Data Source: from January 2012 to June 2022
Consolidated Returns as of 30 Jun 2022
Category: Stocks
ETF: Schwab US Dividend Equity ETF (SCHD)

In the last 10 Years, the Schwab US Dividend Equity ETF (SCHD) ETF obtained a 13.33% compound annual return, with a 13.37% standard deviation.

In 2021, the ETF granted a 3.55% dividend yield. If you are interested in getting periodic income, please refer to the Schwab US Dividend Equity ETF (SCHD) ETF: 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.

Historical Returns as of Jun 30, 2022

Historical returns and stats of Schwab US Dividend Equity ETF (SCHD) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

SCHWAB US DIVIDEND EQUITY ETF (SCHD) ETF
Consolidated returns as of 30 Jun 2022
Data Source: from January 2012 to June 2022
Swipe left to see all data
Period Return (%)
as of Jun 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Jun 2022
-7.95
-7.95
-7.95
Jun 2022 - Jun 2022
0 - 1
3M
-8.30
-9.49
-8.30
Apr 2022 - Jun 2022
1 - 2
6M
-9.91
-13.41
-9.91
Jan 2022 - Jun 2022
2 - 4
YTD
-9.91
-13.41
-9.91
Jan 2022 - Jun 2022
2 - 4
1Y
-2.16
-9.05
14.53
-9.91
Jan 2022 - Jun 2022
6 - 6
50% pos
3Y(*)
14.34
9.40
17.98
-21.54
Jan 2020 - Mar 2020
22 - 14
61% pos
5Y(*)
13.24
9.30
16.56
-21.54
Jan 2020 - Mar 2020
39 - 21
65% pos
10Y(*)
13.33
10.61
13.37
-21.54
Jan 2020 - Mar 2020
79 - 41
66% pos
MAX(*)
01 Jan 2012
13.42
10.77
13.20
-21.54
Jan 2020 - Mar 2020
83 - 43
66% pos
(*) Returns over 1 year are annualized

US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. Current inflation (annualized) is 1Y: 7.57% , 5Y: 3.61% , 10Y: 2.46%

Capital Growth as of Jun 30, 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 US Dividend Equity ETF (SCHD) ETF: Dividend Yield page.

An investment of 1000$, since July 2012, now would be worth 3495.98$, with a total return of 249.60% (13.33% annualized).

The Inflation Adjusted Capital now would be 2740.95$, with a net total return of 174.09% (10.61% annualized).
An investment of 1000$, since January 2012, now would be worth 3753.37$, with a total return of 275.34% (13.42% annualized).

The Inflation Adjusted Capital now would be 2926.00$, with a net total return of 192.60% (10.77% annualized).

Drawdowns

Worst drawdowns since July 2012.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-21.54% Jan 2020 Mar 2020 3 Aug 2020 5 8
-10.65% Oct 2018 Dec 2018 3 Mar 2019 3 6
-9.91% Jan 2022 Jun 2022 6 in progress 6
-9.49% Mar 2015 Sep 2015 7 Mar 2016 6 13
-8.91% Feb 2018 Apr 2018 3 Sep 2018 5 8
-7.60% May 2019 May 2019 1 Jul 2019 2 3
-4.45% Jan 2014 Jan 2014 1 Mar 2014 2 3
-3.99% Dec 2014 Jan 2015 2 Feb 2015 1 3
-3.70% Sep 2021 Sep 2021 1 Oct 2021 1 2
-3.54% Aug 2013 Aug 2013 1 Oct 2013 2 3
-2.48% Sep 2020 Sep 2020 1 Nov 2020 2 3
-2.05% Nov 2021 Nov 2021 1 Dec 2021 1 2
-1.72% Jul 2014 Jul 2014 1 Aug 2014 1 2
-1.70% Aug 2016 Oct 2016 3 Nov 2016 1 4
-1.30% Aug 2019 Aug 2019 1 Sep 2019 1 2
-0.99% Jun 2021 Jun 2021 1 Aug 2021 2 3
-0.94% Oct 2012 Oct 2012 1 Jan 2013 3 4
-0.90% Jan 2021 Jan 2021 1 Feb 2021 1 2
-0.82% Jun 2013 Jun 2013 1 Jul 2013 1 2
-0.48% Jan 2017 Jan 2017 1 Feb 2017 1 2

