In the last 10 Years, the Schwab U.S. Small-Cap ETF (SCHA) ETF obtained a 10.93% compound annual return, with a 18.21% standard deviation.
In 2021, the ETF granted a 1.38% dividend yield. If you are interested in getting periodic income, please refer to the Schwab U.S. Small-Cap ETF (SCHA) ETF: Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Equity
- Size: Small Cap
- Style: Blend
- Region: North America
- Country: U.S.
Historical Returns as of Jul 31, 2022
Historical returns and stats of Schwab U.S. Small-Cap ETF (SCHA) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.
Period | Return (%) as of Jul 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
---|---|---|---|---|---|
1M
Jul 2022
|
10.44
|
10.45
|
0.00
|
1 - 0
|
|
3M
|
0.34
|
-2.09
|
-9.15
May 2022 - Jun 2022
|
1 - 2
|
|
6M
|
-7.18
|
-11.92
|
-17.36
Apr 2022 - Jun 2022
|
3 - 3
|
|
YTD
|
-15.45
|
-20.44
|
-23.45
Jan 2022 - Jun 2022
|
3 - 4
|
|
1Y
|
-13.96
|
-20.72
|
20.05
|
-24.67
Nov 2021 - Jun 2022
|
6 - 6
50% pos
|
3Y(*)
|
7.38
|
2.35
|
24.82
|
-31.57
Jan 2020 - Mar 2020
|
24 - 12
67% pos
|
5Y(*)
|
7.34
|
3.32
|
22.37
|
-32.27
Sep 2018 - Mar 2020
|
41 - 19
68% pos
|
10Y(*)
|
10.93
|
8.11
|
18.21
|
-32.27
Sep 2018 - Mar 2020
|
81 - 39
68% pos
|
MAX(*)
01 Dec 2009
|
11.76
|
9.02
|
18.95
|
-32.27
Sep 2018 - Mar 2020
|
100 - 52
66% pos
|
US Inflation is updated to Jul 2022. Current inflation (annualized) is 1Y: 8.52% , 5Y: 3.89% , 10Y: 2.60%
Correlations as of Jul 31, 2022
Monthly correlations of Schwab U.S. Small-Cap ETF (SCHA) ETF vs the main Asset Classes, over different timeframes.
Columns are sortable (click on table header to sort).
Correlation vs SCHA | |||||
---|---|---|---|---|---|
|
|||||
Asset Class | 1 Year | 5 Years | 10 Years | Since Dec 2009 |
|
US Total Stock Market VTI |
0.95
|
0.93
|
0.93
|
0.94
|
|
US Large Cap SPY |
0.93
|
0.91
|
0.89
|
0.91
|
|
US Small Cap IJR |
0.99
|
0.98
|
0.98
|
0.99
|
|
US REITs VNQ |
0.82
|
0.78
|
0.64
|
0.70
|
|
US Technology QQQ |
0.90
|
0.81
|
0.77
|
0.80
|
|
Preferred Stocks PFF |
0.91
|
0.80
|
0.69
|
0.67
|
|
EAFE Stocks EFA |
0.89
|
0.88
|
0.79
|
0.81
|
|
World All Countries VT |
0.94
|
0.94
|
0.90
|
0.90
|
|
Emerging Markets EEM |
0.58
|
0.76
|
0.64
|
0.71
|
|
Europe VGK |
0.83
|
0.85
|
0.77
|
0.78
|
|
Pacific VPL |
0.93
|
0.88
|
0.76
|
0.78
|
|
Latin America FLLA |
0.45
|
0.58
|
0.51
|
0.59
|
|
US Total Bond Market BND |
0.73
|
0.29
|
0.16
|
0.04
|
|
Long Term Treasuries TLT |
0.55
|
-0.19
|
-0.22
|
-0.38
|
|
US Cash BIL |
-0.04
|
-0.27
|
-0.20
|
-0.20
|
|
TIPS TIP |
0.83
|
0.43
|
0.26
|
0.17
|
|
Investment Grade Bonds LQD |
0.82
|
0.55
|
0.42
|
0.33
|
|
High Yield Bonds HYG |
0.88
|
0.83
|
0.76
|
0.77
|
|
International Bond Market BNDX |
0.66
|
0.31
|
0.21
|
0.09
|
|
Emerging Market Bonds EMB |
0.82
|
0.68
|
0.54
|
0.52
|
|
Gold GLD |
0.28
|
0.04
|
-0.01
|
0.06
|
|
Commodities DBC |
0.09
|
0.57
|
0.47
|
0.54
|
Capital Growth as of Jul 31, 2022
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. Small-Cap ETF (SCHA) ETF: Dividend Yield page.
The Inflation Adjusted Capital now would be 2181.04$, with a net total return of 118.10% (8.11% annualized).
