Seasonal Evaluation for Schwab U.S. Broad Market ETF (SCHB)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| 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) | ||||