SCHA
SCHWAB U.S. SMALL-CAP ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
SCHA Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 40.11% | 40.09% | 1.49% | 5.56% | 0.95% | 10.65% | 3.79% | 11.43% |
| Sharpe Ratio | 1.85 | 1.85 | 0.09 | 0.25 | 0.07 | 0.45 | 0.25 | 0.51 |
| Max Drawdown | -9.51% | -9.51% | -34.02% | -30.79% | -45.59% | -42.41% | -45.59% | -42.41% |
| % Time Invested | 99.2% | 100.0% | 65.0% | 100.0% | 59.1% | 100.0% | 69.6% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.8 | 0.0 | 1.2 | 0.0 | 1.1 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-05-01 | Open | Open | 100% | $22.67 | $31.75 | 40.05% | Mark-to-Market |
| 2025-04-08 | 2025-05-01 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-27 | 2025-04-08 | Completed | 100% | $23.80 | $21.46 | -9.84% | Stop |
| 2025-03-05 | 2025-03-27 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-03-18 | 2025-03-05 | Completed | 100% | $23.00 | $23.95 | 4.13% | Stop |
| 2022-09-16 | 2024-03-18 | Interest | 100% | $1.00 | $1.06 | 5.96% | Interest Income |
| 2022-06-02 | 2022-09-16 | Completed | 100% | $20.24 | $19.53 | -3.48% | Signal |
| 2022-05-10 | 2022-06-02 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-14 | 2022-05-10 | Completed | 100% | $22.11 | $19.46 | -11.98% | Stop |
| 2022-01-21 | 2022-02-14 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2021-03-09 | 2022-01-21 | Completed | 100% | $23.29 | $21.85 | -6.18% | Stop |
| 2021-02-12 | 2021-03-09 | Interest | 100% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2021-02-10 | 2021-02-12 | Completed | 100% | $23.89 | $23.60 | -1.23% | Signal |
| 2020-03-02 | 2021-02-10 | Interest | 100% | $1.00 | $1.01 | 0.75% | Interest Income |
| 2020-01-24 | 2020-03-02 | Completed | 100% | $17.60 | $15.52 | -11.83% | Stop |
| 2019-12-30 | 2020-01-24 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2019-12-26 | 2019-12-30 | Completed | 100% | $17.47 | $17.40 | -0.43% | Signal |
| 2019-08-01 | 2019-12-26 | Interest | 100% | $1.00 | $1.01 | 0.70% | Interest Income |
| 2019-01-16 | 2019-08-01 | Completed | 100% | $14.75 | $16.50 | 11.83% | Signal |
| 2018-12-21 | 2019-01-16 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-11-16 | 2018-12-21 | Completed | 100% | $15.34 | $13.55 | -11.72% | Stop |
| 2018-10-25 | 2018-11-16 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2017-01-23 | 2018-10-25 | Completed | 100% | $13.56 | $14.93 | 10.09% | Stop |
| 2016-11-17 | 2017-01-23 | Interest | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 2016-11-15 | 2016-11-17 | Completed | 100% | $12.95 | $13.05 | 0.73% | Signal |
| 2016-03-21 | 2016-11-15 | Interest | 100% | $1.00 | $1.01 | 1.12% | Interest Income |
| 2016-02-08 | 2016-03-21 | Completed | 100% | $9.87 | $11.19 | 13.46% | Signal |
| 2016-01-14 | 2016-02-08 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-09-17 | 2016-01-14 | Completed | 100% | $11.69 | $10.15 | -13.13% | Stop |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2012-08-21 | 2015-08-25 | Completed | 100% | $7.55 | $11.43 | 51.36% | Stop |
| 2012-07-26 | 2012-08-21 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2011-10-27 | 2012-07-26 | Completed | 100% | $6.89 | $7.17 | 4.00% | Signal |
| 2011-10-25 | 2011-10-27 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
