Performance analysis of Charles Schwab (SCHW-P-J)
Annual Return
Over the past 3 years, SCHW-P-J has had an average annual return of +0.54%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, SCHW-P-J has had an average annual return of -2.83%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Mar 24, 2021, SCHW-P-J has had an average annual return of -1.61%, underperforming the benchmark SPY, which returned +15.18% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -4.08% | +1.69% | +4.70% | +12.36% | -25.29% | +7.24% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.82% | -0.06% | -5.91% | +3.67% | -2.48% | -0.91% | -4.08% | ||||||
| 2025 | +1.28% | +1.80% | -2.22% | +0% | -2.62% | +1.72% | +2.91% | +0.97% | +1.29% | +1.53% | -4.15% | -0.59% | +1.69% |
| 2024 | +5.80% | +3.11% | +1.13% | -7.15% | +3.84% | -1.52% | +0.70% | +7.19% | +4.59% | -4.74% | +1.24% | -8.19% | +4.70% |
| 2023 | +17.35% | -3.08% | -6.98% | +7.26% | -2.89% | -0.71% | +0.10% | -0.02% | -4.27% | -5.16% | +9.59% | +3.14% | +12.36% |
| 2022 | -7.04% | -3.68% | -0.91% | -11.98% | +6.70% | -3.54% | +9.40% | -7.19% | -6.97% | -3.67% | +12.14% | -8.90% | -25.29% |
| 2021 | -0.20% | +1.80% | +2.09% | +2.75% | +0.91% | -0.17% | -0.84% | +0.54% | -1.79% | +2.03% | +7.24% |
Drawdown analysis of Charles Schwab (SCHW-P-J)
The maximum drawdown for the SCHW-P-J was -30.65%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current SCHW-P-J drawdown is -15.65%.
Since Mar 24, 2021 SCHW-P-J has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.65% | Sep 15, 2021 | 527 | Oct 19, 2023 | Ongoing | Ongoing | Ongoing |
| -1.72% | Jul 2, 2021 | 6 | Jul 13, 2021 | 14 | Aug 2, 2021 | 20 |
| -1.38% | Aug 16, 2021 | 10 | Aug 30, 2021 | 11 | Sep 15, 2021 | 21 |
| -1.31% | May 7, 2021 | 4 | May 13, 2021 | 7 | May 24, 2021 | 11 |
| -1.12% | Apr 15, 2021 | 11 | Apr 30, 2021 | 5 | May 7, 2021 | 16 |
| -0.92% | Aug 6, 2021 | 1 | Aug 9, 2021 | 4 | Aug 13, 2021 | 5 |
| -0.87% | Jun 4, 2021 | 8 | Jun 16, 2021 | 9 | Jun 29, 2021 | 17 |
| -0.76% | Mar 25, 2021 | 3 | Mar 30, 2021 | 2 | Apr 1, 2021 | 5 |
| -0.65% | May 26, 2021 | 2 | May 28, 2021 | 1 | Jun 1, 2021 | 3 |
| -0.15% | Aug 2, 2021 | 2 | Aug 4, 2021 | 2 | Aug 6, 2021 | 4 |
| -0.04% | Apr 8, 2021 | 1 | Apr 9, 2021 | 1 | Apr 12, 2021 | 2 |