SCHLX

Mutual fund

$46.29 -$0.26 (-0.56%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $39.09High $46.95

Has SCHLX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SCHLX returned +14.8%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SCHLX
+14.8%
S&P 500
+16.6%
Largest decline 
SCHLX
13.1%
S&P 500
8.9%
Risk-adjusted return 
SCHLX
0.71
S&P 500
0.98
Downside risk-adjusted return 
SCHLX
1.12
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

PeriodSCHLXS&P 500
1 month +3.4% +0.6%
3 months +6.4% +3.4%
Year to date +6.6% +13.3%
1 year +14.8% +16.6%
3 years (annualized) +10.3% +23.1%

Volatility (1-year, annualized): 15.9% · Largest decline (max drawdown, since Oct 2021): 18.6%

How are your investments doing?

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