SCHZ ETF

SCHZ ETF
$22.16
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Returns Overview

1 Month
-2.94%
3 Months
-4.21%
6 Months
-3.59%
YTD
-3.46%
1 Year
-2.58%
3 Years (annualized)
+3.92%
5 Years (annualized)
-0.40%
10 Years (annualized)
+1.33%

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
PROUpgrade to run
🏦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)
-3.46%
Peer Avg (YTD)
+0.50%
vs Peers
-3.96%

SCHZ ETF Performance

SCHZ performance across multiple time periods: 1-month -2.94%, YTD -3.46%, 1-year -2.58%, 3-year 3.92%, 5-year -0.40%, 10-year 1.33%.

SCHZ returns trail the peer average of 0.50% 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.

Compare SCHZ

SCHZ vs SPYSCHZ vs QQQSCHZ vs VOOSCHZ vs VTISCHZ vs IVVSCHZ vs SCHDSCHZ vs VYMSCHZ vs VXUS

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-2.94%N/A
3 Months-4.21%N/A
6 Months-3.59%N/A
1 Year-2.58%N/A
3 Years+3.92%N/A
5 Years-0.40%N/A

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