Schwab 5-10 Year Corporate Bond ETF (SCHI)

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Schwab 5-10 Year Corporate Bond ETF (SCHI) is down 0.2% since the beginning of the year. SCHI is currently trading at $22 per share. Investors who bought $1,000 worth of SCHI shares 5 years ago would now be looking at an investment worth $1,060.

Schwab 5-10 Year Corporate Bond ETF (SCHI) has returned -0.21% so far this year and 5.52% over the past 12 months.

Based on dividend-adjusted daily data since Oct 10, 2019, SCHI's average daily return is +0.01%, while the average monthly return is +0.20%. At this rate, an investment would double in approximately 28.9 years.

Historically, 58% of months were positive and 42% were negative. The best month was Nov 2023 with a return of +5.9%, while the worst month was Mar 2020 at -7.0%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SCHI closed higher 52% of trading days. The best single day was Mar 23, 2020 with a return of +5.3%, while the worst single day was Mar 18, 2020 at -4.4%.

Schwab 5-10 Year Corporate Bond ETF has an annualized alpha of 3.00%, beta of 0.14, and R2 of 0.18 versus S&P 500 Index. Calculated based on daily prices since October 11, 2019.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (21.73%) than losses (19.20%) - typical of diversified or defensive assets.
• Beta of 0.14 may look defensive, but with R2 of 0.18 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R2 of 0.18 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

SCHI has an expense ratio of 0.05%, which is considered low.

SCHI ranks 41 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Schwab 5-10 Year Corporate Bond ETF (SCHI) and compare them to S&P 500 Index.

Schwab 5-10 Year Corporate Bond ETF provided a 5.07% dividend yield over the last twelve months, with an annual payout of $1.14 per share. The fund has been increasing its distributions for 4 consecutive years.

The table displays the monthly dividend distributions for Schwab 5-10 Year Corporate Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Schwab 5-10 Year Corporate Bond ETF. 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 Schwab 5-10 Year Corporate Bond ETF was 20.67%, occurring on Oct 20, 2022. Recovery took 688 trading sessions.

The current Schwab 5-10 Year Corporate Bond ETF drawdown is 1.76%.

The chart below shows the rolling one-month volatility.