SCHZ Total Return Calculator
$10,000 since Jul 2011, with and without reinvesting · data through Oct 2026
$10,000 invested in SCHZ ten years ago, at the end of Oct 2016, was worth $11,681 at the end of Oct 2026 with every distribution reinvested: 1.6% a year, against $41,633 in the S&P 500. Since Jul 2011, $10,000 became $13,700 reinvested (2.1% a year), or $13,209 taking the distributions as cash, $4,251 of it paid out along the way.
SCHZ became
$13,700
S&P 500: $76,281
Return a year
2.1%
S&P 500: 14.3%
Payouts reinvested
$5,258
bought more shares
Worst drop
-17.3%
S&P 500: -23.9%
$10,000, Jul 2011 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | SCHZ total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −0.5% | $434 | +11.7% |
| 2025 | +7.3% | $554 | +17.7% |
| 2024 | +1.3% | $498 | +24.9% |
| 2023 | +5.5% | $411 | +26.2% |
| 2022 | −13.1% | $313 | −18.2% |
| 2021 | −1.7% | $296 | +28.7% |
| 2020 | +7.5% | $339 | +18.3% |
| 2019 | +8.6% | $358 | +31.2% |
| 2018 | +0.0% | $334 | −4.6% |
| 2017 | +5.4% | $498 | +21.7% |
| 2016 | +2.2% | $254 | +12.0% |
| 2015 | +0.4% | $237 | +1.2% |
| 2014 | +6.3% | $228 | +13.5% |
| 2013 | −2.0% | $207 | +32.3% |
| 2012 | +3.3% | $217 | +16.0% |
| 2011 (part) | +3.6% | $82 | −1.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: SCHZ total return
Data as of · Source: SmarterDividends data
- $10,000 invested in SCHZ at the end of Jul 2011, with distributions reinvested, was worth $13,700 at the end of Oct 2026: 2.1% a year, against $76,281 (14.3% a year) in the S&P 500.
- Over the 10 years to Oct 2026, SCHZ turned $10,000 into $11,681 with distributions reinvested, 1.6% a year.
- Over the 5 years to Oct 2026, SCHZ returned -0.2% a year with distributions reinvested (S&P 500: 12.0%).
- Taking SCHZ's distributions as cash instead of reinvesting them, the same $10,000 ended at $13,209, including $4,251 of cash received; reinvesting added $490.
- SCHZ's best calendar year in that time was 2019 (8.6%) and its worst 2022 (-13.1%), with distributions reinvested.
Cite this page
SmarterDividends, "SCHZ Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/SCHZ/total-return
SCHZ total return questions
If I invested $10,000 in SCHZ 10 years ago, how much would I have?
About $11,681 at the end of Oct 2026, with every distribution reinvested: 1.6% a year. Taking them as cash, you'd have shares worth $8,489 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is SCHZ's total return since Jul 2011?
37% in total, or 2.1% a year, through Oct 2026 with distributions reinvested. The share price alone fell 10%.
How much of SCHZ's return came from distributions?
About 100% of its yearly return since Jul 2011. Reinvesting them, rather than taking cash, left you $490 better off on a $10,000 start.
What was SCHZ's worst year?
2022, at -13.1% with distributions reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -17.3%.
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.