SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
SCHG Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 12.96% | 29.24% | 4.76% | 13.74% | 14.74% | 18.33% | 14.74% | 17.32% |
| Sharpe Ratio | 0.81 | 1.59 | 0.28 | 0.58 | 0.82 | 0.78 | 0.87 | 0.82 |
| Max Drawdown | -16.14% | -16.41% | -27.88% | -34.59% | -27.88% | -34.59% | -27.88% | -34.59% |
| % Time Invested | 93.7% | 100.0% | 70.5% | 100.0% | 78.3% | 100.0% | 83.9% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 2.0 | 0.0 | 1.3 | 0.0 | 1.1 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-22 | Open | Open | 100% | $32.60 | $32.70 | 0.31% | Mark-to-Market |
| 2026-03-30 | 2026-04-22 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-24 | 2026-03-30 | Completed | 100% | $24.22 | $28.42 | 17.34% | Stop |
| 2025-04-01 | 2025-04-24 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-08-28 | 2025-04-01 | Completed | 100% | $25.27 | $24.84 | -1.70% | Stop |
| 2024-08-06 | 2024-08-28 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2023-12-05 | 2024-08-06 | Completed | 100% | $19.47 | $23.17 | 19.02% | Stop |
| 2023-11-10 | 2023-12-05 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-11-07 | 2023-11-10 | Completed | 100% | $18.66 | $18.78 | 0.65% | Signal |
| 2023-09-08 | 2023-11-07 | Interest | 100% | $1.00 | $1.01 | 0.76% | Interest Income |
| 2023-09-06 | 2023-09-08 | Completed | 100% | $18.99 | $18.73 | -1.34% | Signal |
| 2023-07-24 | 2023-09-06 | Interest | 100% | $1.00 | $1.00 | 0.50% | Interest Income |
| 2023-07-20 | 2023-07-24 | Completed | 100% | $19.14 | $18.89 | -1.26% | Signal |
| 2023-01-20 | 2023-07-20 | Interest | 100% | $1.00 | $1.02 | 1.78% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 100% | $14.47 | $14.19 | -1.91% | Signal |
| 2022-10-19 | 2023-01-18 | Interest | 100% | $1.00 | $1.01 | 0.90% | Interest Income |
| 2022-10-17 | 2022-10-19 | Completed | 100% | $13.70 | $13.92 | 1.60% | Signal |
| 2022-09-23 | 2022-10-17 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-05-20 | 2022-09-23 | Completed | 100% | $14.72 | $14.21 | -3.48% | Stop |
| 2022-04-28 | 2022-05-20 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-16 | 2022-04-28 | Completed | 100% | $17.91 | $16.36 | -8.63% | Stop |
| 2022-01-25 | 2022-02-16 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-03-24 | 2022-01-25 | Completed | 100% | $8.84 | $17.29 | 95.56% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-01-11 | 2020-03-02 | Completed | 100% | $8.58 | $10.93 | 27.43% | Stop |
| 2018-12-18 | 2019-01-11 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2017-01-31 | 2018-12-18 | Completed | 100% | $6.76 | $8.44 | 24.86% | Stop |
| 2016-07-06 | 2017-01-31 | Interest | 100% | $1.00 | $1.01 | 1.10% | Interest Income |
| 2016-02-12 | 2016-07-06 | Completed | 100% | $5.41 | $6.08 | 12.38% | Signal |
| 2016-01-21 | 2016-02-12 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-09-17 | 2016-01-21 | Completed | 100% | $6.11 | $5.56 | -8.85% | Stop |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-12-27 | 2015-08-25 | Completed | 100% | $3.30 | $5.85 | 77.10% | Stop |
| 2011-12-22 | 2011-12-27 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
