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 | 3.75% | 29.24% | 9.84% | 13.74% | 16.59% | 18.33% | 14.27% | 17.32% |
| Sharpe Ratio | 0.29 | 1.59 | 0.65 | 0.58 | 1.01 | 0.78 | 0.93 | 0.82 |
| Max Drawdown | -12.98% | -16.41% | -21.40% | -34.59% | -21.40% | -34.59% | -21.40% | -34.59% |
| % Time Invested | 74.2% | 100.0% | 70.1% | 100.0% | 80.0% | 100.0% | 81.2% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 1.2 | 0.0 | 1.0 | 0.0 | 1.0 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-21 | Open | Interest | 100% | $1.00 | $1.00 | 0.12% | Mark-to-Market |
| 2026-04-17 | 2026-04-21 | Completed | 100% | $32.43 | $32.64 | 0.65% | Signal |
| 2026-03-25 | 2026-04-17 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-06-30 | 2026-03-25 | Completed | 100% | $29.10 | $29.67 | 1.96% | Signal |
| 2025-04-01 | 2025-06-30 | Interest | 100% | $1.00 | $1.01 | 1.04% | 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 |
| 2023-03-15 | 2024-08-06 | Completed | 100% | $14.83 | $23.17 | 56.21% | Stop |
| 2023-01-20 | 2023-03-15 | Interest | 100% | $1.00 | $1.01 | 0.54% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 100% | $14.47 | $14.19 | -1.91% | Signal |
| 2022-03-01 | 2023-01-18 | Interest | 100% | $1.00 | $1.03 | 2.80% | Interest Income |
| 2022-02-16 | 2022-03-01 | Completed | 100% | $17.91 | $17.50 | -2.30% | Signal |
| 2022-01-25 | 2022-02-16 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-06-03 | 2022-01-25 | Completed | 100% | $12.08 | $17.29 | 43.14% | Stop |
| 2020-04-16 | 2020-06-03 | Interest | 100% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2020-03-24 | 2020-04-16 | Completed | 100% | $8.84 | $10.61 | 20.04% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-03-27 | 2020-03-02 | Completed | 100% | $9.48 | $10.93 | 15.30% | Stop |
| 2018-12-11 | 2019-03-27 | Interest | 100% | $1.00 | $1.01 | 0.76% | Interest Income |
| 2016-05-09 | 2018-12-11 | Completed | 100% | $6.04 | $8.82 | 46.08% | Signal |
| 2016-01-12 | 2016-05-09 | Interest | 100% | $1.00 | $1.01 | 0.59% | Interest Income |
| 2015-12-17 | 2016-01-12 | Completed | 100% | $6.26 | $5.80 | -7.24% | Signal |
| 2015-09-28 | 2015-12-17 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 2015-09-17 | 2015-09-28 | Completed | 100% | $6.11 | $5.85 | -4.22% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2012-02-08 | 2015-08-25 | Completed | 100% | $3.64 | $5.85 | 60.96% | Stop |
| 2012-01-17 | 2012-02-08 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2012-01-12 | 2012-01-17 | Completed | 100% | $3.41 | $3.43 | 0.75% | Signal |
| 2011-12-22 | 2012-01-12 | Interest | 100% | $1.00 | $1.00 | 0.09% | Interest Income |
Return Distribution Analysis
