Seasonal Evaluation for Schwab U.S. Large-Cap Growth ETF (SCHG)
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% | 81.25% | 75.00% | 81.25% |
| Median Return | 4.74% | 4.91% | 4.15% | 7.21% |
| Average Return | 5.93% | 3.13% | 4.98% | 7.07% |
| Maximum Gain | 17.45% | 27.69% | 13.60% | 14.27% |
| Gain Year | 2023 | 2020 | 2020 | 2023 |
| Maximum Loss | -14.09% | -22.40% | -15.45% | -15.49% |
| 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 | 78.13% | 78.13% | 78.13% | 78.13% |
| Median Return | 5.88% | 4.85% | 4.91% | 5.97% |
| Average Return | 6.50% | 3.91% | 4.26% | 5.98% |
| Maximum Gain | 17.45% | 27.69% | 27.69% | 14.27% |
| Gain Year | 2023 | 2020 | 2020 | 2023 |
| Maximum Loss | -15.49% | -22.40% | -22.40% | -15.49% |
| Loss Year | 2018 | 2022 | 2022 | 2018 |
| Based on the past 16 years (2010-2025) | ||||