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% | 2.92% | 1.40% | 3.20% | 1.12% |
| Sharpe Ratio | 1.39 | 1.39 | 0.64 | 0.21 | 0.67 | 0.16 |
| Max Drawdown | -3.01% | -3.01% | -4.80% | -20.67% | -4.80% | -19.75% |
| % Time Invested | 100.0% | 100.0% | 63.1% | 100.0% | 69.1% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.4 | 0.0 | 0.4 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2023-12-26 | Open | Open | 100% | $20.01 | $22.66 | 13.22% | Mark-to-Market |
| 2023-09-15 | 2023-12-26 | Interest | 100% | $1.00 | $1.01 | 1.23% | Interest Income |
| 2023-01-25 | 2023-09-15 | Completed | 100% | $19.18 | $18.82 | -1.84% | Signal |
| 2021-12-08 | 2023-01-25 | Interest | 100% | $1.00 | $1.03 | 3.26% | Interest Income |
| 2021-10-06 | 2021-12-08 | Completed | 100% | $21.51 | $21.39 | -0.59% | Signal |
| 2021-10-04 | 2021-10-06 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
