% +9.10%
Jul 2010 - Jun 2017
+0.57%
Apr 2013 - Mar 2020
0.00%
10 Years
+5.39% +7.56%
Sep 2011 - Aug 2021
+2.44%
Apr 2010 - Mar 2020
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 International Small-Cap Equity ETF (SCHC) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the Schwab International Small-Cap Equity ETF (SCHC) 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.

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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
1.29
55%
1.07
75%
0.09
58%
3.11
92%
-1.61
42%
-0.08
42%
2.19
67%
-0.72
42%
0.63
55%
0.87
64%
0.70
36%
1.97
64%
Best
Year
8.6
2019
6.9
2014
8.3
2016
11.1
2020
6.8
2020
4.9
2019
10.7
2010
6.0
2020
12.2
2010
10.1
2011
13.9
2020
10.7
2010
Worst
Year
-6.9
2016
-9.0
2020
-19.3
2020
-1.9
2012
-12.0
2010
-3.9
2013
-3.3
2014
-8.7
2011
-13.8
2011
-10.2
2018
-2.9
2010
-6.5
2018

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

Investing in Schwab International Small-Cap Equity ETF (SCHC) 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
+15.55% -0.7 2.9 2.5 4.3 3.0 -1.3 2.0 2.1
2020
+10.47% -4.1 -9.0 -19.3 11.1 6.8 2.2 5.2 6.0 -1.3 -3.3 13.9 6.8
2019
+23.07% 8.6 2.2 -0.2 3.0 -5.8 4.9 -2.1 -2.5 2.0 4.0 2.6 5.0
2018
-18.63% 4.9 -4.7 -0.3 0.9 -0.2 -1.9 0.4 -1.1 -0.5 -10.2 -0.4 -6.5
2017
+29.38% 4.1 0.9 2.6 3.1 2.8 1.3 3.3 0.7 2.4 1.1 1.0 3.0
2016
+2.99% -6.9 -0.5 8.3 3.2 -0.1 -3.6 5.3 -0.9 2.7 -3.7 -1.5 1.4
2015
+2.31% -0.3 5.9 -1.1 4.9 0.7 -1.8 -1.3 -4.8 -3.0 4.6 -0.2 -1.0
2014
-7.27% -3.4 6.9 0.1 0.4 1.0 2.4 -3.3 0.9 -6.3 -1.7 -2.1 -1.9
2013
+21.40% 3.1 0.1 0.7 2.5 -2.5 -3.9 7.5 -0.8 7.2 3.4 -0.7 3.7
2012
+19.20% 8.4 5.1 -0.8 -1.9 -10.8 4.3 0.1 3.6 5.3 0.7 0.8 4.4
2011
-16.87% 0.4 2.3 1.1 5.5 -2.2 -2.8 -1.4 -8.7 -13.8 10.1 -2.7 -4.0
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