Summary
SCHK
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 19.20% Volatility 18.53% Sharpe 0.73
Official loaded data — not a live quote.

SCHWAB 1000 INDEX ETF

Symbol: SCHK

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 11/10/2017

Latest date: 20/07/2026

Current price: $35.77

Expense ratio: 0.03%

Assets under management
$5.7B
-0.67% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
--
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Performance metrics

Period total return

-0.41%

Ann. -39.63% (Sharpe / Sortino numerator)

Volatility

18.54%

Sharpe ratio

-2.333

VaR 95%

-1.71%

CVaR 95%: -1.74%
Max drawdown: -7.59%
Sortino ratio: -4.377
Calmar ratio: -5.22

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

4.96%

Ann. -14.90% (Sharpe / Sortino numerator)

Volatility

14.80%

Sharpe ratio

-1.252

VaR 95%

-1.60%

CVaR 95%: -1.78%
Max drawdown: -9.22%
Sortino ratio: -1.912
Calmar ratio: -1.62

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

9.99%

Ann. -3.50% (Sharpe / Sortino numerator)

Volatility

13.96%

Sharpe ratio

-0.510

VaR 95%

-1.60%

CVaR 95%: -1.90%
Max drawdown: -9.22%
Sortino ratio: -0.721
Calmar ratio: -0.38

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

19.20%

Ann. 17.23% (Sharpe / Sortino numerator)

Volatility

18.53%

Sharpe ratio

0.734

VaR 95%

-1.67%

CVaR 95%: -2.65%
Max drawdown: -9.22%
Sortino ratio: 0.914
Calmar ratio: 1.87

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

37.13%

Ann. 13.53% (Sharpe / Sortino numerator)

Volatility

16.49%

Sharpe ratio

0.601

VaR 95%

-1.65%

CVaR 95%: -2.40%
Max drawdown: -19.20%
Sortino ratio: 0.758
Calmar ratio: 0.70

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

69.86%

Ann. 18.40% (Sharpe / Sortino numerator)

Volatility

15.06%

Sharpe ratio

0.981

VaR 95%

-1.49%

CVaR 95%: -2.14%
Max drawdown: -19.20%
Sortino ratio: 1.290
Calmar ratio: 0.96

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.074%

Best day

2.991%

31/03/2026
Worst day

-2.719%

10/10/2025
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $36.01 $36.08 $35.75 $35.77 1,130,100
17/07/2026 $35.76 $36.02 $35.72 $35.84 852,200
16/07/2026 $36.25 $36.37 $36.05 $36.20 894,200
15/07/2026 $36.35 $36.43 $36.16 $36.39 1,038,400
14/07/2026 $36.20 $36.33 $36.12 $36.26 957,300
13/07/2026 $36.27 $36.35 $36.06 $36.12 845,800
10/07/2026 $36.27 $36.41 $36.09 $36.40 535,300
09/07/2026 $36.03 $36.30 $35.99 $36.27 514,100
08/07/2026 $35.88 $35.98 $35.67 $35.96 303,800
07/07/2026 $36.22 $36.25 $35.97 $36.09 851,300