The Charles Schwab Corporation (SCHW)

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The Charles Schwab Corporation (SCHW) is up 6.1% since the beginning of the year. At $105 per share, SCHW is trading just below its 52-week high of $108. Investors who bought $1,000 worth of SCHW shares 5 years ago would now be looking at an investment worth $1,655.

The Charles Schwab Corporation (SCHW) has returned 6.07% so far this year and 11.56% over the past 12 months. Looking at the last ten years, SCHW has achieved an annualized return of 15.65%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.

Based on dividend-adjusted daily data since Jun 30, 1989, SCHW's average daily return is +0.11%, while the average monthly return is +2.06%. At this rate, an investment would double in approximately 2.8 years.

Historically, 56% of months were positive and 44% were negative. The best month was Jul 1989 with a return of +50.3%, while the worst month was Mar 2023 at -32.8%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 7 months.

On a daily basis, SCHW closed higher 49% of trading days. The best single day was Jan 3, 2001 with a return of +26.2%, while the worst single day was Apr 14, 2000 at -17.4%.

The Charles Schwab Corporation has an annualized alpha of 12.90%, beta of 1.47, and R2 of 0.36 versus S&P 500 Index. Calculated based on daily prices since June 30, 1989.

• This stock captured 190.14% of S&P 500 Index gains and 132.38% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.36 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

SCHW ranks 54 for risk / return — above 54% of stocks peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.

The Charles Schwab Corporation provided a 1.12% dividend yield over the last twelve months, with an annual payout of $1.18 per share. The company has been increasing its dividends for 17 consecutive years.

The table displays the monthly dividend distributions for The Charles Schwab Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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 The Charles Schwab Corporation. 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 The Charles Schwab Corporation was 86.79%, occurring on Mar 11, 2003. Recovery took 3480 trading sessions.

The current The Charles Schwab Corporation drawdown is 1.15%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of The Charles Schwab Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how The Charles Schwab Corporation is priced in the market compared to other companies in the Capital Markets industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.