(SCHW) Charles Schwab - Performance 11.6% in 12m
Compare SCHW with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
56.65%
#25 in Group
Rel. Strength
64.12%
#2864 in Universe
Total Return 12m
11.63%
#36 in Group
Total Return 5y
145.21%
#34 in Group
P/E 24.2
86th Percentile in Group
P/E Forward 18.9
67th Percentile in Group
PEG 1.00
35th Percentile in Group
FCF Yield 0.79%
35th Percentile in Group
12m Total Return: SCHW (11.6%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
-2.25% | 19.4% | 435% | 22.4 | 16.7 | 1.36 | 59.1% | 34.9% |
| RJF NYSE Raymond James Financial |
-0.99% | 13.9% | 255% | 13.2 | 12.9 | 1.68 | 66.1% | 10.4% |
| PJT NYSE PJT Partners |
2.78% | 51.1% | 228% | 27.5 | 25 | 1.36 | -1.80% | 29.3% |
| SF NYSE Stifel Financial |
-9.09% | 9.18% | 235% | 16.4 | 10.1 | 0.85 | -4.40% | 8.95% |
| EVR NYSE Evercore Partners |
2.79% | 14.6% | 364% | 21.7 | 20.3 | 1.13 | -58.5% | -2.93% |
| MC NYSE Moelis |
-8.19% | 13.5% | 150% | 23.9 | 27.7 | 1.97 | -49.9% | -11.4% |
| SCHW NYSE Charles Schwab |
3.99% | 11.6% | 145% | 24.2 | 18.9 | 1 | -8.40% | 6.95% |
| LAZ NYSE Lazard |
-10.2% | 5.39% | 101% | 14.6 | 15.5 | 1 | -37.2% | -28.4% |
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 | 3.99% | -2.11% | -0.87% |
| 3 Months | -1.27% | -4.92% | -7.58% |
| 12 Months | 11.63% | 22.69% | 11.88% |
| 5 Years | 145.21% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | SCHW | XLF | S&P 500 |
| 1 Month | 64.3% | 27.8% | 23% |
| 3 Months | -53.3% | -81% | -88.5% |
| 12 Months | 52.0% | 83.7% | 55.1% |
| 5 Years | 41.2% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #19 | 6.22% | 4.90% |
| 3 Month | #21 | 3.84% | 6.83% |
| 12 Month | #36 | -9.02% | -0.22% |
| 5 Years | #35 | 0.13% | 16.6% |
FAQs
Does SCHW Charles Schwab outperforms the market?
No,
over the last 12 months SCHW made 11.63%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months SCHW made -1.27%, while XLF made -4.92%.
Over the last 3 months SCHW made -1.27%, while XLF made -4.92%.
Performance Comparison SCHW vs Indeces and Sectors
SCHW vs. Indices SCHW is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.99% | 4.86% | 17.6% | -0.25% |
| US NASDAQ 100 | QQQ | -0.04% | 2.59% | 17.1% | -1.04% |
| US Dow Jones Industrial 30 | DIA | 1.93% | 7.17% | 17.7% | 2.43% |
| German DAX 40 | DAX | 2.22% | 2.67% | -1.96% | -13.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.95% | 6.81% | 20.6% | 5.67% |
| Hongkong Hang Seng | HSI | 1.98% | 3.93% | 15.6% | -2.26% |
| India NIFTY 50 | INDA | 3.83% | -0.07% | 17.3% | 8.56% |
| Brasil Bovespa | EWZ | 1.79% | -0.61% | 13.9% | 17.5% |
SCHW vs. Sectors SCHW is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.74% | 5.04% | 11.4% | -12.3% |
| Consumer Discretionary | XLY | 0.91% | 4.09% | 15.1% | -1.69% |
| Consumer Staples | XLP | 4.49% | 3.79% | 12.3% | 0.43% |
| Energy | XLE | 5.47% | 17.9% | 23.4% | 22.7% |
| Financial | XLF | 2.38% | 6.10% | 9.96% | -11.1% |
| Health Care | XLV | 1.07% | 7.78% | 19.3% | 9.91% |
| Industrial | XLI | 0.57% | 3.88% | 16.9% | 2.04% |
| Materials | XLB | 1.60% | 6.42% | 25.0% | 15.2% |
| Real Estate | XLRE | 2.51% | 5.30% | 18.5% | -6.46% |
| Technology | XLK | -1.46% | 2.30% | 20.9% | 3.90% |
| Utilities | XLU | 3.83% | 3.93% | 15.4% | -10.2% |
| Aerospace & Defense | XAR | 0.04% | -2.40% | 4.03% | -14.9% |
| Biotech | XBI | -0.31% | 1.71% | 30.2% | 13.5% |
| Homebuilder | XHB | 1.68% | 6.26% | 32.4% | 18.7% |
| Retail | XRT | 2.56% | 4.55% | 23.1% | 14.4% |