SCHZ ETF

SCHZ ETF
$22.85
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Returns Overview

1 Month
-1.30%
3 Months
-0.75%
6 Months
-0.79%
YTD
-0.53%
1 Year
+2.68%
3 Years (annualized)
+3.69%
5 Years (annualized)
-0.44%
10 Years (annualized)
+1.32%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SCHZ 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This ETF (YTD)
-0.53%
Peer Avg (YTD)
+0.12%
vs Peers
-0.65%

SCHZ ETF Performance

SCHZ performance across multiple time periods: 1-month -1.30%, YTD -0.53%, 1-year 2.68%, 3-year 3.69%, 5-year -0.44%, 10-year 1.32%.

SCHZ returns trail the peer average of 0.12% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.30%N/A
3 Months-0.75%N/A
6 Months-0.79%N/A
1 Year+2.68%N/A
3 Years+3.69%N/A
5 Years-0.44%N/A

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