SCHD
SCHWAB U.S. DIVIDEND EQUITY ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
SCHD Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 27.14% | 26.19% | 6.78% | 8.51% | 12.36% | 12.66% | 11.65% | 11.97% |
| Sharpe Ratio | 2.11 | 2.04 | 0.54 | 0.57 | 0.87 | 0.71 | 0.84 | 0.71 |
| Max Drawdown | -4.61% | -4.61% | -16.97% | -16.84% | -17.09% | -33.37% | -17.09% | -33.37% |
| % Time Invested | 99.2% | 100.0% | 71.7% | 100.0% | 82.1% | 100.0% | 84.4% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.6 | 0.0 | 0.7 | 0.0 | 0.7 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-05-01 | Open | Open | 100% | $24.74 | $31.45 | 27.10% | Mark-to-Market |
| 2025-04-08 | 2025-05-01 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-05-10 | 2025-04-08 | Completed | 100% | $24.51 | $24.49 | -0.07% | Stop |
| 2023-04-06 | 2024-05-10 | Interest | 100% | $1.00 | $1.05 | 4.53% | Interest Income |
| 2023-04-04 | 2023-04-06 | Completed | 100% | $21.96 | $21.77 | -0.86% | Signal |
| 2023-01-24 | 2023-04-04 | Interest | 100% | $1.00 | $1.01 | 0.70% | Interest Income |
| 2022-10-18 | 2023-01-24 | Completed | 100% | $20.57 | $22.56 | 9.65% | Signal |
| 2022-09-26 | 2022-10-18 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2020-03-24 | 2022-09-26 | Completed | 100% | $11.13 | $19.86 | 78.47% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-01-18 | 2020-03-02 | Completed | 100% | $12.63 | $13.85 | 9.61% | Stop |
| 2018-12-26 | 2019-01-18 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2016-07-29 | 2018-12-26 | Completed | 100% | $10.21 | $11.48 | 12.45% | Stop |
| 2016-06-14 | 2016-07-29 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2016-06-10 | 2016-06-14 | Completed | 100% | $9.80 | $9.72 | -0.85% | Signal |
| 2016-03-22 | 2016-06-10 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 2015-09-17 | 2016-03-22 | Completed | 100% | $8.59 | $9.51 | 10.70% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2013-10-17 | 2015-08-25 | Completed | 100% | $7.62 | $8.51 | 11.76% | Stop |
| 2013-10-15 | 2013-10-17 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
