Seasonal Evaluation for Schwab U.S. Large-Cap ETF (SCHX)
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% | 87.50% |
| Median Return | 5.79% | 3.32% | 4.26% | 6.92% |
| Average Return | 5.34% | 2.40% | 3.88% | 7.07% |
| Maximum Gain | 13.73% | 21.46% | 11.42% | 13.27% |
| Gain Year | 2019 | 2020 | 2010 | 2020 |
| Maximum Loss | -19.79% | -16.72% | -14.31% | -13.60% |
| 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 | 81.25% | 78.13% | 78.13% | 81.25% |
| Median Return | 6.04% | 3.68% | 3.68% | 5.85% |
| Average Return | 6.21% | 3.02% | 3.53% | 5.36% |
| Maximum Gain | 13.73% | 21.46% | 21.46% | 13.27% |
| Gain Year | 2019 | 2020 | 2020 | 2020 |
| Maximum Loss | -19.79% | -16.72% | -19.79% | -14.31% |
| Loss Year | 2020 | 2022 | 2020 | 2011 |
| Based on the past 16 years (2010-2025) | ||||