SCHB return calculator
Your investment#
Key dates
Start at a well-known dateRecentMarket topsMarket bottomsEventsKey dates
End at a well-known dateMarket topsMarket bottomsEventsOr drag the slider to set start and end dates
2009 to today, log scaleResult#
$1,000 invested in SCHB on October 27, 2016 was worth $4,051 on October 27, 2026, with dividends reinvested.
That’s 15.0% a year compounded (CAGR) over 10 years: 4.1 times your money.
Over the same dates the same $1,000 would be worth $4,228 in the S&P 500 and $6,559 in the Nasdaq-100: SCHB trailed both the S&P 500 and the Nasdaq-100.
How this period ranks#
Better than 89% of all 84 periods of 10 years since 2009.
Growth of $1,000 in SCHB, October 27, 2016 to October 27, 2026#
How far SCHB was below its previous high. The biggest fall: −35.3% from Feb 19, 2020 to Mar 23, 2020, back to the high by Aug 12, 2020.
Your one buy. $1,000 on October 27, 2016, worth $4,051 on October 27, 2026. Pick Monthly or Yearly to see a plan's buys.
What $1,000 would be worth on October 27, 2026, by start date#
Each point is the same amount invested that day and held to October 27, 2026, dividends reinvested. Above the line it made money.
$1,000 invested in SCHB, by year#
Started on each year's first close and held to Oct 27, 2026, dividends reinvested.
| Started | Worth Oct 27, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2017 | $3,784 | 3.8× | 14.5% |
| 2018 | $3,120 | 3.1× | 13.8% |
| 2019 | $3,318 | 3.3× | 16.6% |
| 2020 | $2,516 | 2.5× | 14.5% |
| 2021 | $2,130 | 2.1× | 13.9% |
| 2022 | $1,660 | 1.7× | 11.1% |
| 2023 | $2,083 | 2.1× | 21.2% |
| 2024 | $1,658 | 1.7× | 19.7% |
| 2025 | $1,332 | 1.3× | 17.1% |
| 2026 | $1,133 | 1.1× | — |
Methodology#
A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. SCHB data begins November 3, 2009; values as of October 27, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.
See the live SCHB chart and fundamentals on the SCHB quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in SCHB be worth today?
- $1,000 invested in SCHB on October 27, 2016 would be worth $4,051 on October 27, 2026, with dividends reinvested — 15.0% a year compounded (CAGR).
- How far back does the SCHB calculator go?
- SCHB data begins November 3, 2009, with a close every session. Pick any start and end date in that span — 17 years of history.
- Does this include dividends?
- Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.
