Schwab U.S. Large-Cap Value ETF (SCHV) Performance
SCHV total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +17.6% since Dec 31, 2025
- 1 year
- +19.9% total return
- 5 years
- +10.1% a year
- 10 years
- +11.5% a year
- Since first price
- +11.6% a year since 2009
SCHV trailing returns vs SPY, QQQ, AGG
| Period | SCHV total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.5% | +1.5% | −1.0% | −5.0% | +0.9% |
| 3 months | +0.8% | +0.4% | +3.2% | +1.9% | −0.4% |
| 6 months | +7.9% | +6.9% | +7.8% | +8.4% | −1.5% |
| YTD | +17.6% | +16.0% | +12.3% | +15.1% | −1.0% |
| 1 year | +19.9% | +17.6% | +14.4% | +15.9% | −1.1% |
| 3 years | +76.8%+20.9%/yr | +65.6% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +62.0%+10.1%/yr | +44.7% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +196.8%+11.5%/yr | +129.3% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +455.6%+12.1%/yr | +271.2% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| Since inceptionDec 11, 2009 | +536.7%+11.6%/yr | +306.6% | — | — | — |
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: SCHV vs SPY
From Dec 11, 2009: SCHV grew to $63,674, SPY to $92,372.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SCHV returns by calendar year
13 of 16 full years positive. Best 2013 (+31.0%), worst 2022 (−7.6%). 2026 is year to date.
SCHV annual returns table
| Year | SCHV | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +17.6% | −6.8% | +12.3% | +15.1% | −1.0% |
| 2025 | +16.0% | −14.2% | +17.7% | +20.8% | +7.2% |
| 2024 | +14.1% | −7.7% | +24.9% | +25.6% | +1.3% |
| 2023 | +8.9% | −11.3% | +26.2% | +54.9% | +5.7% |
| 2022 | −7.6% | −19.8% | −18.2% | −32.6% | −13.0% |
| 2021 | +25.6% | −5.1% | +28.7% | +27.4% | −1.8% |
| 2020 | +2.6% | −37.1% | +18.3% | +48.6% | +7.5% |
| 2019 | +25.9% | −6.6% | +31.2% | +39.0% | +8.5% |
| 2018 | −7.3% | −17.7% | −4.6% | −0.1% | +0.1% |
| 2017 | +16.6% | −3.1% | +21.7% | +32.7% | +3.6% |
| 2016 | +18.3% | −8.1% | +12.0% | +7.1% | +2.4% |
| 2015 | −1.1% | −13.0% | +1.2% | +9.4% | +0.5% |
| 2014 | +10.9% | −7.3% | +13.5% | +19.2% | +6.0% |
| 2013 | +31.0% | −5.7% | +32.3% | +36.6% | −2.0% |
| 2012 | +15.1% | −9.1% | +16.0% | +18.1% | +3.8% |
| 2011 | +3.6% | −18.4% | +1.9% | +3.4% | +7.7% |
| 2010 | +14.9% | −14.5% | +15.1% | +19.9% | +6.4% |
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.
SCHV largest drawdowns
Now 2.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 17, 2020 | −37.1% | Mar 23, 2020 | Dec 4, 2020 | 2 months | 11 months |
| Jan 4, 2022 | −19.8% | Sep 30, 2022 | Jan 29, 2024 | 9 months | 2.1 years |
| Apr 29, 2011 | −18.4% | Oct 3, 2011 | Feb 16, 2012 | 5 months | 10 months |
| Sep 21, 2018 | −17.7% | Dec 24, 2018 | Apr 23, 2019 | 3 months | 7 months |
| Nov 29, 2024 | −15.3% | Apr 8, 2025 | Jun 30, 2025 | 4 months | 7 months |
| Apr 23, 2010 | −14.5% | Jul 6, 2010 | Nov 4, 2010 | 2 months | 6 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
SCHV risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2009 |
|---|---|---|---|---|
| Annualized return | +18.3% | +10.6% | +11.0% | +11.5% |
| Volatility (annualized) | 12.2% | 14.9% | 15.2% | 14.1% |
| Sharpe ratio | 1.09 | 0.52 | 0.61 | 0.75 |
| Sortino ratio | 1.83 | 0.80 | 0.92 | 1.17 |
| Best month | +7.5% | +11.0% | +13.2% | +13.2% |
| Worst month | −6.7% | −8.7% | −15.7% | −15.7% |
| Best 12 months | +30.6% | +30.6% | +52.0% | +52.0% |
| Worst 12 months | +7.4% | −11.3% | −16.3% | −16.3% |
| Positive months | 69% | 60% | 63% | 63% |
| Beta vs S&P 500 | 0.76 | 0.83 | 0.91 | — |
| Correlation with S&P 500 | 0.77 | 0.87 | 0.91 | — |
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.
SCHV rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 191 | −16.3% | +12.2% | +52.0% | 86% |
| 3-year (a year) | 167 | −0.9% | +10.8% | +21.8% | 99% |
| 5-year (a year) | 143 | +3.7% | +10.6% | +15.7% | 100% |
| 10-year (a year) | 83 | +7.8% | +10.6% | +13.5% | 100% |
Every holding period starting at a month-end since 2009. Returns for 3 years and longer are annualized.
SCHV performance overview
Schwab U.S. Large-Cap Value ETF (SCHV) returned +19.9% over the past year and +11.5% a year over ten years, with distributions reinvested. Since its first recorded price in 2009 it has returned +11.6% a year, turning $10,000 into about $63,674. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −37.1%, from Jan 17, 2020 to Mar 23, 2020, and it took 8 months to get back to the old high. SCHV finished 13 of its 16 full calendar years with a gain; the best year was 2013 (+31.0%) and the worst 2022 (−7.6%). Volatility has been 14.1% a year.
Related: SCHV chart, SCHV holdings, SCHV dividends, SCHV valuation. See the SCHV overview for the latest quote and fund facts.
SCHV performance FAQ
What is the SCHV return over the past year?
SCHV returned +19.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 17.6%.
What is the average annual return of SCHV?
SCHV has returned +10.1% a year over 5 years, +11.5% a year over 10 years, +11.6% a year since December 11, 2009 (total return, distributions reinvested).
How much would $10,000 invested in SCHV be worth?
$10,000 invested in SCHV at its first recorded close on December 11, 2009 would be worth about $63,674 on October 23, 2026 with distributions reinvested.
What was the worst year for SCHV?
The worst calendar year was 2022, with a total return of −7.6%. The best was 2013 at +31.0%.
What is the biggest drawdown of SCHV?
The largest peak-to-trough decline was −37.1% between January 17, 2020 and March 23, 2020. It recovered to the old high on December 4, 2020, 8 months after the bottom.
How volatile is SCHV?
Over the past 3 years SCHV had an annualized volatility of 12.2% and a Sharpe ratio of 1.09 (excess return over 1–3 month T-bills per unit of risk).