Schwab Emerging Markets Equity ETF (SCHE) Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
$
%
%
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Investment Performance

Final Value
$12,467
Total Return
24.67%
CAGR
4.51%
Dividends
$1,342.16
Yield on Cost
13.42%

Rolling Returns

1-Month (21 Trading Days)
Average+0.46%
Median+0.60%
Best+15.09%
Worst-15.51%
% of Windows Positive56.0%
1-Year (252 Trading Days)
Average+6.55%
Median+9.76%
Best+45.17%
Worst-30.34%
% of Windows Positive70.0%
3-Year (756 Trading Days)
Average+23.68%
Median+22.95%
Best+71.70%
Worst-15.28%
% of Windows Positive69.4%

Risk Metrics

Maximum Drawdown -34.00%
Average Drawdown -13.75%
Drawdown Duration 1023 Trading Days
Sortino Ratio 0.49
Calmar Ratio 0.13
CVaR (5%) -2.40%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +11.88% (+30.50% ann.) +$1187.79 $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 Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Policy-led rebound / euro-sovereign-crisis overlay partial January 14, 2010 – July 25, 2012 -7.68% -3.11% $768.13 $317.35 $63.47 $0.51
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +36.86% +4.23% +$3686.46 $2330.35 $466.09 $3.73
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -29.77% -98.23% $2977.44 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +46.82% +85.51% +$4682.21 $54.25 $10.85 $0.08
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +3.59% +3.40% +$358.60 $252.00 $50.40 $0.41
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -22.79% -24.01% $2278.69 $241.53 $48.30 $0.38
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +22.61% +11.63% +$2261.37 $690.21 $138.03 $1.10
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +41.55% +22.60% +$4155.45 $642.20 $128.44 $1.03

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2010-12-20 $0.2180 0.77%
2010-12-29 $0.0140 0.05%
2011-12-19 $0.5680 2.47%
2012-12-24 $0.5570 2.12%
2013-12-23 $0.6290 2.58%
2014-12-22 $0.6840 2.83%
2015-12-21 $0.4880 2.45%
2016-12-19 $0.4880 2.24%
2017-12-18 $0.6460 2.34%
2018-12-12 $0.6210 2.57%
2018-12-28 $0.0120 0.05%
2019-06-26 $0.1610 0.62%
2019-12-12 $0.7340 2.72%
2020-06-24 $0.1080 0.43%
2020-12-10 $0.5340 1.76%
2021-06-23 $0.2020 0.62%
2021-12-08 $0.6320 2.08%
2021-12-30 $0.0120 0.04%
2022-06-22 $0.0750 0.29%
2022-12-07 $0.6050 2.45%
2023-06-21 $0.1270 0.51%
2023-12-06 $0.8220 3.36%
2024-06-26 $0.0340 0.13%
2024-12-13 $0.7740 2.75%
2025-06-25 $0.0350 0.12%
2025-12-11 $0.9080 2.70%
Total 26 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-06-23 $60.84 $12.17 $0.10 1.4924
2021-12-08 $191.30 $38.26 $0.30 5.0964
2021-12-30 $3.69 $0.74 $0.0062 0.0993
2022-06-22 $23.09 $4.62 $0.04 0.7360
2022-12-07 $186.72 $37.34 $0.30 6.2167
2023-06-21 $39.98 $7.99 $0.06 1.2888
2023-12-06 $259.86 $51.97 $0.41 8.7690
2024-06-26 $11.04 $2.21 $0.02 0.3328
2024-12-13 $251.73 $50.35 $0.40 7.3218
2025-06-25 $11.64 $2.33 $0.02 0.3104
2025-12-11 $302.24 $60.45 $0.48 7.3954
Total $1342.16 $268.42 $2.14 39.0590

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

EXCS.L

CAGR 7.49% Total 44.51% Final £14,451
2021-04-27 — 2026-06-02
SPYA.DE

CAGR 5.91% Total 137.40% Final €23,740
2011-05-16 — 2026-06-02
CEBL.DE

CAGR 8.61% Total 252.59% Final €35,259
2011-02-28 — 2026-06-02