Last Update: 31 Aug 2021

Category: Stocks
ETF: Schwab U.S. Large-Cap Value ETF (SCHV)

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.

Capital Growth:
Swipe left to see all data
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

Drawdonws Chart:

Rolling Returns ( more details)

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

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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.

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 %
0.41
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

Swipe left to see all data
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
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