SCHH ETF ( REAL ESTATE )

The chart shows the growth of an initial investment of $10,000 in SCHH ETF ( REAL ESTATE ), comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

As of Jun 6, 2026, the SCHH ETF ( REAL ESTATE ) returned 13.97% Year-To-Date and 4.33% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Jan 14, 2011, SCHH ETF ( REAL ESTATE )'s average daily return is +0.04%, while the average monthly return is +0.69%. At this rate, an investment would double in approximately 8.4 years.

Historically, 59% of months were positive and 41% were negative. The best month was Oct 2011 with a return of +14.7%, while the worst month was Mar 2020 at -22.4%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SCHH ETF ( REAL ESTATE ) closed higher 53% of trading days. The best single day was Aug 9, 2011 with a return of +9.3%, while the worst single day was Mar 16, 2020 at -18.2%.

SCHH ETF ( REAL ESTATE ) has an annualized alpha of -1.97%, beta of 0.84, and R2 of 0.51 versus S&P 500 Index. Calculated based on daily prices since January 14, 2011.

• This portfolio participated in 93.52% of S&P 500 Index downside but only 74.15% of its upside - more exposed to losses than it benefited from rallies.

SCHH ETF ( REAL ESTATE ) has an expense ratio of 0.07%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

SCHH ETF ( REAL ESTATE ) ranks 15 for risk / return — in the bottom 15% of Portfolios on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below presents risk-adjusted performance metrics for SCHH ETF ( REAL ESTATE ) and compares them with S&P 500 Index.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

SCHH ETF ( REAL ESTATE ) Sharpe ratios as of Jun 6, 2026 (values are recalculated daily):

• 1-Year: 1.13
• 5-Year: 0.19
• 10-Year: 0.21
• All Time: 0.35

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 1.65 to 2.53, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

The chart below shows the rolling Sharpe ratio of SCHH ETF ( REAL ESTATE ) compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

SCHH ETF ( REAL ESTATE ) provided a 2.75% dividend yield over the last twelve months.

The table below shows the monthly dividends paid by this portfolio.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the SCHH ETF ( REAL ESTATE ). A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the SCHH ETF ( REAL ESTATE ) was 44.22%, occurring on Mar 23, 2020. Recovery took 307 trading sessions.

The current SCHH ETF ( REAL ESTATE ) drawdown is 0.67%.

The chart below shows the rolling one-month volatility.