SCHD; BTC(FBTC ) ( $150;$150)HSA
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
BTC-USD Bitcoin | 50% | |
SCHD Schwab US Dividend Equity ETF | Large Cap Growth Equities, Dividend | 50% |
Performance
Performance Chart
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The earliest data available for this chart is Oct 20, 2011, corresponding to the inception date of SCHD
Returns By Period
As of May 15, 2025, the SCHD; BTC(FBTC ) ( $150;$150)HSA returned 3.78% Year-To-Date and 62.10% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 0.19% | 9.00% | -1.55% | 12.31% | 15.59% | 10.78% |
| SCHD; BTC(FBTC ) ( $150;$150)HSA | 3.78% | 12.18% | 3.99% | 37.41% | 48.20% | 62.10% |
| Portfolio components: | ||||||
SCHD Schwab US Dividend Equity ETF | -3.97% | 1.56% | -8.72% | 1.64% | 13.38% | 10.34% |
BTC-USD Bitcoin | 11.50% | 23.22% | 15.00% | 69.24% | 62.03% | 83.80% |
Monthly Returns
The table below presents the monthly returns of SCHD; BTC(FBTC ) ( $150;$150)HSA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.75% | -7.92% | -1.62% | 2.42% | 5.79% | 3.78% | |||||||
| 2024 | 0.45% | 22.87% | 11.65% | -10.94% | 7.47% | -4.31% | 4.37% | -4.09% | 4.49% | 6.26% | 24.03% | -4.41% | 66.29% |
| 2023 | 20.93% | -1.38% | 13.05% | 1.48% | -5.97% | 9.56% | -1.21% | -7.69% | 0.79% | 16.51% | 8.02% | 10.27% | 79.76% |
| 2022 | -9.74% | 4.53% | 4.19% | -10.59% | -5.09% | -20.10% | 8.37% | -6.65% | -6.04% | 9.33% | -0.46% | -3.54% | -33.51% |
| 2021 | 6.64% | 22.25% | 21.83% | -0.47% | -21.07% | -3.65% | 9.77% | 8.19% | -5.67% | 24.37% | -5.20% | -8.72% | 44.93% |
| 2020 | 13.98% | -8.60% | -19.42% | 24.17% | 6.89% | -2.26% | 16.07% | 3.91% | -5.67% | 16.83% | 32.37% | 34.65% | 157.96% |
| 2019 | -0.64% | 7.44% | 3.89% | 16.35% | 29.22% | 19.99% | -4.30% | -3.51% | -8.26% | 7.48% | -10.75% | -1.99% | 59.33% |
| 2018 | -12.34% | -2.46% | -16.09% | 10.94% | -7.07% | -5.00% | 10.24% | -2.10% | -1.19% | -5.50% | -9.72% | -8.79% | -41.68% |
| 2017 | 0.11% | 12.57% | -4.92% | 13.51% | 40.83% | 5.87% | 11.78% | 46.85% | -5.86% | 40.19% | 50.40% | 29.87% | 667.28% |
| 2016 | -8.38% | 9.22% | 0.66% | 3.59% | 10.03% | 15.84% | -3.14% | -4.62% | 3.35% | 7.75% | 5.14% | 18.60% | 70.62% |
| 2015 | -17.88% | 10.16% | -3.06% | -1.04% | -0.81% | 4.18% | 4.21% | -12.04% | 0.77% | 19.80% | 10.28% | 7.15% | 17.24% |
| 2014 | 2.79% | -16.25% | -5.96% | 0.38% | 15.17% | 1.90% | -4.67% | -5.92% | -7.17% | -2.71% | 5.51% | -4.44% | -22.11% |
Expense Ratio
SCHD; BTC(FBTC ) ( $150;$150)HSA has an expense ratio of 0.03%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 86, SCHD; BTC(FBTC ) ( $150;$150)HSA is among the top 14% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
SCHD Schwab US Dividend Equity ETF | 0.10 | -0.34 | 0.95 | 0.13 | -0.97 |
BTC-USD Bitcoin | 1.36 | 3.16 | 1.33 | 2.56 | 11.96 |
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Dividends
Dividend yield
SCHD; BTC(FBTC ) ( $150;$150)HSA provided a 2.00% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 2.00% | 1.82% | 1.75% | 1.70% | 1.39% | 1.58% | 1.49% | 1.53% | 1.31% | 1.44% | 1.49% | 1.31% |
| Portfolio components: | ||||||||||||
SCHD Schwab US Dividend Equity ETF | 4.00% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
BTC-USD Bitcoin | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the SCHD; BTC(FBTC ) ( $150;$150)HSA. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the SCHD; BTC(FBTC ) ( $150;$150)HSA was 65.66%, occurring on Apr 16, 2013. Recovery took 202 trading sessions.
The current SCHD; BTC(FBTC ) ( $150;$150)HSA drawdown is 5.43%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.66% | Apr 11, 2013 | 6 | Apr 16, 2013 | 202 | Nov 4, 2013 | 208 |
| -60.37% | Dec 5, 2013 | 406 | Jan 14, 2015 | 709 | Dec 23, 2016 | 1115 |
| -59.54% | Dec 17, 2017 | 374 | Dec 25, 2018 | 681 | Nov 5, 2020 | 1055 |
| -49.14% | Nov 9, 2021 | 328 | Oct 2, 2022 | 457 | Jan 2, 2024 | 785 |
| -33.89% | Apr 16, 2021 | 96 | Jul 20, 2021 | 90 | Oct 18, 2021 | 186 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 2 assets, with an effective number of assets of 2.00, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | SCHD | BTC-USD | Portfolio | |
|---|---|---|---|---|
| ^GSPC | 1.00 | 0.85 | 0.14 | 0.32 |
| SCHD | 0.85 | 1.00 | 0.08 | 0.26 |
| BTC-USD | 0.14 | 0.08 | 1.00 | 0.96 |
| Portfolio | 0.32 | 0.26 | 0.96 | 1.00 |