Last Update: 31 Aug 2021

Category: Stocks
ETF: Schwab U.S. Large-Cap Growth ETF (SCHG)

In the last 10 years, the Schwab U.S. Large-Cap Growth ETF (SCHG) ETF obtained a 19.47% compound annual return, with a 14.52% standard deviation.

In 2020, the portfolio granted a 0.73% dividend yield. If you are interested in getting periodic income, please refer to the Schwab U.S. Large-Cap Growth ETF (SCHG): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Growth
  • Region: North America
  • Country: U.S.

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 U.S. Large-Cap Growth ETF (SCHG): Dividend Yield page.

Capital Growth:
Swipe left to see all data
Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+3.88%
0.00%
1 - 0
3M
+14.13%
0.00%
3 - 0
6M
+22.65%
-1.63%
May 2021 - May 2021
5 - 1
YTD
+22.27%
-1.63%
May 2021 - May 2021
6 - 2
1Y
+31.10%
14.39%
-6.69%
Sep 2020 - Oct 2020
8 - 4
3Y
+25.30%
annualized
19.30%
-16.42%
Feb 2020 - Mar 2020
26 - 10
5Y
+24.32%
annualized
15.78%
-16.42%
Feb 2020 - Mar 2020
47 - 13
10Y
+19.47%
annualized
14.52%
-16.42%
Feb 2020 - Mar 2020
84 - 36
MAX
01 Feb 2010
+18.43%
annualized
14.91%
-17.71%
May 2011 - Sep 2011
96 - 43

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

Schwab U.S. Large-Cap Growth ETF (SCHG) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+18.18% +63.86%
Apr 2020 - Mar 2021
-8.62%
Mar 2015 - Feb 2016
7.03%
2 Years
+16.68% +37.57%
Jan 2019 - Dec 2020
+4.14%
Mar 2014 - Feb 2016
0.00%
3 Years
+16.16% +25.77%
Aug 2018 - Jul 2021
+8.49%
Jan 2014 - Dec 2016
0.00%
5 Years
+15.48% +24.32%
Sep 2016 - Aug 2021
+9.32%
Apr 2015 - Mar 2020
0.00%
7 Years
+15.66% +18.91%
Aug 2014 - Jul 2021
+12.72%
Apr 2013 - Mar 2020
0.00%
10 Years
+16.49% +19.47%
Sep 2011 - Aug 2021
+12.53%
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 U.S. Large-Cap Growth ETF (SCHG) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the Schwab U.S. Large-Cap Growth ETF (SCHG) 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 %
2.33
64%
1.87
83%
0.83
67%
2.87
75%
-0.04
58%
1.02
58%
3.11
83%
0.65
58%
0.22
64%
2.04
64%
2.73
91%
0.51
64%
Best
Year
9.0
2019
6.6
2015
6.9
2016
14.7
2020
7.1
2020
7.1
2019
7.7
2020
9.8
2020
11.4
2010
12.4
2011
10.1
2020
6.0
2010
Worst
Year
-7.0
2016
-6.6
2020
-10.5
2020
-0.6
2012
-8.3
2010
-5.7
2010
-1.4
2011
-6.2
2011
-8.7
2011
-8.5
2018
-0.3
2011
-8.6
2018

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

Investing in Schwab U.S. Large-Cap Growth ETF (SCHG) 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
+22.27% -0.7 0.4 1.5 7.6 -1.6 6.3 3.3 3.9
2020
+39.15% 2.8 -6.6 -10.5 14.7 7.1 4.0 7.7 9.8 -4.0 -2.8 10.1 4.4
2019
+36.02% 9.0 3.3 2.6 4.5 -6.2 7.1 1.9 -1.0 0.3 3.2 4.5 2.8
2018
-1.36% 7.2 -2.8 -2.4 0.6 4.0 1.3 2.6 5.1 0.6 -8.5 1.0 -8.6
2017
+28.04% 3.5 4.2 0.7 2.3 2.3 0.2 2.7 1.0 1.1 3.0 3.1 1.1
2016
+6.82% -7.0 0.1 6.9 -0.4 2.0 -1.2 5.0 0.3 0.6 -2.6 2.8 0.9
2015
+3.24% -1.3 6.6 -0.9 -0.2 1.7 -1.4 2.9 -6.0 -3.5 8.3 0.3 -2.4
2014
+15.81% -2.4 5.2 -0.6 0.0 3.4 2.3 -0.9 4.3 -1.6 2.9 3.1 -0.4
2013
+34.05% 4.9 0.5 3.7 1.7 3.0 -2.0 5.8 -1.8 4.2 4.7 2.9 2.5
2012
+16.89% 7.3 4.9 2.8 -0.6 -6.6 2.9 0.8 3.8 2.0 -2.9 1.6 0.5
2011
-0.74% 2.5 2.8 0.5 2.9 -1.2 -1.5 -1.4 -6.2 -8.7 12.4 -0.3 -1.0
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