SCHX Total Return Calculator
$10,000 since Nov 2009, with and without reinvesting · data through Oct 2026
$10,000 invested in SCHX ten years ago, at the end of Oct 2016, was worth $41,349 at the end of Oct 2026 with every distribution reinvested: 15.3% a year, against $41,633 in the S&P 500. Since Nov 2009, $10,000 became $92,617 reinvested (14.1% a year), or $77,541 taking the distributions as cash, $8,402 of it paid out along the way.
SCHX became
$92,617
S&P 500: $92,852
Return a year
14.1%
S&P 500: 14.1%
Payouts reinvested
$10,113
bought more shares
Worst drop
-24.7%
S&P 500: -23.9%
$10,000, Nov 2009 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | SCHX total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +11.4% | $744 | +11.7% |
| 2025 | +17.5% | $953 | +17.7% |
| 2024 | +24.9% | $894 | +24.9% |
| 2023 | +26.8% | $806 | +26.2% |
| 2022 | −19.4% | $773 | −18.2% |
| 2021 | +26.8% | $677 | +28.7% |
| 2020 | +21.0% | $825 | +18.3% |
| 2019 | +31.2% | $685 | +31.2% |
| 2018 | −4.5% | $615 | −4.6% |
| 2017 | +21.7% | $472 | +21.7% |
| 2016 | +12.1% | $487 | +12.0% |
| 2015 | +1.0% | $469 | +1.2% |
| 2014 | +13.3% | $422 | +13.5% |
| 2013 | +32.6% | $374 | +32.3% |
| 2012 | +16.4% | $375 | +16.0% |
| 2011 | +1.6% | $310 | +1.9% |
| 2010 | +15.9% | $232 | +15.1% |
| 2009 (part) | +1.9% | $1 | +1.9% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: SCHX total return
Data as of · Source: SmarterDividends data
- $10,000 invested in SCHX at the end of Nov 2009, with distributions reinvested, was worth $92,617 at the end of Oct 2026: 14.1% a year, against $92,852 (14.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, SCHX turned $10,000 into $41,349 with distributions reinvested, 15.3% a year.
- Over the 5 years to Oct 2026, SCHX returned 11.4% a year with distributions reinvested (S&P 500: 12.0%).
- Taking SCHX's distributions as cash instead of reinvesting them, the same $10,000 ended at $77,541, including $8,402 of cash received; reinvesting added $15,075.
- SCHX's best calendar year in that time was 2013 (32.6%) and its worst 2022 (-19.4%), with distributions reinvested.
Cite this page
SmarterDividends, "SCHX Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/SCHX/total-return
SCHX total return questions
If I invested $10,000 in SCHX 10 years ago, how much would I have?
About $41,349 at the end of Oct 2026, with every distribution reinvested: 15.3% a year. Taking them as cash, you'd have shares worth $35,225 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is SCHX's total return since Nov 2009?
826% in total, or 14.1% a year, through Oct 2026 with distributions reinvested. The share price alone rose 591%.
How much of SCHX's return came from distributions?
About 14% of its yearly return since Nov 2009. Reinvesting them, rather than taking cash, left you $15,075 better off on a $10,000 start.
What was SCHX's worst year?
2022, at -19.4% with distributions reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -24.7%.
How is total return calculated here?
From month-end prices: the adjusted price counts every distribution reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.