The Inflation Adjusted Capital now would be 2984.28$, with a net total return of 198.43% (9.02% annualized).
Drawdowns
Worst drawdowns since August 2012.
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-32.27% | Sep 2018 | Mar 2020 | 19 | Nov 2020 | 8 | 27 |
-24.67% | Nov 2021 | Jun 2022 | 8 | in progress | 1 | 9 |
-16.13% | Jun 2015 | Jan 2016 | 8 | Jul 2016 | 6 | 14 |
-5.90% | Jul 2014 | Sep 2014 | 3 | Dec 2014 | 3 | 6 |
-4.24% | Oct 2016 | Oct 2016 | 1 | Nov 2016 | 1 | 2 |
-3.99% | Feb 2018 | Feb 2018 | 1 | May 2018 | 3 | 4 |
-3.64% | Jul 2021 | Sep 2021 | 3 | Oct 2021 | 1 | 4 |
-3.09% | Mar 2014 | Apr 2014 | 2 | Jun 2014 | 2 | 4 |
-3.08% | Aug 2013 | Aug 2013 | 1 | Sep 2013 | 1 | 2 |
-2.59% | Jan 2015 | Jan 2015 | 1 | Feb 2015 | 1 | 2 |
-2.17% | Jan 2014 | Jan 2014 | 1 | Feb 2014 | 1 | 2 |
-1.84% | Apr 2015 | Apr 2015 | 1 | May 2015 | 1 | 2 |
-1.81% | May 2017 | May 2017 | 1 | Jun 2017 | 1 | 2 |
-1.71% | Oct 2012 | Oct 2012 | 1 | Dec 2012 | 2 | 3 |
-0.91% | Aug 2017 | Aug 2017 | 1 | Sep 2017 | 1 | 2 |
-0.83% | Jun 2013 | Jun 2013 | 1 | Jul 2013 | 1 | 2 |
-0.30% | Apr 2013 | Apr 2013 | 1 | May 2013 | 1 | 2 |
-0.27% | Mar 2017 | Mar 2017 | 1 | Apr 2017 | 1 | 2 |
Worst drawdowns since December 2009.
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-32.27% | Sep 2018 | Mar 2020 | 19 | Nov 2020 | 8 | 27 |
-24.67% | Nov 2021 | Jun 2022 | 8 | in progress | 1 | 9 |
-24.36% | May 2011 | Sep 2011 | 5 | Dec 2012 | 15 | 20 |
-16.13% | Jun 2015 | Jan 2016 | 8 | Jul 2016 | 6 | 14 |
-15.25% | May 2010 | Aug 2010 | 4 | Nov 2010 | 3 | 7 |
-5.90% | Jul 2014 | Sep 2014 | 3 | Dec 2014 | 3 | 6 |
-4.24% | Oct 2016 | Oct 2016 | 1 | Nov 2016 | 1 | 2 |
-3.99% | Feb 2018 | Feb 2018 | 1 | May 2018 | 3 | 4 |
-3.64% | Jul 2021 | Sep 2021 | 3 | Oct 2021 | 1 | 4 |
-3.09% | Mar 2014 | Apr 2014 | 2 | Jun 2014 | 2 | 4 |
-3.08% | Aug 2013 | Aug 2013 | 1 | Sep 2013 | 1 | 2 |
-2.82% | Jan 2010 | Jan 2010 | 1 | Feb 2010 | 1 | 2 |
-2.59% | Jan 2015 | Jan 2015 | 1 | Feb 2015 | 1 | 2 |
-2.17% | Jan 2014 | Jan 2014 | 1 | Feb 2014 | 1 | 2 |
-1.84% | Apr 2015 | Apr 2015 | 1 | May 2015 | 1 | 2 |
-1.81% | May 2017 | May 2017 | 1 | Jun 2017 | 1 | 2 |
-0.91% | Aug 2017 | Aug 2017 | 1 | Sep 2017 | 1 | 2 |
-0.83% | Jun 2013 | Jun 2013 | 1 | Jul 2013 | 1 | 2 |
-0.30% | Apr 2013 | Apr 2013 | 1 | May 2013 | 1 | 2 |
-0.27% | Mar 2017 | Mar 2017 | 1 | Apr 2017 | 1 | 2 |
Rolling Returns ( more details)
Schwab U.S. Small-Cap ETF (SCHA) ETF: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
13.85 |
95.77 Apr 2020 - Mar 2021 |
-25.08 Apr 2019 - Mar 2020 |
24.11% |
2 Years |
12.48 |
37.17 Apr 2020 - Mar 2022 |
-12.36 Apr 2018 - Mar 2020 |
7.75% |
3 Years |
11.72 |
23.33 Oct 2011 - Sep 2014 |
-5.11 Apr 2017 - Mar 2020 |
1.71% |
5 Years |
11.26 |
18.35 Jul 2010 - Jun 2015 |
-0.75 Apr 2015 - Mar 2020 |
1.08% |
7 Years |
11.06 |
16.64 Oct 2011 - Sep 2018 |
4.16 Apr 2013 - Mar 2020 |
0.00% |
10 Years |
11.63 |
14.94 Oct 2011 - Sep 2021 |
7.24 Apr 2010 - Mar 2020 |
0.00% |
If you need a deeper detail about rolling returns, please refer to the Schwab U.S. Small-Cap ETF (SCHA) ETF: Rolling Returns page.
