Performance of SCHW Charles Schwab | 46.5% in 12m
Compare SCHW with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?
Compare Charles Schwab with its related Sector/Index XLF
Performance Duell SCHW vs XLF
| TimeFrame | SCHW | XLF |
|---|---|---|
| 1 Day | 0.84% | 0.00% |
| 1 Week | -0.82% | -1.85% |
| 1 Month | 3.04% | -3.65% |
| 3 Months | 20.2% | 4.36% |
| 6 Months | 42.4% | 25.00% |
| 12 Months | 46.5% | 24.18% |
| YTD | 8.35% | 7.29% |
| Rel. Perf. 1m | 0.68 | |
| Rel. Perf. 3m | -0.19 | |
| Rel. Perf. 6m | 1.49 | |
| Rel. Perf. 12m | 1.64 |
Is Charles Schwab a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Charles Schwab is currently (May 2024)
neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 3.83 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SCHW as of May 2024 is 72.52. This means that SCHW is currently overvalued and has a potential downside of -2.75% (Sold with Premium).
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SCHW as of May 2024 is 72.52. This means that SCHW is currently overvalued and has a potential downside of -2.75% (Sold with Premium).
Is SCHW a buy, sell or hold?
- Strong Buy: 8
- Buy: 5
- Hold: 7
- Sell: 1
- Strong Sell: 1
Values above 0%: SCHW is performing better - Values below 0%: SCHW is underperforming
Compare SCHW with Broad Market Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.18% | 7.22% | 23.16% | 24.34% |
| US NASDAQ 100 | QQQ | 0.35% | 8.31% | 23.85% | 14.80% |
| US Dow Jones Industrial 30 | DIA | 0.62% | 7.15% | 27.43% | 33.02% |
| German DAX 40 | DBXD | 0.06% | 5.04% | 22.38% | 33.04% |
| UK FTSE 100 | ISFU | -2.31% | 1.15% | 26.66% | 37.82% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.65% | 2.47% | 40.98% | 59.16% |
| Hongkong Hang Seng | HSI | -4.88% | -0.03% | 43.94% | 65.75% |
| Japan Nikkei 225 | EXX7 | -0.06% | 9.06% | 27.62% | 27.54% |
| India NIFTY 50 | INDA | -1.59% | 1.25% | 21.63% | 18.80% |
| Brasil Bovespa | EWZ | -1.34% | 5.18% | 37.19% | 28.63% |
SCHW Charles Schwab vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.98% | 7.55% | 22.11% | 14.07% |
| Consumer Discretionary | XLY | -1.01% | 7.42% | 28.60% | 26.37% |
| Consumer Staples | XLP | 0.38% | 4.00% | 30.06% | 46.87% |
| Energy | XLE | 3.50% | 6.28% | 32.18% | 33.38% |
| Financial | XLF | 1.03% | 6.69% | 17.39% | 22.32% |
| Health Care | XLV | -0.62% | 7.06% | 28.83% | 40.04% |
| Industrial | XLI | -0.11% | 6.06% | 18.49% | 23.91% |
| Materials | XLB | -1.67% | 6.90% | 24.08% | 33.57% |
| Real Estate | XLRE | 0.35% | 9.81% | 31.65% | 46.23% |
| Technology | XLK | 1.08% | 10.03% | 25.74% | 16.74% |
| Utilities | XLU | -1.97% | -0.42% | 28.58% | 45.44% |
| Aerospace & Defense | XAR | -2.48% | 4.64% | 24.10% | 26.58% |
| Biotech | XBI | -4.86% | 9.99% | 13.18% | 40.07% |
| Homebuilder | XHB | -0.39% | 10.26% | 3.46% | 0.55% |
| Retail | XRT | 0.89% | 12.19% | 19.80% | 28.11% |
Does Charles Schwab outperform its market, is SCHW a Sector Leader?
Yes, over the last 12 months Charles Schwab (SCHW) made 46.50%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 24.18%.
Over the last 3 months SCHW made 20.23%, while XLF made 4.36%.
Yes, over the last 12 months Charles Schwab (SCHW) made 46.50%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 24.18%.
Over the last 3 months SCHW made 20.23%, while XLF made 4.36%.
| Period | SCHW | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 3.04% | -3.65% | -4.18% |
| 3 Months | 20.23% | 4.36% | 2.60% |
| 12 Months | 46.50% | 24.18% | 22.16% |