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Schwab 5-10 Year Corporate Bond ETF (SCHI)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US8085246986

CUSIP

808524698

Inception Date

Oct 10, 2019

Region

North America (U.S.)

Leveraged

1x

Index Tracked

Bloomberg US Aggregate Credit - Corporate (5-10 Y)

Asset Class

Bond

Expense Ratio

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


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

Schwab 5-10 Year Corporate Bond ETF (SCHI) returned 2.78% year-to-date (YTD) and 6.55% over the past 12 months.


SCHI

YTD

2.78%

1M

0.95%

6M

2.77%

1Y

6.55%

5Y*

1.14%

10Y*

N/A

^GSPC (Benchmark)

YTD

1.30%

1M

12.79%

6M

1.49%

1Y

12.35%

5Y*

15.12%

10Y*

10.89%

*Annualized

Monthly Returns

The table below presents the monthly returns of SCHI, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.68%2.02%-0.02%0.31%-0.21%2.78%
20240.04%-1.40%1.19%-2.27%2.02%0.76%2.61%1.67%1.61%-2.49%1.26%-1.56%3.34%
20234.41%-3.28%3.18%0.67%-1.30%0.16%0.35%-0.73%-2.62%-1.62%5.94%3.94%8.97%
2022-2.55%-1.51%-3.12%-4.83%1.25%-2.72%3.72%-3.65%-4.94%-0.34%5.05%-0.87%-14.06%
2021-0.89%-1.63%-1.53%1.10%0.52%1.21%1.15%-0.25%-1.11%-0.37%-0.27%0.26%-1.85%
20202.18%1.05%-6.96%4.84%2.60%2.21%2.14%-0.38%-0.28%-0.15%1.98%0.56%9.74%
2019-74.86%-0.07%0.51%-74.75%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SCHI is 71, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SCHI is 7171
Overall Rank
The Sharpe Ratio Rank of SCHI is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of SCHI is 8787
Sortino Ratio Rank
The Omega Ratio Rank of SCHI is 8383
Omega Ratio Rank
The Calmar Ratio Rank of SCHI is 2020
Calmar Ratio Rank
The Martin Ratio Rank of SCHI is 8080
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Schwab 5-10 Year Corporate Bond ETF (SCHI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Schwab 5-10 Year Corporate Bond ETF Sharpe ratios as of May 18, 2025 (values are recalculated daily):

  • 1-Year: 1.16
  • 5-Year: 0.18
  • All Time: -0.64

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Schwab 5-10 Year Corporate Bond ETF compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Schwab 5-10 Year Corporate Bond ETF provided a 5.10% dividend yield over the last twelve months, with an annual payout of $1.14 per share. The fund has been increasing its distributions for 3 consecutive years.


1.00%2.00%3.00%4.00%5.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.20201920202021202220232024
Dividends
Dividend Yield
PeriodTTM202420232022202120202019
Dividend$1.14$1.13$0.96$0.67$0.50$0.62$0.13

Dividend yield

5.10%5.12%4.28%3.10%1.93%2.31%0.53%

Monthly Dividends

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.11$0.10$0.09$0.09$0.38
2024$0.00$0.10$0.09$0.10$0.09$0.10$0.09$0.10$0.10$0.09$0.10$0.18$1.13
2023$0.00$0.06$0.07$0.02$0.08$0.09$0.10$0.09$0.09$0.09$0.09$0.18$0.96
2022$0.00$0.05$0.05$0.05$0.05$0.05$0.06$0.05$0.06$0.06$0.06$0.13$0.67
2021$0.00$0.03$0.05$0.04$0.05$0.04$0.04$0.05$0.04$0.04$0.04$0.09$0.50
2020$0.00$0.06$0.05$0.05$0.05$0.05$0.06$0.05$0.05$0.05$0.05$0.09$0.62
2019$0.04$0.09$0.13

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 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 78.09%, occurring on Mar 20, 2020. The portfolio has not yet recovered.

The current Schwab 5-10 Year Corporate Bond ETF drawdown is 72.95%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-78.09%Oct 11, 2019111Mar 20, 2020

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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