Data Source: from December 2009 to July 2022
Consolidated Returns as of 31 Jul 2022
Category: Stocks
ETF: Schwab U.S. Small-Cap ETF (SCHA)

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.

SCHWAB U.S. SMALL-CAP ETF (SCHA) ETF
Consolidated returns as of 31 Jul 2022
Data Source: from December 2009 to July 2022
Swipe left to see all data
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
(*) Returns over 1 year are annualized

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).

SCHWAB U.S. SMALL-CAP ETF (SCHA) ETF
Monthly correlations as of 31 Jul 2022
Swipe left to see all data
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.

An investment of 1000$, since August 2012, now would be worth 2820.51$, with a total return of 182.05% (10.93% annualized).

The Inflation Adjusted Capital now would be 2181.04$, with a net total return of 118.10% (8.11% annualized).
An investment of 1000$, since December 2009, now would be worth 4087.14$, with a total return of 308.71% (11.76% 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.

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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.

Swipe left to see all data
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

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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%
(*) 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. 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?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.

For further information about the seasonality, check the Asset Class Seasonality page.
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 %
0.49
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
Statistics calculated for the period Dec 2009 - Jul 2022

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?

MONTHLY RETURNS HISTOGRAM
100 Positive Months (66%) - 52 Negative Months (34%)
Dec 2009 - Jul 2022
Swipe left to see all data
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
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