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SCHZ

Schwab U.S. Aggregate Bond ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-09-10
Executive Summary
The quantitative backtest for SCHZ (Schwab U.S. Aggregate Bond ETF) using the Moving Average (50/200)* strategy in a Investing context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -10.3% (compared to the benchmark's drawdown of -18.7%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 1.9%, compared to a Buy-and-Hold benchmark return of 1.9%. The strategy executed 11 total trades.

* Moving Average (50/200): Classic Moving Average Crossover (e.g., 50-day crossing 200-day). The foundational basis of research-grade trend following.

🛡️ SCHZ Drawdown Shield & Downside Protection

Why Drawdown Dictates Longevity →
Peak Drawdown Defense
-10.3% (vs -18.7% B&H)
+8.5% shallower drawdown
Drawdown Shield
8.5% Cut
Protected capital vs -18.7% B&H
Capital Sheltered from Risk
29.5% of Time
Earning Treasury yield during downturns
* Drawdown Shield demonstrates how systematic trend-following bounded historical drawdowns and protected principal capital compared to passive Buy & Hold.

📊 SCHZ Quality Metrics & KPI Summary

Metric 1Y5Y10YFull
StrategyB&HStrategyB&HStrategyB&HStrategyB&H
Max Drawdown-2.69%-2.99%-5.00%-17.89%-10.27%-18.74%-10.27%-18.74%
Sharpe Ratio0.21-0.140.35-0.090.410.230.490.39
Sortino Ratio0.30-0.220.44-0.140.380.280.460.47
CAGR0.72%-0.53%1.49%-0.52%1.79%1.27%1.95%1.94%
% Time Invested86.5%100.0%67.1%100.0%70.0%100.0%70.5%100.0%
Trades / Year0.00.00.60.00.70.00.80.0

Cumulative Growth Performance

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Hydrating Performance Trajectory... Loading historical performance data
Figure 1: Cumulative Trajectory Analysis. Logarithmic growth comparison of SCHZ under the Moving Average (50/200) strategy (Investing) versus Buy & Hold. The strategy produced a 1.9% CAGR with a -10.3% Max Drawdown across 11 trade signals (compared to Buy & Hold's 1.9% CAGR and -18.7% Max Drawdown).

Return Distribution Analysis

Histogram of monthly return distribution for SCHZ under Moving Average (50/200) strategy in Investing context, illustrating downside risk mitigation and return skewness.
Figure 2: Monthly Return Distribution Profile. Monthly return distribution for SCHZ under Moving Average (50/200) (Investing). Visualizes return frequency, volatility clustering, and tail-risk truncation relative to standard buy-and-hold returns.
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Top 5 non-correlated asset sleeves evaluated on 1Y daily percentage returns (Pearson r). Compare them side-by-side in Compare Studio to analyze portfolio diversification.

Diversifier Asset Category 1Y Correlation (r) Action
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Trade History

This log shows every signal-driven transition. Completed trades reflect standard market cycles. An Open or Mark-to-Market exit denotes an active position (either in the primary asset or a cash/yield sleeve) valued at the current price for reporting purposes. Interest entries record yield accrued from cash or cash alternatives (like BIL) during out-of-market defensive periods.

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
🔒 Active Positions & Recent Execution Signals Hidden
Trading on delayed data carries high execution risk. Current allocations, pending next-day rebalances, and active execution signals (last 60 days) require a Premium subscription.
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2025-02-24 2025-03-18 Interest (CASH) 100% $1.00 $1.00 0.27% Interest Income
2024-01-04 2025-02-24 Completed 100% $20.76 $21.52 3.59% Signal
2023-08-22 2024-01-04 Interest (CASH) 100% $1.00 $1.02 2.01% Interest Income
2023-02-06 2023-08-22 Completed 100% $20.47 $19.80 -3.31% Signal
2022-01-07 2023-02-06 Interest (CASH) 100% $1.00 $1.03 2.51% Interest Income
2021-08-04 2022-01-07 Completed 100% $23.18 $22.55 -2.78% Signal
2021-02-26 2021-08-04 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2018-12-06 2021-02-26 Completed 100% $19.65 $22.58 14.84% Signal
2018-11-05 2018-12-06 Interest (CASH) 100% $1.00 $1.00 0.20% Interest Income
2018-08-30 2018-11-05 Completed 100% $19.69 $19.37 -1.67% Signal
2018-02-12 2018-08-30 Interest (CASH) 100% $1.00 $1.01 1.03% Interest Income
2017-03-24 2018-02-12 Completed 100% $19.37 $19.50 0.62% Signal
2016-12-08 2017-03-24 Interest (CASH) 100% $1.00 $1.00 0.16% Interest Income
2016-02-03 2016-12-08 Completed 100% $19.07 $19.21 0.67% Signal
2016-01-11 2016-02-03 Interest (CASH) 100% $1.00 $1.00 0.02% Interest Income
2015-10-15 2016-01-11 Completed 100% $19.00 $18.92 -0.47% Signal
2015-07-07 2015-10-15 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2014-01-27 2015-07-07 Completed 100% $17.86 $18.76 4.95% Signal
2014-01-02 2014-01-27 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2013-12-27 2014-01-02 Completed 100% $17.67 $17.66 -0.15% Signal
2013-07-09 2013-12-27 Interest (CASH) 100% $1.00 $1.00 0.02% Interest Income

Next Steps: Portfolio Integration & Comparative Analysis

Single-ticker trend following is designed to truncate tail risk inside a broader portfolio. View where SCHZ ranks across 40+ tracked assets, evaluate correlation against non-correlated diversifiers, or model it inside a custom all-weather asset mix.

📊 View Full 40-Asset Backtest Matrix → 🛠️ Build Custom Portfolio with SCHZ → ⚖️ Compare SCHZ vs Non-Correlated Assets →