Performance analysis of Charles Schwab (SCHW-P-D)
Annual Return
Over the past 3 years, SCHW-P-D has had an average annual return of +4.96%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, SCHW-P-D has had an average annual return of +5.25%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, SCHW-P-D has had an average annual return of +5.14%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Mar 9, 2016, SCHW-P-D has had an average annual return of +5.60%, underperforming the benchmark SPY, which returned +15.77% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.31% | +5.66% | +6.06% | +12.98% | -1.79% | +3.71% | +4.01% | +12.12% | -1.91% | +14.18% | +3.35% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.32% | +0.84% | -3.61% | +2.80% | -0.75% | -0.17% | +0.31% | ||||||
| 2025 | +0.72% | +1.24% | -1.35% | +0.28% | -0.49% | +0.82% | +1.34% | +2.33% | -0.60% | +0.24% | +0.89% | +0.16% | +5.66% |
| 2024 | +1.07% | +1.24% | -0.20% | -1.43% | +2.39% | -0% | -0.72% | +2.18% | +0.15% | +0.96% | +1.71% | -1.37% | +6.06% |
| 2023 | +6.62% | +0.84% | -7.84% | +9.29% | +0.99% | -0.16% | +1.32% | -0.41% | -2.01% | -7.14% | +12.07% | +0.56% | +12.98% |
| 2022 | +0.94% | +0.09% | -0.23% | -0.35% | +1.98% | -1.54% | +3.09% | -1.42% | -1.69% | -6.27% | +10.38% | -5.80% | -1.79% |
| 2021 | -0.77% | -0.42% | -0% | +0.67% | +0.64% | +0.20% | +0.75% | +0.75% | +0.12% | +1.10% | +0.12% | +0.51% | +3.71% |
| 2020 | +0.99% | -3.10% | -1.64% | +3.89% | +2.10% | -1.59% | +2.58% | -0.26% | -1.49% | +0.70% | +1.17% | +0.81% | +4.01% |
| 2019 | +4.32% | +2.76% | -1.70% | +0.57% | +1.57% | +0.72% | +2.47% | -1.27% | +2.39% | -0.78% | -0.98% | +1.60% | +12.12% |
| 2018 | -2.56% | +0.91% | +0.08% | -0.69% | +1.17% | +1.12% | +0.49% | -0.25% | -1.70% | +1.45% | -1.15% | -0.71% | -1.91% |
| 2017 | +3.97% | +2.14% | +0.68% | +2.35% | +1.01% | +1.53% | +1.39% | +0.41% | -0.91% | +0.96% | +0.80% | -0.88% | +14.18% |
Drawdown analysis of Charles Schwab (SCHW-P-D)
The maximum drawdown for the SCHW-P-D was -16.58%, occurring on Mar 23, 2020. Recovery took 45 trading sessions.
The current SCHW-P-D drawdown is -1.86%.
Since Mar 9, 2016 SCHW-P-D has experienced the following drawdowns:
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.58% | Feb 11, 2020 | 28 | Mar 23, 2020 | 45 | May 27, 2020 | 73 |
| -10.95% | Aug 3, 2022 | 57 | Oct 24, 2022 | 64 | Jan 26, 2023 | 121 |
| -10.01% | Sep 8, 2016 | 70 | Dec 16, 2016 | 77 | Apr 10, 2017 | 147 |
| -9.88% | Sep 19, 2023 | 24 | Oct 23, 2023 | 24 | Nov 27, 2023 | 48 |
| -8.98% | Feb 17, 2023 | 15 | Mar 13, 2023 | 32 | Apr 27, 2023 | 47 |
| -6.85% | Nov 24, 2017 | 48 | Feb 5, 2018 | 243 | Jan 24, 2019 | 291 |
| -4.33% | Jun 2, 2022 | 7 | Jun 13, 2022 | 25 | Jul 20, 2022 | 32 |
| -3.90% | Aug 26, 2020 | 20 | Sep 24, 2020 | 211 | Jul 28, 2021 | 231 |
| -3.73% | Feb 17, 2026 | 29 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -3.58% | Mar 6, 2019 | 16 | Mar 28, 2019 | 46 | Jun 4, 2019 | 62 |
| -3.58% | Jul 31, 2023 | 16 | Aug 22, 2023 | 16 | Sep 14, 2023 | 32 |
| -3.49% | Mar 25, 2025 | 13 | Apr 11, 2025 | 49 | Jun 24, 2025 | 62 |
| -3.14% | Mar 29, 2022 | 30 | May 11, 2022 | 11 | May 26, 2022 | 41 |
| -3.14% | Apr 28, 2023 | 4 | May 4, 2023 | 12 | May 22, 2023 | 16 |
| -3.04% | Jul 21, 2017 | 54 | Oct 6, 2017 | 30 | Nov 17, 2017 | 84 |
| -2.71% | Mar 8, 2024 | 28 | Apr 18, 2024 | 23 | May 21, 2024 | 51 |
| -2.66% | Oct 4, 2019 | 24 | Nov 7, 2019 | 33 | Dec 26, 2019 | 57 |
| -2.47% | Aug 2, 2019 | 29 | Sep 13, 2019 | 6 | Sep 23, 2019 | 35 |
| -2.37% | Jun 8, 2020 | 4 | Jun 12, 2020 | 26 | Jul 21, 2020 | 30 |
| -2.16% | Nov 29, 2024 | 28 | Jan 13, 2025 | 9 | Jan 27, 2025 | 37 |
| -2.10% | Apr 11, 2016 | 4 | Apr 15, 2016 | 13 | May 4, 2016 | 17 |
| -1.96% | Sep 17, 2025 | 9 | Sep 30, 2025 | 65 | Jan 2, 2026 | 74 |
| -1.91% | Sep 16, 2024 | 10 | Sep 30, 2024 | 28 | Nov 7, 2024 | 38 |
| -1.91% | Jun 2, 2023 | 13 | Jun 22, 2023 | 18 | Jul 19, 2023 | 31 |
| -1.83% | Jun 20, 2019 | 6 | Jun 28, 2019 | 3 | Jul 3, 2019 | 9 |