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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Schwab Core Bond ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Schwab Core Bond ETF (SCCR) has returned 0.25% so far this year and 5.32% over the past 12 months.
Schwab Core Bond ETF
- 1D
- 0.63%
- 1M
- -1.63%
- YTD
- 0.25%
- 6M
- 1.49%
- 1Y
- 5.32%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Feb 5, 2025, SCCR's average daily return is +0.02%, while the average monthly return is +0.48%. At this rate, your investment would double in approximately 12.1 years.
Historically, 79% of months were positive and 21% were negative. The best month was Feb 2026 with a return of +1.8%, while the worst month was Mar 2026 at -1.6%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 1 months.
On a daily basis, SCCR closed higher 53% of trading days. The best single day was Apr 24, 2025 with a return of +0.8%, while the worst single day was Apr 8, 2025 at -1.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.12% | 1.79% | -1.63% | 0.25% | |||||||||
| 2025 | 1.46% | 0.06% | 0.02% | -0.44% | 1.64% | 0.14% | 1.12% | 1.24% | 0.64% | 0.61% | -0.01% | 6.66% |
Benchmark Metrics
Schwab Core Bond ETF has an annualized alpha of 5.86%, beta of 0.03, and R² of 0.02 versus S&P 500 Index. Calculated based on daily prices since February 06, 2025.
- This ETF captured 20.05% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -13.19%) — a profile typical of hedging or uncorrelated assets.
- Beta of 0.03 may look defensive, but with R² of 0.02 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R² of 0.02 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 5.86%
- Beta
- 0.03
- R²
- 0.02
- Upside Capture
- 20.05%
- Downside Capture
- -13.19%
Expense Ratio
SCCR has an expense ratio of 0.16%, which is considered low.
Return for Risk
Risk / Return Rank
SCCR ranks 64 for risk / return — better than 64% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Schwab Core Bond ETF (SCCR) and compare them to a chosen benchmark (S&P 500 Index).
| SCCR | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 0.90 | +0.33 |
Sortino ratioReturn per unit of downside risk | 1.76 | 1.39 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.21 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.03 | 1.40 | +0.63 |
Martin ratioReturn relative to average drawdown | 5.61 | 6.61 | -0.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore SCCR risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Schwab Core Bond ETF provided a 4.69% dividend yield over the last twelve months, with an annual payout of $1.21 per share.
| Period | TTM | 2025 |
|---|---|---|
| Dividend | $1.21 | $1.01 |
Dividend yield | 4.69% | 3.91% |
Monthly Dividends
The table displays the monthly dividend distributions for Schwab Core Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.10 | $0.09 | $0.19 | |||||||||
| 2025 | $0.10 | $0.10 | $0.10 | $0.09 | $0.11 | $0.09 | $0.13 | $0.10 | $0.19 | $1.01 |
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Schwab Core Bond ETF. 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 Schwab Core Bond ETF was 2.67%, occurring on Apr 11, 2025. Recovery took 50 trading sessions.
The current Schwab Core Bond ETF drawdown is 1.63%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -2.67% | Apr 7, 2025 | 5 | Apr 11, 2025 | 50 | Jun 25, 2025 | 55 |
| -2.63% | Mar 2, 2026 | 20 | Mar 27, 2026 | — | — | — |
| -1.1% | Feb 6, 2025 | 5 | Feb 12, 2025 | 6 | Feb 21, 2025 | 11 |
| -1.01% | Mar 4, 2025 | 18 | Mar 27, 2025 | 3 | Apr 1, 2025 | 21 |
| -1% | Jul 2, 2025 | 9 | Jul 15, 2025 | 10 | Jul 29, 2025 | 19 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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