SCHX
SCHWAB U.S. LARGE-CAP ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
SCHX Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 31.02% | 29.40% | 6.69% | 12.05% | 13.17% | 14.99% | 13.13% | 14.68% |
| Sharpe Ratio | 2.15 | 2.06 | 0.46 | 0.67 | 0.87 | 0.77 | 0.89 | 0.81 |
| Max Drawdown | -9.03% | -9.03% | -20.35% | -25.40% | -20.35% | -34.33% | -20.35% | -34.33% |
| % Time Invested | 99.6% | 100.0% | 74.8% | 100.0% | 81.8% | 100.0% | 87.0% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.8 | 0.0 | 0.8 | 0.0 | 0.7 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-04-30 | Open | Open | 100% | $21.39 | $28.02 | 30.99% | Mark-to-Market |
| 2025-04-07 | 2025-04-30 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-12-06 | 2025-04-07 | Completed | 100% | $17.54 | $19.06 | 8.63% | Stop |
| 2023-11-10 | 2023-12-06 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2023-11-08 | 2023-11-10 | Completed | 100% | $16.70 | $16.61 | -0.50% | Signal |
| 2022-11-07 | 2023-11-08 | Interest | 100% | $1.00 | $1.04 | 3.89% | Interest Income |
| 2022-10-18 | 2022-11-07 | Completed | 100% | $14.09 | $14.19 | 0.72% | Signal |
| 2022-09-26 | 2022-10-18 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-05-25 | 2022-09-26 | Completed | 100% | $14.62 | $13.78 | -5.73% | Stop |
| 2022-05-03 | 2022-05-25 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2020-03-24 | 2022-05-03 | Completed | 100% | $8.56 | $15.55 | 81.74% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-01-16 | 2020-03-02 | Completed | 100% | $9.29 | $10.84 | 16.69% | Stop |
| 2018-12-21 | 2019-01-16 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2016-11-22 | 2018-12-21 | Completed | 100% | $7.51 | $8.76 | 16.68% | Stop |
| 2016-10-31 | 2016-11-22 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2016-10-03 | 2016-10-31 | Completed | 100% | $7.35 | $7.23 | -1.51% | Signal |
| 2016-05-20 | 2016-10-03 | Interest | 100% | $1.00 | $1.01 | 0.59% | Interest Income |
| 2015-09-17 | 2016-05-20 | Completed | 100% | $6.69 | $6.89 | 2.94% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-10-27 | 2015-08-25 | Completed | 100% | $3.95 | $6.60 | 67.35% | Stop |
| 2011-10-25 | 2011-10-27 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
