Schwab Emerging Markets Equity ETF (SCHE) Total Returns
Growth of $10,000 chart
2021-03-18 to 2026-03-18 to
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%
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| Final Value | Total Return | CAGR | Dividends | Yield on Cost | |
|---|---|---|---|---|---|
| Nominal | $11,679.34 | 16.79% | 3.15% | $1,397.29 | 13.97% |
| Real * | $9,450.22 | -5.50% | -1.12% | $1,210.02 | 12.10% |
* Adjusted to Mar 2021 purchasing power (US CPI-U) Taxes: $279.45 · Transaction costs: $2.23 Reinvested dividends with 20% tax, 0.2% cost per reinvestment.
Rolling 1-Year Returns (252 Trading Days)
| Metric | Value |
|---|---|
| Average Rolling Return | +4.22% |
| Median Rolling Return | +7.25% |
| Best Rolling Return | +35.70% |
| Worst Rolling Return | -30.34% |
| % of Windows Positive | 64.7% |
Risk Metrics
| Metric | Value |
|---|---|
| Maximum Drawdown | -34.18% |
| Drawdown Duration | 1026 Trading Days |
| Sortino Ratio | 0.38 |
| Calmar Ratio | 0.14 |
| CVaR (5%) | -2.38% |
Yearly Returns
| Year | Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +0.67% (+3.23% ann.) | +$67.18 | $0.00 | $0.00 | $0.00 |
| 2025 | +25.83% | +$2583.12 | $354.43 | $70.88 | $0.57 |
| 2024 | +9.95% | +$995.32 | $326.25 | $65.25 | $0.52 |
| 2023 | +8.08% | +$807.74 | $402.35 | $80.46 | $0.64 |
| 2022 | -18.28% | $1828.32 | $230.06 | $46.01 | $0.37 |
| 2021 | -1.21% | $121.47 | $277.13 | $55.42 | $0.44 |
| 2020 | +13.97% | +$1396.73 | $235.25 | $47.05 | $0.37 |
| 2019 | +19.47% | +$1946.98 | $381.91 | $76.38 | $0.61 |
| 2018 | -14.00% | $1400.47 | $226.65 | $45.33 | $0.36 |
| 2017 | +32.05% | +$3204.82 | $299.63 | $59.93 | $0.48 |
| 2016 | +12.54% | +$1253.93 | $250.13 | $50.03 | $0.40 |
| 2015 | -16.74% | $1674.21 | $204.19 | $40.84 | $0.33 |
| 2014 | -0.62% | $61.62 | $278.05 | $55.61 | $0.44 |
| 2013 | -4.84% | $483.56 | $238.35 | $47.67 | $0.39 |
| 2012 | +17.39% | +$1738.64 | $243.55 | $48.71 | $0.39 |
| 2011 | -19.56% | $1956.48 | $195.73 | $39.15 | $0.31 |
| 2010 partial | +15.33% (+16.00% ann.) | +$1532.88 | $91.62 | $18.32 | $0.15 |
Market Regime Returns
| Regime | Period | Return | Ann. Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Policy-led rebound / euro-sovereign-crisis overlay partial | 2010-01-14 – 2012-07-25 | -7.68% | -3.11% | $768.13 | $317.35 | $63.47 | $0.51 |
| Secular stagnation / QE / low inflation / duration bull | 2012-07-26 – 2020-02-19 | +36.86% | +4.23% | +$3686.46 | $2330.35 | $466.09 | $3.73 |
| Pandemic shock / liquidity crash | 2020-02-20 – 2020-03-23 | -29.77% | -98.23% | $2977.44 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | 2020-03-24 – 2020-11-06 | +46.82% | +85.51% | +$4682.21 | $54.25 | $10.85 | $0.08 |
| Reopening reflation / fiscal boom / supply bottlenecks | 2020-11-09 – 2021-11-29 | +3.59% | +3.40% | +$358.60 | $252.00 | $50.40 | $0.41 |
| Inflation shock / duration crash / aggressive tightening | 2021-11-30 – 2022-11-09 | -22.79% | -24.01% | $2278.69 | $241.53 | $48.30 | $0.38 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | 2022-11-10 – 2024-09-17 | +22.61% | +11.63% | +$2261.37 | $690.21 | $138.03 | $1.10 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | 2024-09-18 – 2026-03-18 | +27.38% | +17.57% | +$2737.58 | $642.20 | $128.44 | $1.03 |
Dividend History
| Date | Per Share | Yield % | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|---|---|
| 2021-06-23 | $0.2020 | 0.62% | $63.34 | $12.67 | $0.10 | 1.5537 |
| 2021-12-08 | $0.6320 | 2.08% | $199.16 | $39.83 | $0.32 | 5.3057 |
| 2021-12-30 | $0.0120 | 0.04% | $3.85 | $0.77 | $0.0064 | 0.1033 |
| 2022-06-22 | $0.0750 | 0.29% | $24.04 | $4.81 | $0.04 | 0.7662 |
| 2022-12-07 | $0.6050 | 2.45% | $194.39 | $38.88 | $0.31 | 6.4721 |
| 2023-06-21 | $0.1270 | 0.51% | $41.63 | $8.32 | $0.06 | 1.3418 |
| 2023-12-06 | $0.8220 | 3.36% | $270.54 | $54.10 | $0.43 | 9.1292 |
| 2024-06-26 | $0.0340 | 0.13% | $11.50 | $2.30 | $0.02 | 0.3465 |
| 2024-12-13 | $0.7740 | 2.75% | $262.07 | $52.42 | $0.42 | 7.6226 |
| 2025-06-25 | $0.0350 | 0.12% | $12.12 | $2.42 | $0.02 | 0.3231 |
| 2025-12-11 | $0.9080 | 2.70% | $314.66 | $62.93 | $0.50 | 7.6992 |
| Total | 11 payments | $1397.29 | $279.45 | $2.23 | 40.6635 |
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