Data Source: from February 2011 to July 2022
Consolidated Returns as of 31 Jul 2022
Category: Stocks
ETF: Schwab US REIT ETF (SCHH)

In the last 10 Years, the Schwab US REIT ETF (SCHH) ETF obtained a 6.63% compound annual return, with a 16.41% standard deviation.

In 2021, the ETF granted a 2.10% dividend yield. If you are interested in getting periodic income, please refer to the Schwab US REIT ETF (SCHH) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Real Estate
  • Size: Multi Cap
  • Style: Blend
  • Region: North America
  • Country: U.S.
  • Sector: Real Estate
  • Industry: Broad Real Estate

Historical Returns as of Jul 31, 2022

Historical returns and stats of Schwab US REIT ETF (SCHH) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

SCHWAB US REIT ETF (SCHH) ETF
Consolidated returns as of 31 Jul 2022
Data Source: from February 2011 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
8.39
8.41
0.00
1 - 0
3M
-4.02
-6.34
-11.45
May 2022 - Jun 2022
1 - 2
6M
-4.95
-9.80
-14.69
Apr 2022 - Jun 2022
2 - 4
YTD
-12.51
-17.67
-19.28
Jan 2022 - Jun 2022
2 - 5
1Y
-2.37
-10.04
21.61
-19.28
Jan 2022 - Jun 2022
5 - 7
42% pos
3Y(*)
2.94
-1.88
21.32
-30.21
Nov 2019 - Mar 2020
21 - 15
58% pos
5Y(*)
4.67
0.75
18.68
-30.21
Nov 2019 - Mar 2020
36 - 24
60% pos
10Y(*)
6.63
3.92
16.41
-30.21
Nov 2019 - Mar 2020
70 - 50
58% pos
MAX(*)
01 Feb 2011
7.69
4.95
16.90
-30.21
Nov 2019 - Mar 2020
81 - 57
59% 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 US REIT ETF (SCHH) ETF vs the main Asset Classes, over different timeframes.

Columns are sortable (click on table header to sort).

SCHWAB US REIT ETF (SCHH) ETF
Monthly correlations as of 31 Jul 2022
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Correlation vs SCHH
 
Asset Class 1 Year 5 Years 10 Years Since
Feb 2011
US Total Stock Market
VTI
0.88
0.79
0.68
0.71
US Large Cap
SPY
0.89
0.79
0.67
0.70
US Small Cap
IJR
0.78
0.76
0.62
0.66
US REITs
VNQ
1.00
0.99
0.99
0.99
US Technology
QQQ
0.82
0.65
0.54
0.58
Preferred Stocks
PFF
0.75
0.79
0.72
0.73
EAFE Stocks
EFA
0.80
0.72
0.59
0.63
World All Countries
VT
0.86
0.78
0.66
0.69
Emerging Markets
EEM
0.49
0.52
0.44
0.51
Europe
VGK
0.81
0.73
0.57
0.62
Pacific
VPL
0.69
0.63
0.56
0.58
Latin America
FLLA
0.37
0.52
0.43
0.48
US Total Bond Market
BND
0.39
0.34
0.42
0.37
Long Term Treasuries
TLT
0.34
0.00
0.22
0.06
US Cash
BIL
-0.04
-0.19
-0.15
-0.16
TIPS
TIP
0.60
0.52
0.51
0.47
Investment Grade Bonds
LQD
0.51
0.54
0.58
0.56
High Yield Bonds
HYG
0.63
0.73
0.63
0.68
International Bond Market
BNDX
0.42
0.40
0.47
0.44
Emerging Market Bonds
EMB
0.74
0.66
0.62
0.63
Gold
GLD
0.35
0.11
0.09
0.15
Commodities
DBC
0.12
0.45
0.22
0.29

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 US REIT ETF (SCHH) ETF: Dividend Yield page.

An investment of 1000$, since August 2012, now would be worth 1900.02$, with a total return of 90.00% (6.63% annualized).

The Inflation Adjusted Capital now would be 1469.25$, with a net total return of 46.92% (3.92% annualized).
An investment of 1000$, since February 2011, now would be worth 2343.87$, with a total return of 134.39% (7.69% annualized).

The Inflation Adjusted Capital now would be 1742.21$, with a net total return of 74.22% (4.95% annualized).

Drawdowns

Worst drawdowns since August 2012.

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Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-30.21% Nov 2019 Mar 2020 5 Jun 2021 15 20
-19.28% Jan 2022 Jun 2022 6 in progress 1 7
-14.79% Aug 2016 Feb 2018 19 Aug 2018 6 25
-13.45% May 2013 Aug 2013 4 Apr 2014 8 12
-11.93% Feb 2015 Aug 2015 7 Mar 2016 7 14
-9.16% Sep 2018 Dec 2018 4 Jan 2019 1 5
-5.95% Sep 2021 Sep 2021 1 Oct 2021 1 2
-5.84% Sep 2014 Sep 2014 1 Oct 2014 1 2
-3.76% Aug 2012 Nov 2012 4 Jan 2013 2 6
-2.85% Apr 2016 Apr 2016 1 Jun 2016 2 3
-1.00% Nov 2021 Nov 2021 1 Dec 2021 1 2
-0.63% Apr 2019 May 2019 2 Jun 2019 1 3

