(SCHW) Charles Schwab - Performance 25.2% in 12m
SCHW performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
63.64%
#22 in Peer-Group
Rel. Strength
74.40%
#1948 in Stock-Universe
Total Return 12m
25.17%
#30 in Peer-Group
Total Return 5y
164.44%
#26 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 26.7 |
| P/E Forward | 20.8 |
| High / Low | USD |
|---|---|
| 52 Week High | 89.91 USD |
| 52 Week Low | 61.13 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 78.20 |
| Buy/Sell Signal +-5 | 1.88 |
| Support / Resistance | Levels |
|---|---|
| Support | 88.8, 87.3, 82.7, 80.7, 73.5 |
| Resistance |
12m Total Return: SCHW (25.2%) vs XLF (23.6%)
5y Drawdown (Underwater) Chart
Top Performer in Investment Banking & Brokerage
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| LPLA NASDAQ LPL Financial Holdings |
-1.5% | 34.7% | 387% | 26.3 | 20.2 | 1.64 | 81.0% | 30.5% |
| RJF NYSE Raymond James Financial |
-3.56% | 26.5% | 234% | 14 | 12.6 | 1.64 | 21.5% | 13.1% |
| PJT NYSE PJT Partners |
2.49% | 46.5% | 223% | 27.3 | 28 | 1.36 | 1.0% | 6.52% |
| SF NYSE Stifel Financial |
-0.81% | 22.1% | 235% | 18 | 11.1 | 0.85 | -37.4% | -26.8% |
| EVR NYSE Evercore Partners |
3.1% | 22.2% | 376% | 22.5 | 25.6 | 1.13 | -38.0% | 2.04% |
| SCHW NYSE Charles Schwab |
0.76% | 25.2% | 164% | 26.7 | 20.8 | 1.1 | 7.50% | 11.9% |
| BGC NASDAQ BGC |
-4.39% | 20.8% | 259% | 37.6 | - | 1.22 | 26.1% | 38.4% |
| MC NYSE Moelis |
-7.18% | 9.46% | 120% | 26.1 | 29.2 | 1.97 | -40.2% | -14% |
Performance Comparison: SCHW vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for SCHW
| Total Return (including Dividends) | SCHW | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 0.76% | -2.71% | 0.44% |
| 3 Months | 16.30% | 2.80% | 6.81% |
| 12 Months | 25.17% | 23.58% | 10.31% |
| 5 Years | 164.44% | 131.07% | 105.96% |
| Trend Score (consistency of price movement) | SCHW | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 36.8% | -9% | 83% |
| 3 Months | 85.7% | 64.3% | 77.5% |
| 12 Months | 77.6% | 78.5% | 43.1% |
| 5 Years | 41.1% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #21 | 3.57% | 0.33% |
| 3 Month | #20 | 13.13% | 8.88% |
| 12 Month | #30 | 1.28% | 13.47% |
| 5 Years | #27 | 14.44% | 28.40% |
FAQs
Does Charles Schwab (SCHW) outperform the market?
Yes,
over the last 12 months SCHW made 25.17%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 23.58%.
Over the last 3 months SCHW made 16.30%, while XLF made 2.80%.
Performance Comparison SCHW vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
SCHW vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.4% | 0.3% | 19.8% | 15% |
| US NASDAQ 100 | QQQ | 2.4% | -0.6% | 19.6% | 15% |
| German DAX 40 | DAX | 4.4% | 3.4% | 7.6% | -3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.3% | 1.1% | 21.5% | 14% |
| Hongkong Hang Seng | HSI | 3.3% | -3.1% | 2.7% | -2% |
| India NIFTY 50 | INDA | 4.5% | 2.6% | 22% | 28% |
| Brasil Bovespa | EWZ | 0.4% | -0.7% | -5.4% | 15% |
SCHW vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.7% | -0.8% | 15.8% | 1% |
| Consumer Discretionary | XLY | 3.7% | 3.9% | 29.9% | 8% |
| Consumer Staples | XLP | 3% | 3% | 20.8% | 19% |
| Energy | XLE | -0.4% | -3.6% | 15.8% | 23% |
| Financial | XLF | 3.2% | 3.5% | 16.1% | 2% |
| Health Care | XLV | 3.6% | 1.6% | 24.5% | 32% |
| Industrial | XLI | 3.1% | 2.2% | 14.1% | 8% |
| Materials | XLB | 2.9% | 1.1% | 19.5% | 26% |
| Real Estate | XLRE | 2.1% | 1.4% | 17.9% | 13% |
| Technology | XLK | 1.2% | -2.3% | 18% | 20% |
| Utilities | XLU | 2.1% | 3.2% | 13.1% | 5% |
| Aerospace & Defense | XAR | 2.7% | -3.5% | 0.7% | -15% |
| Biotech | XBI | 3.7% | -2.9% | 30.4% | 33% |
| Homebuilder | XHB | 5% | 7.3% | 34.7% | 35% |
| Retail | XRT | 3.8% | 0.7% | 26.5% | 23% |
SCHW vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -8.3% | -19.3% | 9.55% | 21% |
| Natural Gas | UNG | -11.6% | -14.8% | -2% | 35% |
| Gold | GLD | 1.1% | -3.3% | -7.3% | -19% |
| Silver | SLV | 0.7% | -12.3% | -1.6% | 2% |
| Copper | CPER | 0.6% | -3.6% | 3.9% | 16% |
SCHW vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.1% | -0.3% | 23.4% | 30% |
| iShares High Yield Corp. Bond | HYG | 1.7% | 0.1% | 18.1% | 16% |