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 | 24.95% | 40.09% | 0.51% | 5.56% | 6.03% | 10.65% | 6.97% | 11.43% |
| Sharpe Ratio | 1.39 | 1.85 | 0.03 | 0.25 | 0.40 | 0.45 | 0.48 | 0.51 |
| Max Drawdown | -9.51% | -9.51% | -27.65% | -30.79% | -27.90% | -42.41% | -27.90% | -42.41% |
| % Time Invested | 74.6% | 100.0% | 64.6% | 100.0% | 72.4% | 100.0% | 73.2% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 1.0 | 0.0 | 1.0 | 0.0 | 0.8 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-07-31 | Open | Open | 100% | $25.69 | $31.75 | 23.60% | Mark-to-Market |
| 2025-04-02 | 2025-07-31 | Interest | 100% | $1.00 | $1.01 | 1.40% | Interest Income |
| 2025-03-27 | 2025-04-02 | Completed | 100% | $23.80 | $22.88 | -3.86% | Signal |
| 2025-03-05 | 2025-03-27 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-12-28 | 2025-03-05 | Completed | 100% | $23.21 | $23.95 | 3.19% | Stop |
| 2023-10-18 | 2023-12-28 | Interest | 100% | $1.00 | $1.01 | 0.84% | Interest Income |
| 2023-06-22 | 2023-10-18 | Completed | 100% | $20.63 | $19.72 | -4.43% | Signal |
| 2023-05-03 | 2023-06-22 | Interest | 100% | $1.00 | $1.00 | 0.48% | Interest Income |
| 2023-04-19 | 2023-05-03 | Completed | 100% | $19.91 | $19.42 | -2.46% | Signal |
| 2023-03-27 | 2023-04-19 | Interest | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2023-01-18 | 2023-03-27 | Completed | 100% | $20.82 | $19.48 | -6.44% | Stop |
| 2022-01-21 | 2023-01-18 | Interest | 100% | $1.00 | $1.03 | 3.00% | Interest Income |
| 2020-08-10 | 2022-01-21 | Completed | 100% | $16.55 | $21.85 | 32.05% | Stop |
| 2020-03-02 | 2020-08-10 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2019-11-06 | 2020-03-02 | Completed | 100% | $16.65 | $15.52 | -6.77% | Stop |
| 2019-10-15 | 2019-11-06 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2019-04-16 | 2019-10-15 | Completed | 100% | $16.37 | $15.78 | -3.63% | Signal |
| 2019-02-22 | 2019-04-16 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2019-02-20 | 2019-02-22 | Completed | 100% | $16.13 | $16.20 | 0.39% | Signal |
| 2018-10-25 | 2019-02-20 | Interest | 100% | $1.00 | $1.01 | 0.88% | Interest Income |
| 2016-05-10 | 2018-10-25 | Completed | 100% | $11.45 | $14.93 | 30.35% | Stop |
| 2015-08-25 | 2016-05-10 | Interest | 100% | $1.00 | $1.01 | 1.43% | Interest Income |
| 2014-12-17 | 2015-08-25 | Completed | 100% | $11.17 | $11.43 | 2.32% | Stop |
| 2014-10-20 | 2014-12-17 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2012-02-08 | 2014-10-20 | Completed | 100% | $7.51 | $10.61 | 41.29% | Signal |
| 2011-10-25 | 2012-02-08 | Interest | 100% | $1.00 | $1.01 | 0.56% | Interest Income |
Return Distribution Analysis
