SCHB
SCHWAB U.S. BROAD MARKET ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
SCHB Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 31.73% | 30.06% | 6.86% | 11.50% | 13.54% | 14.61% | 13.26% | 14.40% |
| Sharpe Ratio | 2.18 | 2.08 | 0.47 | 0.63 | 0.89 | 0.74 | 0.89 | 0.79 |
| Max Drawdown | -8.91% | -8.91% | -20.68% | -25.41% | -20.68% | -35.27% | -20.68% | -35.27% |
| % Time Invested | 99.6% | 100.0% | 74.1% | 100.0% | 79.9% | 100.0% | 85.7% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.8 | 0.0 | 0.8 | 0.0 | 0.7 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-04-30 | Open | Open | 100% | $20.83 | $27.44 | 31.71% | Mark-to-Market |
| 2025-04-07 | 2025-04-30 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-12-12 | 2025-04-07 | Completed | 100% | $17.39 | $18.56 | 6.76% | Stop |
| 2023-11-10 | 2023-12-12 | Interest | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2023-11-08 | 2023-11-10 | Completed | 100% | $16.39 | $16.30 | -0.57% | Signal |
| 2022-11-01 | 2023-11-08 | Interest | 100% | $1.00 | $1.04 | 3.96% | Interest Income |
| 2022-10-18 | 2022-11-01 | Completed | 100% | $14.00 | $14.58 | 4.13% | Signal |
| 2022-09-26 | 2022-10-18 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-05-25 | 2022-09-26 | Completed | 100% | $14.48 | $13.64 | -5.80% | Stop |
| 2022-05-03 | 2022-05-25 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2020-03-24 | 2022-05-03 | Completed | 100% | $8.40 | $15.40 | 83.35% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-01-15 | 2020-03-02 | Completed | 100% | $9.26 | $10.81 | 16.75% | Stop |
| 2018-12-20 | 2019-01-15 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2016-12-15 | 2018-12-20 | Completed | 100% | $7.82 | $8.88 | 13.47% | Stop |
| 2016-11-18 | 2016-12-15 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2016-11-16 | 2016-11-18 | Completed | 100% | $7.54 | $7.59 | 0.72% | Signal |
| 2016-05-13 | 2016-11-16 | Interest | 100% | $1.00 | $1.01 | 0.86% | Interest Income |
| 2015-09-17 | 2016-05-13 | Completed | 100% | $6.82 | $7.00 | 2.68% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-10-27 | 2015-08-25 | Completed | 100% | $4.03 | $6.68 | 65.86% | Stop |
| 2011-10-25 | 2011-10-27 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
