Last Update: 31 Aug 2021

Category: Fixed Income
ETF: Schwab Short-Term U.S. Treasury ETF (SCHO)

In the last 10 years, the Schwab Short-Term U.S. Treasury ETF (SCHO) ETF obtained a 1.08% compound annual return, with a 0.88% standard deviation.

In 2020, the portfolio granted a 1.31% dividend yield. If you are interested in getting periodic income, please refer to the Schwab Short-Term U.S. Treasury ETF (SCHO): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Bond
  • Region: North America
  • Country: U.S.
  • Bond - Duration: Short 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 Short-Term U.S. Treasury ETF (SCHO): Dividend Yield page.

Capital Growth:
Swipe left to see all data
Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-0.01%
-0.01%
Aug 2021 - Aug 2021
0 - 1
3M
-0.02%
-0.18%
Jun 2021 - Jun 2021
1 - 2
6M
+0.07%
-0.18%
Jun 2021 - Jun 2021
3 - 3
YTD
+0.05%
-0.18%
Jun 2021 - Jun 2021
4 - 4
1Y
+0.09%
0.28%
-0.18%
Jun 2021 - Jun 2021
7 - 5
3Y
+2.61%
annualized
1.20%
-0.18%
Jun 2021 - Jun 2021
26 - 10
5Y
+1.61%
annualized
1.06%
-0.83%
Sep 2017 - Apr 2018
40 - 20
10Y
+1.08%
annualized
0.88%
-0.83%
Sep 2017 - Apr 2018
73 - 47
MAX
01 Sep 2010
+1.10%
annualized
0.87%
-0.83%
Sep 2017 - Apr 2018
80 - 52

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

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

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+1.18% +5.37%
Apr 2019 - Mar 2020
-0.35%
May 2017 - Apr 2018
8.26%
2 Years
+1.17% +4.15%
May 2018 - Apr 2020
-0.11%
Jul 2016 - Jun 2018
2.75%
3 Years
+1.06% +2.83%
Feb 2018 - Jan 2021
+0.23%
May 2015 - Apr 2018
0.00%
5 Years
+0.95% +1.84%
Jan 2016 - Dec 2020
+0.37%
May 2013 - Apr 2018
0.00%
7 Years
+0.97% +1.49%
Sep 2013 - Aug 2020
+0.42%
Oct 2011 - Sep 2018
0.00%
10 Years
+1.17% +1.22%
Jan 2011 - Dec 2020
+1.08%
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 Short-Term U.S. Treasury ETF (SCHO) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the Schwab Short-Term U.S. Treasury ETF (SCHO) 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 %
0.19
91%
0.07
64%
0.19
55%
0.13
91%
0.15
73%
0.06
36%
0.09
64%
0.14
55%
-0.01
36%
0.06
64%
-0.02
55%
0.05
45%
Best
Year
0.6
2016
0.9
2020
1.3
2020
0.5
2011
0.8
2019
0.6
2016
0.3
2012
0.8
2019
0.3
2015
0.3
2019
0.4
2018
0.8
2018
Worst
Year
-0.3
2018
-0.2
2015
-0.2
2011
-0.2
2018
-0.1
2013
-0.2
2021
-0.1
2019
-0.2
2016
-0.2
2017
-0.1
2017
-0.4
2016
-0.2
2014

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

Investing in Schwab Short-Term U.S. Treasury ETF (SCHO) 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
+0.05% 0.0 -0.1 0.0 0.0 0.1 -0.2 0.2 0.0
2020
+3.11% 0.6 0.9 1.3 0.1 0.1 0.0 0.1 0.0 0.0 0.0 0.0 0.0
2019
+3.47% 0.2 0.1 0.6 0.2 0.8 0.5 -0.1 0.8 -0.1 0.3 -0.1 0.2
2018
+1.56% -0.3 0.0 0.1 -0.2 0.4 0.0 0.0 0.3 -0.2 0.1 0.4 0.8
2017
+0.33% 0.1 0.1 0.1 0.1 0.1 -0.1 0.2 0.2 -0.2 -0.1 -0.2 0.0
2016
+0.78% 0.6 0.1 0.2 0.1 -0.1 0.6 -0.1 -0.2 0.1 -0.1 -0.4 0.0
2015
+0.40% 0.5 -0.2 0.2 0.1 0.1 0.0 0.1 -0.1 0.3 -0.1 -0.3 -0.1
2014
+0.53% 0.1 0.1 -0.1 0.2 0.1 0.0 -0.1 0.1 0.0 0.3 0.1 -0.2
2013
+0.41% 0.1 0.1 0.0 0.1 -0.1 -0.1 0.2 -0.1 0.2 0.1 0.1 -0.1
2012
+0.19% 0.0 -0.2 -0.1 0.2 0.0 -0.1 0.3 0.0 -0.1 0.0 0.1 -0.1
2011
+1.46% 0.2 -0.1 -0.2 0.5 0.4 0.0 0.2 0.4 -0.1 -0.1 0.2 0.0
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