SCHR
SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
SCHR Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 2.82% | 2.82% | 3.03% | 0.21% | 2.39% | 1.30% | 2.04% | 1.37% |
| Sharpe Ratio | 0.79 | 0.79 | 1.60 | 0.04 | 1.02 | 0.29 | 0.84 | 0.32 |
| Max Drawdown | -2.39% | -2.39% | -2.39% | -15.07% | -5.22% | -16.11% | -5.22% | -16.11% |
| % Time Invested | 100.0% | 100.0% | 30.3% | 100.0% | 41.7% | 100.0% | 45.7% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.2 | 0.0 | 0.4 | 0.0 | 0.6 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-04-16 | Open | Open | 100% | $23.86 | $24.77 | 3.81% | Mark-to-Market |
| 2024-08-07 | 2025-04-16 | Interest | 100% | $1.00 | $1.03 | 2.88% | Interest Income |
| 2024-08-05 | 2024-08-07 | Completed | 100% | $23.75 | $23.45 | -1.28% | Signal |
| 2021-10-15 | 2024-08-05 | Interest | 100% | $1.00 | $1.10 | 10.02% | Interest Income |
| 2019-09-03 | 2021-10-15 | Completed | 100% | $23.61 | $24.53 | 3.90% | Signal |
| 2019-08-09 | 2019-09-03 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2019-08-07 | 2019-08-09 | Completed | 100% | $23.50 | $23.39 | -0.43% | Signal |
| 2018-11-23 | 2019-08-07 | Interest | 100% | $1.00 | $1.02 | 1.71% | Interest Income |
| 2018-11-20 | 2018-11-23 | Completed | 100% | $21.47 | $21.48 | 0.06% | Signal |
| 2017-04-24 | 2018-11-20 | Interest | 100% | $1.00 | $1.04 | 4.21% | Interest Income |
| 2015-04-01 | 2017-04-24 | Completed | 100% | $21.25 | $21.64 | 1.81% | Signal |
| 2015-01-09 | 2015-04-01 | Interest | 100% | $1.00 | $1.00 | 0.43% | Interest Income |
| 2015-01-07 | 2015-01-09 | Completed | 100% | $21.01 | $21.03 | 0.11% | Signal |
| 2014-04-16 | 2015-01-07 | Interest | 100% | $1.00 | $1.02 | 1.77% | Interest Income |
| 2014-04-14 | 2014-04-16 | Completed | 100% | $20.35 | $20.29 | -0.26% | Signal |
| 2013-08-09 | 2014-04-14 | Interest | 100% | $1.00 | $1.02 | 1.85% | Interest Income |
| 2012-07-30 | 2013-08-09 | Completed | 100% | $20.53 | $20.12 | -2.03% | Signal |
| 2012-07-26 | 2012-07-30 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
