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 | 15.93% | 29.40% | 8.44% | 12.05% | 12.30% | 14.99% | 11.34% | 14.68% |
| Sharpe Ratio | 1.30 | 2.06 | 0.65 | 0.67 | 0.91 | 0.77 | 0.88 | 0.81 |
| Max Drawdown | -9.03% | -9.03% | -20.46% | -25.40% | -20.46% | -34.33% | -20.46% | -34.33% |
| % Time Invested | 84.5% | 100.0% | 77.9% | 100.0% | 82.9% | 100.0% | 82.5% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 0.4 | 0.0 | 0.5 | 0.0 | 0.6 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-06-30 | Open | Open | 100% | $24.23 | $28.02 | 15.64% | Mark-to-Market |
| 2025-05-06 | 2025-06-30 | Interest | 100% | $1.00 | $1.01 | 0.64% | Interest Income |
| 2025-05-01 | 2025-05-06 | Completed | 100% | $21.89 | $21.81 | -0.41% | Signal |
| 2025-04-07 | 2025-05-01 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2023-02-01 | 2025-04-07 | Completed | 100% | $15.33 | $19.06 | 24.29% | Stop |
| 2022-03-11 | 2023-02-01 | Interest | 100% | $1.00 | $1.03 | 2.88% | Interest Income |
| 2020-07-06 | 2022-03-11 | Completed | 100% | $11.66 | $16.01 | 37.27% | Signal |
| 2020-04-01 | 2020-07-06 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2020-03-24 | 2020-04-01 | Completed | 100% | $8.56 | $9.01 | 5.27% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-03-26 | 2020-03-02 | Completed | 100% | $10.06 | $10.84 | 7.77% | Stop |
| 2018-12-12 | 2019-03-26 | Interest | 100% | $1.00 | $1.01 | 0.74% | Interest Income |
| 2016-04-26 | 2018-12-12 | Completed | 100% | $7.02 | $9.46 | 34.82% | Signal |
| 2016-01-14 | 2016-04-26 | Interest | 100% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2015-12-15 | 2016-01-14 | Completed | 100% | $6.84 | $6.36 | -6.91% | Signal |
| 2015-08-25 | 2015-12-15 | Interest | 100% | $1.00 | $1.01 | 0.67% | Interest Income |
| 2012-01-26 | 2015-08-25 | Completed | 100% | $4.15 | $6.60 | 59.22% | Stop |
| 2011-10-25 | 2012-01-26 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
Return Distribution Analysis
