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 | 18.67% | 26.19% | 2.81% | 8.51% | 8.11% | 12.66% | 7.57% | 11.97% |
| Sharpe Ratio | 1.95 | 2.04 | 0.24 | 0.57 | 0.66 | 0.71 | 0.64 | 0.71 |
| Max Drawdown | -4.61% | -4.61% | -19.45% | -16.84% | -19.45% | -33.37% | -19.45% | -33.37% |
| % Time Invested | 68.3% | 100.0% | 73.2% | 100.0% | 79.6% | 100.0% | 79.5% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.6 | 0.0 | 0.8 | 0.0 | 1.0 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-08-22 | Open | Open | 100% | $26.86 | $31.45 | 17.07% | Mark-to-Market |
| 2025-04-08 | 2025-08-22 | Interest | 100% | $1.00 | $1.02 | 1.61% | Interest Income |
| 2023-12-26 | 2025-04-08 | Completed | 100% | $23.29 | $24.49 | 5.19% | Stop |
| 2023-10-20 | 2023-12-26 | Interest | 100% | $1.00 | $1.01 | 0.77% | Interest Income |
| 2023-08-15 | 2023-10-20 | Completed | 100% | $22.27 | $21.22 | -4.73% | Signal |
| 2023-05-01 | 2023-08-15 | Interest | 100% | $1.00 | $1.01 | 1.08% | Interest Income |
| 2022-12-15 | 2023-05-01 | Completed | 100% | $22.57 | $21.62 | -4.21% | Signal |
| 2022-06-17 | 2022-12-15 | Interest | 100% | $1.00 | $1.02 | 1.68% | Interest Income |
| 2020-08-04 | 2022-06-17 | Completed | 100% | $14.84 | $20.30 | 36.78% | Signal |
| 2020-03-26 | 2020-08-04 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2020-03-24 | 2020-03-26 | Completed | 100% | $11.13 | $11.62 | 4.41% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-03-18 | 2020-03-02 | Completed | 100% | $13.52 | $13.85 | 2.38% | Stop |
| 2019-02-11 | 2019-03-18 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2019-02-07 | 2019-02-11 | Completed | 100% | $12.99 | $13.01 | 0.16% | Signal |
| 2018-12-21 | 2019-02-07 | Interest | 100% | $1.00 | $1.00 | 0.33% | Interest Income |
| 2018-06-26 | 2018-12-21 | Completed | 100% | $12.62 | $11.90 | -5.71% | Signal |
| 2018-06-04 | 2018-06-26 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2016-03-22 | 2018-06-04 | Completed | 100% | $9.51 | $12.62 | 32.67% | Signal |
| 2016-02-08 | 2016-03-22 | Interest | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2015-12-22 | 2016-02-08 | Completed | 100% | $9.08 | $8.68 | -4.49% | Signal |
| 2015-11-30 | 2015-12-22 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2015-11-25 | 2015-11-30 | Completed | 100% | $9.24 | $9.26 | 0.28% | Signal |
| 2015-07-29 | 2015-11-25 | Interest | 100% | $1.00 | $1.01 | 0.72% | Interest Income |
| 2013-10-17 | 2015-07-29 | Completed | 100% | $7.62 | $8.97 | 17.76% | Signal |
| 2013-10-15 | 2013-10-17 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
