| SCHP | |
|---|---|
| Total return | +22.5% |
| Annualised (CAGR) | +2.0% |
| Volatility (annualised) | +5.0% |
| Sharpe (rf = 0) | 0.41 |
| Deepest drawdown | -14.3% |
| Drawdown peak → trough | 2022-03-08 → 2023-10-06 |
| Dividend yield (12m distributions) | 5.10% (as of 2026-09-29) |
Over the 10.0 years to 2026-09-29 the fund returned +22.5% in total (+2.0% a year), with a deepest drawdown of -14.3% from 2022-03-08 to 2023-10-06. Its worst calendar year was 2022 (-12.0%), its best 2020 (+10.9%).
| Year | SCHP |
|---|---|
| 2026 | -2.0% |
| 2025 | +6.8% |
| 2024 | +1.9% |
| 2023 | +3.9% |
| 2022 | -12.0% |
| 2021 | +5.9% |
| 2020 | +10.9% |
| 2019 | +8.5% |
| 2018 | -1.8% |
| 2017 | +3.0% |
| 2016 | -2.6% |
+22.5% in total, which works out to +2.0% a year over the 10 years to 2026-09-29. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2022 — its calendar-year return was -12.0% (net of fees, dividends reinvested). Its best year was 2020 (+10.9%).
-14.3%, from a peak on 2022-03-08 to a trough on 2023-10-06. From that trough it took 747 days (about 24.5 months) to climb back to the earlier peak.
Over the last 12 months it distributed 5.10% of its share price (as of 2026-09-29). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say SCHP is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -14.3% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.