SCHP
SCHWAB U.S. TIPS ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
SCHP Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 4.00% | 4.00% | 2.63% | 1.34% | 3.09% | 2.69% | 1.88% | 1.85% |
| Sharpe Ratio | 1.10 | 1.10 | 0.63 | 0.22 | 0.72 | 0.48 | 0.46 | 0.34 |
| Max Drawdown | -1.93% | -1.93% | -9.83% | -14.26% | -10.85% | -14.26% | -11.20% | -14.26% |
| % Time Invested | 100.0% | 100.0% | 49.4% | 100.0% | 50.3% | 100.0% | 47.2% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.6 | 0.0 | 1.0 | 0.0 | 0.9 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-03-21 | Open | Open | 100% | $25.65 | $26.83 | 4.62% | Mark-to-Market |
| 2024-09-16 | 2025-03-21 | Interest | 100% | $1.00 | $1.02 | 2.17% | Interest Income |
| 2024-09-12 | 2024-09-16 | Completed | 100% | $25.39 | $25.56 | 0.66% | Signal |
| 2024-08-07 | 2024-09-12 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2024-08-05 | 2024-08-07 | Completed | 100% | $25.11 | $24.97 | -0.55% | Signal |
| 2023-04-11 | 2024-08-05 | Interest | 100% | $1.00 | $1.06 | 5.52% | Interest Income |
| 2023-04-06 | 2023-04-11 | Completed | 100% | $24.44 | $24.31 | -0.50% | Signal |
| 2022-08-30 | 2023-04-06 | Interest | 100% | $1.00 | $1.02 | 2.20% | Interest Income |
| 2019-09-25 | 2022-08-30 | Completed | 100% | $22.58 | $24.80 | 9.83% | Signal |
| 2019-08-12 | 2019-09-25 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2019-08-08 | 2019-08-12 | Completed | 100% | $22.48 | $22.61 | 0.58% | Signal |
| 2019-06-05 | 2019-08-08 | Interest | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2019-05-31 | 2019-06-05 | Completed | 100% | $21.92 | $22.03 | 0.53% | Signal |
| 2019-03-20 | 2019-05-31 | Interest | 100% | $1.00 | $1.00 | 0.48% | Interest Income |
| 2019-03-15 | 2019-03-20 | Completed | 100% | $21.33 | $21.35 | 0.09% | Signal |
| 2017-10-04 | 2019-03-15 | Interest | 100% | $1.00 | $1.04 | 4.03% | Interest Income |
| 2016-11-03 | 2017-10-04 | Completed | 100% | $21.01 | $20.93 | -0.38% | Signal |
| 2016-10-03 | 2016-11-03 | Interest | 100% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2016-09-29 | 2016-10-03 | Completed | 100% | $21.07 | $21.13 | 0.26% | Signal |
| 2016-06-14 | 2016-09-29 | Interest | 100% | $1.00 | $1.00 | 0.46% | Interest Income |
| 2016-06-10 | 2016-06-14 | Completed | 100% | $20.73 | $20.72 | -0.07% | Signal |
| 2015-08-04 | 2016-06-10 | Interest | 100% | $1.00 | $1.02 | 1.72% | Interest Income |
| 2015-04-09 | 2015-08-04 | Completed | 100% | $20.41 | $20.06 | -1.70% | Signal |
| 2014-04-16 | 2015-04-09 | Interest | 100% | $1.00 | $1.02 | 2.26% | Interest Income |
| 2014-04-14 | 2014-04-16 | Completed | 100% | $19.81 | $19.81 | 0.00% | Signal |
| 2013-09-17 | 2014-04-14 | Interest | 100% | $1.00 | $1.02 | 1.56% | Interest Income |
| 2012-07-30 | 2013-09-17 | Completed | 100% | $20.82 | $19.16 | -8.00% | Signal |
| 2012-07-26 | 2012-07-30 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