Seasonality
Schwab U.S. Small-Cap ETF (SCHA) ETF: in which months is it better to invest?
For further information about the seasonality, check the Asset Class Seasonality page.
Monthly Average Return (%) and Gain Frequency | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
Average Win % |
0.49 54% |
2.20 85% |
0.36 69% |
1.38 62% |
-0.26 54% |
0.39 62% |
1.91 62% |
-0.76 50% |
-0.19 50% |
2.23 75% |
3.51 83% |
1.77 85% |
Best Year |
12.0 2019 |
6.3 2021 |
8.4 2016 |
14.6 2020 |
7.3 2020 |
6.9 2019 |
10.4 2022 |
5.0 2014 |
12.2 2010 |
15.8 2011 |
17.9 2020 |
8.5 2020 |
Worst Year |
-8.9 2022 |
-8.4 2020 |
-23.0 2020 |
-9.0 2022 |
-7.7 2010 |
-9.1 2022 |
-5.4 2014 |
-8.4 2011 |
-11.0 2011 |
-10.6 2018 |
-4.3 2021 |
-11.8 2018 |
Monthly/Yearly Returns
Schwab U.S. Small-Cap ETF (SCHA) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
2022 |
-15.45 | -20.44 | -8.9 | 0.9 | 0.8 | -9.0 | -0.1 | -9.1 | 10.4 | |||||
2021 |
+16.45 | +8.79 | 4.0 | 6.3 | 1.5 | 2.8 | 0.4 | 1.5 | -2.7 | 2.2 | -3.2 | 4.5 | -4.3 | 2.9 |
2020 |
+19.35 | +17.74 | -3.0 | -8.4 | -23.0 | 14.6 | 7.3 | 3.3 | 4.3 | 4.4 | -3.6 | 2.2 | 17.9 | 8.5 |
2019 |
+26.49 | +23.67 | 12.0 | 4.9 | -1.7 | 3.6 | -7.4 | 6.9 | 1.3 | -4.4 | 1.1 | 2.1 | 3.9 | 2.8 |
2018 |
-11.77 | -13.42 | 2.7 | -4.0 | 0.9 | 0.7 | 5.5 | 0.5 | 1.6 | 4.6 | -2.3 | -10.6 | 1.6 | -11.8 |
2017 |
+14.93 | +12.55 | 1.0 | 1.9 | -0.3 | 0.8 | -1.8 | 2.9 | 1.1 | -0.9 | 5.4 | 0.9 | 3.0 | 0.1 |
2016 |
+19.96 | +17.52 | -8.0 | 0.6 | 8.4 | 1.9 | 1.9 | 0.2 | 5.2 | 1.0 | 0.5 | -4.2 | 9.7 | 2.3 |
2015 |
-4.16 | -4.86 | -2.6 | 6.2 | 1.3 | -1.8 | 2.2 | -0.2 | -0.6 | -6.3 | -4.8 | 5.6 | 2.3 | -4.6 |
2014 |
+6.55 | +5.75 | -2.2 | 5.1 | -0.3 | -2.8 | 0.6 | 4.9 | -5.4 | 5.0 | -5.3 | 5.0 | 0.8 | 1.7 |
2013 |
+39.51 | +37.44 | 6.3 | 1.4 | 4.6 | -0.3 | 4.2 | -0.8 | 7.1 | -3.1 | 5.9 | 3.2 | 3.5 | 2.2 |
2012 |
+18.32 | +16.29 | 7.1 | 3.4 | 2.3 | -1.1 | -6.9 | 4.6 | -0.9 | 3.7 | 2.7 | -1.7 | 1.4 | 3.1 |
2011 |
-3.09 | -5.88 | 0.8 | 5.5 | 2.1 | 2.8 | -1.6 | -2.0 | -3.7 | -8.4 | -11.0 | 15.8 | -1.0 | 0.2 |
2010 |
+28.61 | +26.72 | -2.8 | 4.6 | 8.1 | 5.8 | -7.7 | -7.6 | 7.0 | -7.0 | 12.2 | 4.1 | 3.4 | 8.1 |
2009 |
- | - | 7.6 |