SCHH (Schwab U.S. REIT ETF) — over the past 10 years it returned about 4.2% annualized on a total-return basis, yields roughly 2.97%, and had a worst drawdown near -44.2%. Here is the full picture — and you can backtest it yourself for free.
$10,000, 10 years on
A $10,000 investment 10 years ago, dividends reinvested, would be worth about $15,647 today.
Sortino
0.37
Volatility
20.6%
$10k → today
$15,647
Dividend history
| Year | Dividend / share | YoY growth |
|---|---|---|
| 2020 | $0.54 | — |
| 2021 | $0.40 | -27.2% |
| 2022 | $0.49 | 24.1% |
| 2023 | $0.67 | 36.9% |
| 2024 | $0.68 | 1.0% |
| 2025 | $0.64 | -6.3% |
Risk & return vs the S&P 500
| Metric | SCHH | SPY |
|---|---|---|
| CAGR | 4.2% | 14.4% |
| Volatility | 20.6% | 17.6% |
| Sharpe | 0.30 | 0.85 |
| Sortino | 0.37 | 1.04 |
| Max drawdown | -44.2% | -33.7% |
| Dividend yield | 2.97% | 1.00% |