SCHI
SCHWAB 5-10 YEAR CORPORATE BOND ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
SCHI Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | Full History | |||
|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 5.56% | 6.02% | 2.51% | 1.40% | 2.75% | 1.12% |
| Sharpe Ratio | 1.56 | 1.39 | 0.85 | 0.21 | 0.89 | 0.16 |
| Max Drawdown | -2.53% | -3.01% | -3.94% | -20.67% | -3.94% | -19.75% |
| % Time Invested | 100.0% | 100.0% | 66.8% | 100.0% | 73.2% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 1.8 | 0.0 | 2.0 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-08-06 | Open | Open | 34% | $22.03 | $22.66 | 2.84% | Mark-to-Market |
| 2024-07-23 | Open | Open | 33% | $20.41 | $22.66 | 11.02% | Mark-to-Market |
| 2026-03-17 | Open | Interest | 33% | $1.00 | $1.00 | 0.52% | Mark-to-Market |
| 2025-04-30 | 2026-03-17 | Completed | 33% | $21.34 | $22.65 | 6.10% | Signal |
| 2025-04-07 | 2025-08-06 | Interest | 34% | $1.00 | $1.01 | 1.42% | Interest Income |
| 2025-01-02 | 2025-04-30 | Interest | 33% | $1.00 | $1.01 | 1.38% | Interest Income |
| 2024-03-19 | 2025-04-07 | Completed | 34% | $19.86 | $21.27 | 7.09% | Signal |
| 2024-07-29 | 2025-01-02 | Completed | 33% | $20.59 | $20.77 | 0.89% | Signal |
| 2024-05-21 | 2024-07-29 | Interest | 33% | $1.00 | $1.01 | 0.78% | Interest Income |
| 2022-02-22 | 2024-07-23 | Interest | 33% | $1.00 | $1.09 | 9.24% | Interest Income |
| 2024-01-10 | 2024-05-21 | Completed | 33% | $19.96 | $20.02 | 0.31% | Signal |
| 2023-10-03 | 2024-03-19 | Interest | 34% | $1.00 | $1.02 | 1.94% | Interest Income |
| 2023-07-17 | 2024-01-10 | Interest | 33% | $1.00 | $1.02 | 2.08% | Interest Income |
| 2023-05-01 | 2023-10-03 | Completed | 34% | $19.22 | $18.34 | -4.58% | Signal |
| 2023-02-02 | 2023-07-17 | Completed | 33% | $19.45 | $19.10 | -1.78% | Signal |
| 2022-01-25 | 2023-05-01 | Interest | 34% | $1.00 | $1.04 | 4.01% | Interest Income |
| 2021-11-16 | 2023-02-02 | Interest | 33% | $1.00 | $1.03 | 3.44% | Interest Income |
| 2021-10-06 | 2022-02-22 | Completed | 33% | $21.51 | $20.43 | -5.03% | Signal |
| 2021-10-20 | 2022-01-25 | Completed | 34% | $21.34 | $20.97 | -1.76% | Signal |
| 2021-10-06 | 2021-11-16 | Completed | 33% | $21.51 | $21.27 | -1.12% | Signal |
| 2021-10-04 | 2021-10-20 | Interest | 34% | $1.00 | $1.00 | 0.07% | Interest Income |
| 2021-10-04 | 2021-10-06 | Interest | 33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2021-10-04 | 2021-10-06 | Interest | 33% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
