SCHD observed max drawdown: 21.5%
Schwab US Dividend Equity ETF. From its 2019-12-31 peak, SCHD fell 21.5% to the 2020-03-31 trough and needed 8 months to make a new high (2020-08-31). Computed from 180 months of observed fund history. Fund inception boundary (first available fund observation): 2011-10-20; the monthly analysis runs from 2011-10-31 through 2026-09-30.
What is SCHD's observed maximum drawdown?
SCHD's observed maximum drawdown was 21.5%, from a peak in 2019-12-31 to a trough in 2020-03-31, based on monthly closes from fund prices first observed on 2011-10-20. The sample contains 180 monthly observations through 2026-09-30. Monthly closes can miss deeper daily losses.
| Measure | Value |
|---|---|
| Maximum drawdown | -21.5% |
| Peak | 2019-12-31 |
| Trough | 2020-03-31 |
| Recovered | 2020-08-31 |
| Monthly observations | 180 |
Last verified
What is SCHD's observed maximum drawdown?
SCHD's observed maximum drawdown was 21.5%, from a peak in 2019-12-31 to a trough in 2020-03-31, based on monthly closes from fund prices first observed on 2011-10-20.
How long did SCHD take to recover from its worst drawdown?
SCHD took 8 months from the 2019-12-31 peak to make a new high in 2020-08-31, based only on observed fund prices.
What was SCHD's worst 12-month return?
SCHD's worst observed rolling 12-month return was -10.9%, in the 12 months ending 2020-03-31.
SCHD observed fund drawdown statistics
2019-12-31 peak to 2020-03-31 trough.
New high reached 2020-08-31.
Share of all months spent below a prior high.
Rolling year ending 2020-03-31.
The biggest SCHD drawdowns in observed fund history
| Depth | Peak | Trough | Recovered | Peak to trough | Total underwater |
|---|---|---|---|---|---|
| -21.5% | 2019-12-31 | 2020-03-31 | 2020-08-31 | 3 mo | 8 months |
| -15.7% | 2021-12-31 | 2022-09-30 | 2022-11-30 | 9 mo | 11 months |
| -10.9% | 2024-11-30 | 2025-04-30 | 2026-01-31 | 5 mo | 14 months |
| -10.7% | 2018-09-30 | 2018-12-31 | 2019-03-31 | 3 mo | 6 months |
| -10.6% | 2022-11-30 | 2023-10-31 | 2023-12-31 | 11 mo | 13 months |
Methodology: observed SCHD fund prices only, first available from 2011-10-20. Monthly closing-price statistics cover 2011-10-31 through 2026-09-30; no proxy or pre-inception simulation is included in this table. Educational information, not investment advice.
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