REITs Performance Guide: Compare Returns of S&P 500 and Schwab U.S. REIT ETF (SCHH)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and SCHH | ||
|---|---|---|
| S&P 500 | SCHH | |
| Start Date | May-01-2014 | May-30-2014 |
| Start Price | $2,476.46 | $13.46 |
| End Date | May-01-2024 | May-17-2024 |
| End Price | $5,018.39 | $20.02 |
| Number Monthly Prices | 121 | 121 |
| Min Date | May-01-2014 | Sep-30-2014 |
| Min Price | $2,476.46 | $13.16 |
| Max Date | Apr-01-2024 | Dec-31-2021 |
| Max Price | $5,243.77 | $24.69 |
| Total Return | 102.64% | 48.69% |
| Annualized Return | 7.26% | 4.01% |
| Current Value of $1,000 Purchase | $2,026 | $1,487 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.31% | 13.42% |
| Minimum Return | -25.54% | -31.47% |
| Maximum Return | 111.74% | 87.60% |
| Number Profitable Returns | 6,506 | 5,652 |
| Percent Profitable Returns | 89.61% | 77.85% |
| Number Unprofitable Returns | 754 | 1,608 |
| Percent Unprofitable Returns | 10.39% | 22.15% |
| Profitable to Unprofitable Returns Ratio | 8.63 | 3.51 |
SCHH Performance Table and Chart
SCHH Dividend Chart
SCHH Dollar-cost Average
SCHH Trendline Chart
SCHH Moving Average Chart
SCHH Stock Return Map - See Patterns of Gains and Losses
SCHH Stock Returns/Purchase Dates