Seasonal Analysis for Schwab U.S. Broad Market ETF (SCHB)
The following two tables show the seasonal performance of Schwab U.S. Broad Market ETF, with the stock symbol SCHB. The first table is a quarterly analysis. The second table is a semi-annual analysis that shows not only the two half-years but also the performance of the summer and winter half-years.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 75.00% | 75.00% | 68.75% | 93.75% |
| Median Return | 5.88% | 3.15% | 4.50% | 6.83% |
| Average Return | 5.47% | 3.54% | 3.84% | 5.83% |
| Maximum Gain | 14.01% | 22.06% | 11.51% | 14.72% |
| Gain Year | 2019 | 2020 | 2010 | 2020 |
| Maximum Loss | -20.93% | -16.89% | -15.00% | -14.30% |
| Loss Year | 2020 | 2022 | 2011 | 2018 |
| Based on the past 16 years (2010-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 84.38% | 71.88% | 75.00% | 81.25% |
| Median Return | 6.34% | 3.61% | 3.61% | 6.11% |
| Average Return | 5.67% | 3.68% | 4.40% | 4.89% |
| Maximum Gain | 14.72% | 22.06% | 22.06% | 14.72% |
| Gain Year | 2020 | 2020 | 2020 | 2020 |
| Maximum Loss | -20.93% | -16.89% | -20.93% | -15.00% |
| Loss Year | 2020 | 2022 | 2020 | 2011 |
| Based on the past 16 years (2010-2025) | ||||