Worst drawdowns since February 2011.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-30.21% Nov 2019 Mar 2020 5 Jun 2021 15 20
-19.28% Jan 2022 Jun 2022 6 in progress 1 7
-17.38% Jun 2011 Sep 2011 4 Jan 2012 4 8
-14.79% Aug 2016 Feb 2018 19 Aug 2018 6 25
-13.45% May 2013 Aug 2013 4 Apr 2014 8 12
-11.93% Feb 2015 Aug 2015 7 Mar 2016 7 14
-9.16% Sep 2018 Dec 2018 4 Jan 2019 1 5
-5.95% Sep 2021 Sep 2021 1 Oct 2021 1 2
-5.84% Sep 2014 Sep 2014 1 Oct 2014 1 2
-4.63% May 2012 May 2012 1 Jun 2012 1 2
-3.76% Aug 2012 Nov 2012 4 Jan 2013 2 6
-2.85% Apr 2016 Apr 2016 1 Jun 2016 2 3
-1.50% Mar 2011 Mar 2011 1 Apr 2011 1 2
-1.08% Feb 2012 Feb 2012 1 Mar 2012 1 2
-1.00% Nov 2021 Nov 2021 1 Dec 2021 1 2
-0.63% Apr 2019 May 2019 2 Jun 2019 1 3

Rolling Returns ( more details)

Schwab US REIT ETF (SCHH) ETF: annualized rolling and average returns

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Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
9.21 46.03
Nov 2020 - Oct 2021
-25.93
Nov 2019 - Oct 2020
19.69%
2 Years
7.54 26.11
Apr 2020 - Mar 2022
-5.39
Nov 2018 - Oct 2020
13.04%
3 Years
7.32 17.04
Dec 2011 - Nov 2014
-4.32
Apr 2017 - Mar 2020
9.71%
5 Years
7.03 15.44
Oct 2011 - Sep 2016
-1.50
Apr 2015 - Mar 2020
1.27%
7 Years
7.00 11.35
Oct 2011 - Sep 2018
2.75
Apr 2013 - Mar 2020
0.00%
10 Years
7.86 9.77
Jan 2012 - Dec 2021
5.99
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 REIT ETF (SCHH) ETF: Rolling Returns page.

Seasonality

Schwab US REIT ETF (SCHH) 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 %
1.36
55%
-0.56
50%
1.08
75%
1.99
58%
-0.48
42%
0.68
67%
2.86
100%
-1.14
45%
-2.05
36%
2.74
55%
0.45
36%
1.86
82%
Best
Year
11.3
2019
5.3
2014
10.4
2016
8.0
2021
3.9
2018
6.4
2016
8.4
2022
3.0
2018
3.5
2013
14.7
2011
9.3
2020
9.5
2021
Worst
Year
-8.0
2022
-8.1
2020
-22.5
2020
-5.7
2015
-5.9
2013
-7.2
2022
0.1
2014
-7.1
2013
-11.0
2011
-5.6
2016
-5.4
2013
-8.5
2018
Statistics calculated for the period Feb 2011 - Jul 2022

Monthly/Yearly Returns

Schwab US REIT ETF (SCHH) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
81 Positive Months (59%) - 57 Negative Months (41%)
Feb 2011 - 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
-12.51 -17.67 -8.0 -4.0 7.0 -3.7 -4.6 -7.2 8.4
2021
+41.06 +31.79 -0.2 2.8 5.5 8.0 0.9 2.7 4.3 2.2 -5.9 7.1 -1.0 9.5
2020
-14.79 -15.94 0.4 -8.1 -22.5 7.7 -0.4 0.9 3.8 0.2 -2.8 -3.1 9.3 2.7
2019
+22.89 +20.15 11.3 1.1 2.8 -0.2 -0.4 1.4 1.6 2.3 2.8 1.1 -1.5 -0.9
2018
-4.22 -6.02 -4.0 -7.2 3.8 1.5 3.9 4.3 0.5 3.0 -2.8 -2.6 4.8 -8.5
2017
+3.68 +1.54 -0.9 3.4 -2.8 -0.2 -0.6 2.5 0.8 -0.8 0.3 -1.1 3.1 0.1
2016
+6.46 +4.30 -4.0 -1.0 10.4 -2.9 2.0 6.4 4.3 -3.4 -2.0 -5.6 -1.4 4.6
2015
+4.38 +3.62 6.6 -3.3 1.4 -5.7 -0.1 -4.4 6.0 -5.9 3.3 5.9 -0.6 2.2
2014
+31.87 +30.88 3.8 5.3 0.8 3.7 2.5 0.9 0.1 2.8 -5.8 10.6 2.2 1.8
2013
+1.25 -0.25 3.4 0.9 2.6 6.8 -5.9 -1.7 0.7 -7.1 3.5 4.1 -5.4 0.4
2012
+16.74 +14.74 6.4 -1.1 5.2 2.9 -4.6 5.5 2.1 -0.3 -2.2 -0.8 -0.6 3.7
2011
- - 4.5 -1.5 5.9 1.5 -3.4 1.7 -5.6 -11.0 14.7 -4.0 4.7
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