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 | 6.02% | 6.02% | 2.04% | 1.40% | 2.23% | 1.12% |
| Sharpe Ratio | 1.39 | 1.39 | 0.61 | 0.21 | 0.64 | 0.16 |
| Max Drawdown | -3.01% | -3.01% | -7.07% | -20.67% | -7.07% | -19.75% |
| % Time Invested | 100.0% | 100.0% | 43.2% | 100.0% | 47.4% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.2 | 0.0 | 0.2 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2024-08-05 | Open | Open | 100% | $20.89 | $22.66 | 8.46% | Mark-to-Market |
| 2022-03-11 | 2024-08-05 | Interest | 100% | $1.00 | $1.09 | 9.29% | Interest Income |
| 2021-10-06 | 2022-03-11 | Completed | 100% | $21.51 | $20.08 | -6.69% | Signal |
| 2021-10-04 | 2021-10-06 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
