Schwab 1-5 Year Corporate Bond ETF (SCHJ)
SCHJ is a passive ETF by Charles Schwab tracking the investment results of the Bloomberg US Corporate (1-5 Y). SCHJ launched on Oct 10, 2019 and has a 0.05% expense ratio.
ETF Info
| ISIN | US8085247141 |
|---|---|
| CUSIP | 808524714 |
| Issuer | Charles Schwab |
| Inception Date | Oct 10, 2019 |
| Region | North America (U.S.) |
| Category | Corporate Bonds |
| Index Tracked | Bloomberg US Corporate (1-5 Y) |
| Asset Class | Bond |
Expense Ratio
SCHJ has an expense ratio of 0.05% which is considered to be low.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Schwab 1-5 Year Corporate Bond ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Schwab 1-5 Year Corporate Bond ETF had a return of 0.09% year-to-date (YTD) and 3.85% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 0.09% | 5.21% |
| 1 month | -0.22% | -4.30% |
| 6 months | 3.87% | 18.42% |
| 1 year | 3.85% | 21.82% |
| 5 years (annualized) | N/A | 11.27% |
| 10 years (annualized) | N/A | 10.33% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.26% | -0.45% | 0.72% | -0.31% | ||||||||
| 2023 | -0.15% | 2.42% | 1.86% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SCHJ is 69, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Schwab 1-5 Year Corporate Bond ETF(SCHJ)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Schwab 1-5 Year Corporate Bond ETF (SCHJ) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Schwab 1-5 Year Corporate Bond ETF granted a 3.39% dividend yield in the last twelve months. The annual payout for that period amounted to $1.62 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| Dividend | $1.62 | $1.44 | $0.77 | $0.48 | $1.30 | $0.21 |
Dividend yield | 3.39% | 2.98% | 1.64% | 0.94% | 2.54% | 0.42% |
Monthly Dividends
The table displays the monthly dividend distributions for Schwab 1-5 Year Corporate Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.16 | $0.15 | $0.15 | ||||||||
| 2023 | $0.00 | $0.11 | $0.10 | $0.11 | $0.11 | $0.11 | $0.13 | $0.11 | $0.13 | $0.14 | $0.13 | $0.27 |
| 2022 | $0.00 | $0.06 | $0.06 | $0.05 | $0.05 | $0.05 | $0.07 | $0.06 | $0.07 | $0.08 | $0.07 | $0.16 |
| 2021 | $0.00 | $0.03 | $0.05 | $0.03 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.08 |
| 2020 | $0.00 | $0.09 | $0.08 | $0.08 | $0.08 | $0.06 | $0.08 | $0.08 | $0.07 | $0.07 | $0.07 | $0.54 |
| 2019 | $0.06 | $0.15 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Schwab 1-5 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 1-5 Year Corporate Bond ETF was 13.62%, occurring on Mar 19, 2020. Recovery took 47 trading sessions.
The current Schwab 1-5 Year Corporate Bond ETF drawdown is 0.71%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -13.62% | Mar 6, 2020 | 10 | Mar 19, 2020 | 47 | May 27, 2020 | 57 |
| -9.43% | Aug 4, 2021 | 307 | Oct 20, 2022 | — | — | — |
| -1.27% | Dec 4, 2020 | 63 | Mar 8, 2021 | 103 | Aug 3, 2021 | 166 |
| -0.52% | Jun 11, 2020 | 1 | Jun 11, 2020 | 2 | Jun 15, 2020 | 3 |
| -0.5% | Sep 2, 2020 | 17 | Sep 25, 2020 | 13 | Oct 14, 2020 | 30 |
Volatility
Volatility Chart
The current Schwab 1-5 Year Corporate Bond ETF volatility is 0.81%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.