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 | 17.08% | 30.06% | 7.94% | 11.50% | 12.59% | 14.61% | 11.76% | 14.40% |
| Sharpe Ratio | 1.39 | 2.08 | 0.60 | 0.63 | 0.93 | 0.74 | 0.91 | 0.79 |
| Max Drawdown | -8.91% | -8.91% | -20.68% | -25.41% | -20.68% | -35.27% | -20.68% | -35.27% |
| % Time Invested | 82.5% | 100.0% | 77.5% | 100.0% | 82.5% | 100.0% | 81.7% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.2 | 0.0 | 0.4 | 0.0 | 0.5 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-07-02 | Open | Open | 100% | $23.61 | $27.44 | 16.21% | Mark-to-Market |
| 2025-04-07 | 2025-07-02 | Interest | 100% | $1.00 | $1.01 | 1.01% | Interest Income |
| 2023-01-30 | 2025-04-07 | Completed | 100% | $15.16 | $18.56 | 22.46% | Stop |
| 2022-03-09 | 2023-01-30 | Interest | 100% | $1.00 | $1.03 | 2.86% | Interest Income |
| 2020-07-08 | 2022-03-09 | Completed | 100% | $11.48 | $15.78 | 37.49% | Signal |
| 2020-03-31 | 2020-07-08 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2020-03-24 | 2020-03-31 | Completed | 100% | $8.40 | $9.36 | 11.37% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-03-28 | 2020-03-02 | Completed | 100% | $10.10 | $10.81 | 7.01% | Stop |
| 2018-12-10 | 2019-03-28 | Interest | 100% | $1.00 | $1.01 | 0.78% | Interest Income |
| 2016-04-27 | 2018-12-10 | Completed | 100% | $7.09 | $9.38 | 32.35% | Signal |
| 2016-01-08 | 2016-04-27 | Interest | 100% | $1.00 | $1.01 | 0.55% | Interest Income |
| 2015-12-29 | 2016-01-08 | Completed | 100% | $7.03 | $6.65 | -5.36% | Signal |
| 2015-08-25 | 2015-12-29 | Interest | 100% | $1.00 | $1.01 | 0.75% | Interest Income |
| 2012-01-27 | 2015-08-25 | Completed | 100% | $4.16 | $6.68 | 60.72% | Stop |
| 2011-10-25 | 2012-01-27 | Interest | 100% | $1.00 | $1.00 | 0.50% | Interest Income |
Return Distribution Analysis
