(SCHW) Charles Schwab - Performance 24.9% in 12m
SCHW performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
65.34%
#21 in Peer-Group
Rel. Strength
71.72%
#2101 in Stock-Universe
Total Return 12m
24.91%
#33 in Peer-Group
Total Return 5y
186.00%
#28 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 27.1 |
| P/E Forward | 21.3 |
| High / Low | USD |
|---|---|
| 52 Week High | 91.34 USD |
| 52 Week Low | 61.13 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 76.14 |
| Buy/Sell Signal +-5 | 0.86 |
| Support / Resistance | Levels |
|---|---|
| Support | 88.7, 87.3, 82.5, 80.7, 74.3 |
| Resistance |
12m Total Return: SCHW (24.9%) vs XLF (28.2%)
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 |
-1.8% | 34.1% | 397% | 25.3 | 21.7 | 1.76 | 81.0% | 30.5% |
| RJF NYSE Raymond James Financial |
9.13% | 31.4% | 269% | 14.3 | 12.9 | 1.68 | 21.5% | 13.1% |
| PJT NYSE PJT Partners |
11.3% | 54.3% | 259% | 29.2 | 27.3 | 1.36 | 1.0% | 6.52% |
| SF NYSE Stifel Financial |
15.3% | 31% | 271% | 18.6 | 11.4 | 0.85 | -37.4% | -26.8% |
| SCHW NYSE Charles Schwab |
3.67% | 24.9% | 186% | 27.1 | 21.3 | 1.13 | 7.50% | 11.9% |
| EVR NYSE Evercore Partners |
21.8% | 35.5% | 437% | 23.7 | 26.7 | 1.13 | -38.0% | 2.04% |
| BGC NASDAQ BGC |
15.8% | 26.2% | 329% | 36.7 | - | 1.22 | 26.1% | 38.4% |
| MC NYSE Moelis |
15.1% | 19% | 181% | 25.5 | 29 | 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 | 3.67% | 3.57% | 4.99% |
| 3 Months | 16.60% | 5.26% | 10.23% |
| 12 Months | 24.91% | 28.15% | 14.42% |
| 5 Years | 186.00% | 146.06% | 110.17% |
| Trend Score (consistency of price movement) | SCHW | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 90.4% | 52.8% | 79.1% |
| 3 Months | 93.8% | 83.9% | 95.5% |
| 12 Months | 81.6% | 78% | 44.7% |
| 5 Years | 41% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th53.62 | 0.09% | -1.26% |
| 3 Month | %th73.91 | 10.77% | 5.77% |
| 12 Month | %th52.17 | -2.52% | 9.17% |
| 5 Years | %th57.97 | 16.23% | 36.08% |
FAQs
Does Charles Schwab (SCHW) outperform the market?
No,
over the last 12 months SCHW made 24.91%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 28.15%.
Over the last 3 months SCHW made 16.60%, while XLF made 5.26%.
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 | -0.5% | -1.3% | 17.8% | 10% |
| US NASDAQ 100 | QQQ | -0.1% | -1.7% | 16.3% | 11% |
| German DAX 40 | DAX | 0.5% | 4.2% | 6.2% | -5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.3% | -0.5% | 17.3% | 7% |
| Hongkong Hang Seng | HSI | 1.5% | -3.5% | -0.8% | -12% |
| India NIFTY 50 | INDA | 0.6% | 1.7% | 20.4% | 25% |
| Brasil Bovespa | EWZ | -3.2% | -4.3% | -5.2% | 11% |
SCHW vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.4% | -2% | 13.5% | -1% |
| Consumer Discretionary | XLY | -1.6% | 0.8% | 24.7% | 6% |
| Consumer Staples | XLP | -0.8% | 3.8% | 18.3% | 15% |
| Energy | XLE | -1.1% | -2.4% | 22.6% | 26% |
| Financial | XLF | -0.6% | 0.1% | 14.6% | -3% |
| Health Care | XLV | 0.6% | 1.2% | 25.3% | 30% |
| Industrial | XLI | -1.3% | -0.5% | 11% | 1% |
| Materials | XLB | -3.6% | -2.1% | 13.6% | 18% |
| Real Estate | XLRE | 0.4% | 2.8% | 19.2% | 12% |
| Technology | XLK | 0% | -5.4% | 14.8% | 13% |
| Utilities | XLU | 0.8% | 4.1% | 16.5% | 2% |
| Aerospace & Defense | XAR | -0.7% | -3.9% | -0.6% | -23% |
| Biotech | XBI | -0.1% | -0.7% | 31.9% | 32% |
| Homebuilder | XHB | -5.4% | -8% | 23.8% | 19% |
| Retail | XRT | -3.1% | -1.8% | 23% | 15% |
SCHW vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -1.4% | -5.01% | 26.3% | 32% |
| Natural Gas | UNG | 4.4% | 12.3% | 33.9% | 31% |
| Gold | GLD | 1% | 4.5% | -1.5% | -19% |
| Silver | SLV | 1% | -1.6% | 1.1% | 2% |
| Copper | CPER | -2.8% | -2.5% | -2.8% | 8% |
SCHW vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.3% | 0.4% | 22.3% | 24% |
| iShares High Yield Corp. Bond | HYG | 1% | 1.8% | 19.7% | 14% |