Schwab Core Bond ETF (SCCR) Performance
SCCR total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −1.4% since Dec 31, 2025
- 1 year
- −1.3% total return
- Since first price
- +5.0% since 2025
SCCR trailing returns vs AGG, TLT, SPY
| Period | SCCR total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.7% | +0.3% | +0.9% | +1.5% | −1.0% |
| 3 months | −0.8% | −2.0% | −0.4% | −1.0% | +3.2% |
| 6 months | −1.9% | −4.1% | −1.5% | −3.8% | +7.8% |
| YTD | −1.4% | −4.7% | −1.0% | −3.4% | +12.3% |
| 1 year | −1.3% | −5.7% | −1.1% | −6.9% | +14.4% |
| Since inceptionFeb 5, 2025 | +5.0% | −2.3% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: SCCR vs AGG
From Feb 5, 2025: SCCR grew to $10,504, AGG to $10,476.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SCCR returns by calendar year
2026 is year to date.
SCCR annual returns table
| Year | SCCR | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −1.4% | −4.9% | −1.0% | −3.4% | +12.3% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
SCCR risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +1.1% |
| Volatility (annualized) | 3.9% |
| Sharpe ratio | -0.68 |
| Sortino ratio | -0.78 |
| Best month | +1.8% |
| Worst month | −2.8% |
| Best 12 months | +7.0% |
| Worst 12 months | −2.0% |
| Positive months | 74% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
SCCR rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 9 | −2.0% | +4.5% | +7.0% | 78% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
SCCR performance overview
Schwab Core Bond ETF (SCCR) returned −1.3% over the past year, with distributions reinvested. Since its first recorded price on Feb 5, 2025 it has returned +5.0%. Over the same year U.S. bonds (AGG) returned −1.1%.
Related: SCCR chart, SCCR dividends, SCCR bond profile. See the SCCR overview for the latest quote and fund facts.
SCCR performance FAQ
What is the SCCR return over the past year?
SCCR returned −1.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 5.7%.
How much would $10,000 invested in SCCR be worth?
$10,000 invested in SCCR at its first recorded close on February 5, 2025 would be worth about $10,504 on October 23, 2026 with distributions reinvested.
How volatile is SCCR?
Over the past history SCCR had an annualized volatility of 3.9% and a Sharpe ratio of -0.68 (excess return over 1–3 month T-bills per unit of risk).