Seasonal Evaluation for Schwab US Dividend Equity ETF (SCHD)
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 | 64.29% | 71.43% | 71.43% | 78.57% |
| Median Return | 3.16% | 1.63% | 3.80% | 7.31% |
| Average Return | 5.68% | 2.07% | 4.42% | 7.18% |
| Maximum Gain | 14.49% | 16.06% | 9.69% | 17.07% |
| Gain Year | 2021 | 2020 | 2024 | 2020 |
| Maximum Loss | -21.54% | -8.30% | -6.41% | -10.64% |
| Loss Year | 2020 | 2022 | 2022 | 2018 |
| Based on the past 14 years (2012-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 71.43% | 71.43% | 67.86% | 75.00% |
| Median Return | 4.40% | 2.51% | 2.11% | 4.10% |
| Average Return | 6.46% | 3.02% | 3.34% | 5.70% |
| Maximum Gain | 17.07% | 16.06% | 16.06% | 17.07% |
| Gain Year | 2020 | 2020 | 2020 | 2020 |
| Maximum Loss | -21.54% | -8.30% | -21.54% | -10.64% |
| Loss Year | 2020 | 2022 | 2020 | 2018 |
| Based on the past 14 years (2012-2025) | ||||