SCHM ETF

SCHM ETF
$36.03
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Returns Overview

1 Month
-5.86%
3 Months
+2.42%
6 Months
+10.27%
YTD
+16.03%
1 Year
+23.10%
3 Years (annualized)
+13.70%
5 Years (annualized)
+7.54%
10 Years (annualized)
+10.74%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SCHM have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
+16.03%
Peer Avg (YTD)
+9.54%
vs Peers
+6.49%

SCHM ETF Performance

SCHM performance across multiple time periods: 1-month -5.86%, YTD 16.03%, 1-year 23.10%, 3-year 13.70%, 5-year 7.54%, 10-year 10.74%.

SCHM returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this ETF.

SCHM vs another fund shows side-by-side returns. SCHM alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-5.86%N/A
3 Months+2.42%N/A
6 Months+10.27%N/A
1 Year+23.10%N/A
3 Years+13.70%N/A
5 Years+7.54%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized