Last Update: 31 Aug 2021
In the last 10 years, the Schwab U.S. Large-Cap Value ETF (SCHV) ETF obtained a 13.07% compound annual return, with a 13.44% standard deviation.
In 2020, the portfolio granted a 3.05% dividend yield. If you are interested in getting periodic income, please refer to the Schwab U.S. Large-Cap Value ETF (SCHV): Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Equity
- Size: Large Cap
- Style: Blend
- 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 Value ETF (SCHV): Dividend Yield page.
| Period | Returns Aug 2021 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+2.03%
|
0.00%
|
1 - 0 | |
|
3M
|
+2.87%
|
-0.52%
Jun 2021 - Jun 2021
|
2 - 1 | |
|
6M
|
+15.22%
|
-0.52%
Jun 2021 - Jun 2021
|
5 - 1 | |
|
YTD
|
+19.92%
|
-0.99%
Jan 2021 - Jan 2021
|
6 - 2 | |
|
1Y
|
+35.09%
|
14.08%
|
-3.91%
Sep 2020 - Oct 2020
|
8 - 4 |
|
3Y
|
+11.23%
annualized
|
18.90%
|
-25.64%
Jan 2020 - Mar 2020
|
24 - 12 |
|
5Y
|
+12.17%
annualized
|
15.37%
|
-25.64%
Jan 2020 - Mar 2020
|
41 - 19 |
|
10Y
|
+13.07%
annualized
|
13.44%
|
-25.64%
Jan 2020 - Mar 2020
|
82 - 38 |
|
MAX
01 Jan 2010
|
+12.22%
annualized
|
13.64%
|
-25.64%
Jan 2020 - Mar 2020
|
93 - 47 |
* Annualized St.Dev. of monthly returns
Drawdowns
Rolling Returns ( more details)
Schwab U.S. Large-Cap Value ETF (SCHV) ETF: annualized rolling and average returns
| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+12.27% |
+52.09% Apr 2020 - Mar 2021 |
-16.28% Apr 2019 - Mar 2020 |
11.63% |
| 2 Years |
+11.25% |
+24.24% Oct 2011 - Sep 2013 |
-5.53% Apr 2018 - Mar 2020 |
3.42% |
| 3 Years |
+11.35% |
+21.84% Oct 2011 - Sep 2014 |
-0.89% Apr 2017 - Mar 2020 |
0.95% |
| 5 Years |
+11.12% |
+15.66% Jul 2010 - Jun 2015 |
+3.37% Apr 2015 - Mar 2020 |
0.00% |
| 7 Years |
+11.19% |
+14.91% Oct 2011 - Sep 2018 |
+6.08% Apr 2013 - Mar 2020 |
0.00% |
| 10 Years |
+10.89% |
+13.07% Sep 2011 - Aug 2021 |
+8.13% 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 Value ETF (SCHV) ETF: Rolling Returns page.
Seasonality and Yearly/Monthly Returns
In the table below, for the Schwab U.S. Large-Cap Value ETF (SCHV) 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.
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Win % |
0.41 50% |
1.57 75% |
0.74 67% |
2.36 83% |
-0.74 67% |
0.48 50% |
2.01 83% |
-0.82 50% |
0.73 55% |
1.90 64% |
2.83 73% |
1.28 82% |
| Best Year |
7.2 2019 |
5.1 2021 |
7.0 2016 |
11.0 2020 |
2.9 2020 |
7.0 2019 |
6.9 2010 |
3.9 2020 |
7.2 2010 |
9.8 2011 |
13.2 2020 |
7.0 2010 |
| Worst Year |
-4.3 2014 |
-9.6 2020 |
-15.7 2020 |
-0.6 2012 |
-7.7 2010 |
-4.9 2010 |
-3.1 2011 |
-6.0 2015 |
-6.0 2011 |
-5.3 2018 |
-0.5 2010 |
-9.2 2018 |
For further information about the seasonality, check the Asset Class Seasonality page.
Investing in Schwab U.S. Large-Cap Value ETF (SCHV) ETF: detail of monthly returns
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2021 |
+19.92% | -1.0 | 5.1 | 5.8 | 3.5 | 2.2 | -0.5 | 1.4 | 2.0 | ||||
| 2020 |
+2.67% | -2.4 | -9.6 | -15.7 | 11.0 | 2.9 | -0.2 | 3.5 | 3.9 | -1.9 | -2.1 | 13.2 | 3.5 |
| 2019 |
+25.91% | 7.2 | 3.5 | 0.8 | 3.3 | -6.6 | 7.0 | 1.0 | -2.8 | 3.7 | 1.2 | 2.9 | 2.8 |
| 2018 |
-7.30% | 4.1 | -4.5 | -2.2 | 0.0 | 1.1 | 0.1 | 4.5 | 1.6 | 0.2 | -5.3 | 3.0 | -9.2 |
| 2017 |
+16.55% | 0.7 | 3.6 | -0.3 | 0.0 | 0.4 | 1.2 | 1.3 | -0.4 | 2.9 | 1.7 | 3.0 | 1.4 |
| 2016 |
+16.53% | -4.0 | -0.2 | 7.0 | 1.3 | 1.5 | 1.5 | 2.7 | 0.0 | -0.4 | -1.2 | 4.8 | 2.8 |
| 2015 |
-1.15% | -4.2 | 5.0 | -1.9 | 1.7 | 0.9 | -2.5 | 1.1 | -6.0 | -2.0 | 8.2 | 0.4 | -1.2 |
| 2014 |
+10.95% | -4.3 | 4.3 | 1.9 | 0.9 | 1.4 | 2.2 | -1.9 | 3.6 | -1.5 | 1.8 | 2.3 | 0.0 |
| 2013 |
+31.03% | 6.0 | 1.7 | 3.9 | 2.3 | 1.5 | -1.1 | 5.2 | -4.1 | 2.7 | 4.3 | 2.6 | 2.7 |
| 2012 |
+15.08% | 2.6 | 3.8 | 3.5 | -0.6 | -5.5 | 4.6 | 1.6 | 1.1 | 3.0 | -0.6 | -0.3 | 1.4 |
| 2011 |
+3.56% | 2.3 | 3.7 | 0.2 | 3.0 | -1.2 | -1.7 | -3.1 | -5.0 | -6.0 | 9.8 | -0.4 | 2.9 |
| 2010 |
+14.83% | -2.1 | 2.4 | 5.9 | 2.0 | -7.7 | -4.9 | 6.9 | -3.8 | 7.2 | 3.1 | -0.5 | 7.0 |