SCHAX

Mutual fund

$19.00 +$0.06 (+0.32%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $17.12High $20.22

Has SCHAX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SCHAX returned +14.5%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SCHAX
+14.5%
S&P 500
+16.6%
Largest decline 
SCHAX
8.7%
S&P 500
8.9%
Risk-adjusted return 
SCHAX
0.83
S&P 500
0.97
Downside risk-adjusted return 
SCHAX
1.20
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodSCHAXS&P 500
1 month -0.3% +0.6%
3 months +2.5% +3.4%
Year to date +11.4% +13.3%
1 year +14.5% +16.6%
3 years (annualized) +19.0% +23.1%

Volatility (1-year, annualized): 12.6% · Largest decline (max drawdown, since Oct 2021): 25.6%

How are your investments doing?

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