Worst drawdowns since January 2012.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-21.54% Jan 2020 Mar 2020 3 Aug 2020 5 8
-10.65% Oct 2018 Dec 2018 3 Mar 2019 3 6
-9.91% Jan 2022 Jun 2022 6 in progress 6
-9.49% Mar 2015 Sep 2015 7 Mar 2016 6 13
-8.91% Feb 2018 Apr 2018 3 Sep 2018 5 8
-7.60% May 2019 May 2019 1 Jul 2019 2 3
-4.45% Jan 2014 Jan 2014 1 Mar 2014 2 3
-3.99% Dec 2014 Jan 2015 2 Feb 2015 1 3
-3.91% Apr 2012 May 2012 2 Jun 2012 1 3
-3.70% Sep 2021 Sep 2021 1 Oct 2021 1 2
-3.54% Aug 2013 Aug 2013 1 Oct 2013 2 3
-2.48% Sep 2020 Sep 2020 1 Nov 2020 2 3
-2.05% Nov 2021 Nov 2021 1 Dec 2021 1 2
-1.72% Jul 2014 Jul 2014 1 Aug 2014 1 2
-1.70% Aug 2016 Oct 2016 3 Nov 2016 1 4
-1.30% Aug 2019 Aug 2019 1 Sep 2019 1 2
-0.99% Jun 2021 Jun 2021 1 Aug 2021 2 3
-0.94% Oct 2012 Oct 2012 1 Jan 2013 3 4
-0.90% Jan 2021 Jan 2021 1 Feb 2021 1 2
-0.82% Jun 2013 Jun 2013 1 Jul 2013 1 2

Rolling Returns ( more details)

Schwab US Dividend Equity ETF (SCHD) ETF: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
15.28 67.92
Apr 2020 - Mar 2021
-10.88
Apr 2019 - Mar 2020
8.70%
2 Years
14.00 36.80
Apr 2020 - Mar 2022
-1.04
Apr 2018 - Mar 2020
0.97%
3 Years
12.80 23.91
Jan 2019 - Dec 2021
3.41
Apr 2017 - Mar 2020
0.00%
5 Years
12.76 17.27
Jun 2016 - May 2021
5.85
Apr 2015 - Mar 2020
0.00%
7 Years
12.47 14.18
Feb 2015 - Jan 2022
8.23
Apr 2013 - Mar 2020
0.00%
10 Years
14.40 15.34
Jan 2012 - Dec 2021
13.33
Jul 2012 - Jun 2022
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 US Dividend Equity ETF (SCHD) ETF: Rolling Returns page.

Seasonality

Schwab US Dividend Equity ETF (SCHD) 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 %
0.19
36%
1.04
73%
1.14
73%
1.67
64%
0.69
82%
0.26
45%
2.27
90%
0.30
50%
0.48
60%
1.71
70%
3.10
90%
0.87
60%
Best
Year
6.0
2019
6.1
2021
8.9
2021
12.6
2020
3.9
2022
7.3
2019
5.3
2020
5.1
2020
3.8
2019
8.8
2015
13.2
2020
7.3
2021
Worst
Year
-4.4
2014
-9.3
2020
-11.9
2020
-4.1
2022
-7.6
2019
-8.0
2022
-1.7
2014
-5.3
2015
-3.7
2021
-5.9
2018
-2.1
2021
-8.1
2018
Statistics calculated for the period Jan 2012 - Jun 2022

Monthly/Yearly Returns

Schwab US Dividend Equity ETF (SCHD) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
83 Positive Months (66%) - 43 Negative Months (34%)
Jan 2012 - Jun 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
-9.91 -13.41 -2.7 -1.9 3.0 -4.1 3.9 -8.0
2021
+29.87 +21.27 -0.9 6.1 8.9 2.2 3.2 -1.0 0.6 2.1 -3.7 4.4 -2.1 7.3
2020
+15.08 +13.62 -1.8 -9.3 -11.9 12.6 3.7 -0.6 5.3 5.1 -2.5 0.4 13.2 3.1
2019
+27.28 +24.47 6.0 4.1 1.6 3.2 -7.6 7.3 1.7 -1.3 3.8 1.4 2.8 2.3
2018
-5.56 -7.33 4.6 -5.6 -2.4 -1.1 1.8 0.7 4.5 2.3 1.2 -5.9 3.4 -8.1
2017
+20.84 +18.32 -0.5 3.4 0.1 0.2 1.7 -0.1 1.7 0.0 2.8 3.6 4.2 1.9
2016
+16.44 +14.10 -2.3 0.7 6.4 -0.2 1.4 2.9 2.8 -0.3 0.2 -1.6 3.3 2.2
2015
-0.31 -0.95 -3.1 5.2 -2.3 0.8 0.5 -3.3 0.7 -5.3 -0.7 8.8 0.3 -1.0
2014
+11.68 +10.96 -4.4 3.9 2.0 1.8 1.3 1.4 -1.7 3.4 -0.2 2.0 3.0 -0.9
2013
+32.89 +30.91 5.5 2.1 4.8 3.0 1.4 -0.8 4.6 -3.5 2.7 5.0 2.5 1.9
2012
+11.39 +9.47 1.6 2.9 2.4 -0.1 -3.8 4.4 2.4 0.6 1.2 -0.9 0.5 0.0
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