schwab

The chart shows the growth of an initial investment of $10,000 in schwab, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

Based on dividend-adjusted daily data since Aug 22, 2025, schwab's average daily return is +0.06%, while the average monthly return is +1.11%. At this rate, your investment would double in approximately 5.2 years.

Historically, 78% of months were positive and 22% were negative. The best month was Feb 2026 with a return of +5.1%, while the worst month was Mar 2026 at -5.1%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 1 months.

On a daily basis, schwab closed higher 60% of trading days. The best single day was Mar 31, 2026 with a return of +1.8%, while the worst single day was Jan 30, 2026 at -2.0%.

schwab has an annualized alpha of 14.41%, beta of 0.44, and R² of 0.41 versus S&P 500 Index. Calculated based on daily prices since August 22, 2025.

• This portfolio captured 94.60% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -12.51%) — a profile typical of hedging or uncorrelated assets.
• Beta of 0.44 may look defensive, but with R² of 0.41 this portfolio is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this portfolio's risk.
• R² of 0.41 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

schwab has an expense ratio of 0.63%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

There isn't enough data available to calculate the Sharpe ratio for schwab. This metric is based on the past 12 months of trading data. Please check back later for updated information.

schwab provided a 22.50% dividend yield over the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the schwab. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the schwab was 6.91%, occurring on Mar 20, 2026. The portfolio has not yet recovered.

The current schwab drawdown is 4.13%.

The chart below shows the rolling one-month volatility.