Performance analysis of Charles Schwab (SCHW)
Annual Return
Over the past 3 years, SCHW has had an average annual return of +17.23%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, SCHW has had an average annual return of +9.52%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, SCHW has had an average annual return of +15.38%, outperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 1, 1999, SCHW has had an average annual return of +6.59%, underperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.35% | +36.65% | +9.16% | -15.96% | +0.10% | +60.21% | +13.59% | +16.36% | -18.43% | +31.17% | +21.01% | +9.92% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +17.17% | +83.28% | +29.92% | -33.12% | -7.77% | +18.07% | -36.00% | +40.06% | +32.88% | +23.56% | +1.77% | +9.66% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -29.55% | -45.35% | +11.43% | -1.58% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.01% | -8.08% | -1.28% | -2.49% | -4.34% | +5.63% | +11.13% | +3.35% | |||||
| 2025 | +11.77% | -3.53% | -1.57% | +3.99% | +8.87% | +3.28% | +7.11% | -1.66% | -0.38% | -1.00% | -1.61% | +7.74% | +36.65% |
| 2024 | -8.55% | +6.56% | +8.33% | +2.22% | -0.58% | +0.56% | -11.53% | +0.26% | -0.44% | +9.29% | +17.24% | -10.57% | +9.16% |
| 2023 | -7.02% | +0.96% | -32.78% | -0.27% | +1.39% | +7.57% | +16.62% | -10.17% | -7.19% | -5.21% | +18.38% | +12.20% | -15.96% |
| 2022 | +4.28% | -3.49% | -0.18% | -21.33% | +6.01% | -9.87% | +9.29% | +3.06% | +1.30% | +10.85% | +3.89% | +0.87% | +0.10% |
| 2021 | -2.83% | +20.14% | +5.61% | +8.01% | +5.17% | -1.41% | -6.68% | +7.47% | -0.01% | +12.62% | -5.45% | +8.67% | +60.21% |
| 2020 | -4.23% | -10.19% | -17.50% | +12.19% | -4.31% | -6.04% | -1.75% | +7.76% | +1.97% | +13.47% | +19.13% | +8.73% | +13.59% |
| 2019 | +12.62% | -1.26% | -7.06% | +7.06% | -8.76% | -3.41% | +7.54% | -11.05% | +9.30% | -2.68% | +22.07% | -3.92% | +16.36% |
| 2018 | +3.83% | -0.40% | -1.51% | +6.63% | +0.06% | -8.13% | -0.08% | -0.27% | -3.23% | -5.92% | -2.85% | -7.30% | -18.43% |
| 2017 | +4.49% | -1.81% | +0.99% | -4.80% | -0.05% | +10.86% | -0.14% | -6.82% | +9.62% | +2.52% | +9.01% | +5.29% | +31.17% |
Drawdown analysis of Charles Schwab (SCHW)
The maximum drawdown for the SCHW was -84.72%, occurring on Mar 11, 2003. Recovery took 3444 trading sessions.
The current SCHW drawdown is -3.68%.
Since Nov 1, 1999 SCHW has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -84.72% | Mar 24, 2000 | 741 | Mar 11, 2003 | 3444 | Nov 10, 2016 | 4185 |
| -51.08% | May 22, 2018 | 454 | Mar 12, 2020 | 207 | Jan 6, 2021 | 661 |
| -49.70% | Jan 14, 2022 | 326 | May 4, 2023 | 539 | Jun 30, 2025 | 865 |
| -28.26% | Nov 16, 1999 | 25 | Dec 22, 1999 | 47 | Mar 1, 2000 | 72 |
| -19.83% | Feb 9, 2026 | 75 | May 28, 2026 | Ongoing | Ongoing | Ongoing |
| -15.78% | Jan 12, 2021 | 12 | Jan 29, 2021 | 12 | Feb 17, 2021 | 24 |
| -13.78% | Mar 16, 2017 | 20 | Apr 13, 2017 | 55 | Jul 3, 2017 | 75 |
| -13.24% | Mar 12, 2018 | 18 | Apr 6, 2018 | 23 | May 9, 2018 | 41 |
| -12.64% | Jan 17, 2018 | 16 | Feb 8, 2018 | 20 | Mar 9, 2018 | 36 |
| -12.59% | Jul 5, 2017 | 45 | Sep 7, 2017 | 14 | Sep 27, 2017 | 59 |
| -12.27% | Jun 3, 2021 | 31 | Jul 19, 2021 | 29 | Aug 27, 2021 | 60 |
| -12.01% | Nov 4, 1999 | 5 | Nov 11, 1999 | 1 | Nov 12, 1999 | 6 |
| -9.76% | Aug 27, 2021 | 16 | Sep 21, 2021 | 4 | Sep 27, 2021 | 20 |
| -8.49% | Mar 10, 2000 | 3 | Mar 15, 2000 | 2 | Mar 17, 2000 | 5 |
| -8.20% | Oct 22, 2021 | 27 | Dec 1, 2021 | 11 | Dec 16, 2021 | 38 |
| -8.05% | Aug 12, 2025 | 71 | Nov 20, 2025 | 20 | Dec 19, 2025 | 91 |
| -7.73% | Jan 26, 2017 | 5 | Feb 2, 2017 | 18 | Mar 1, 2017 | 23 |
| -6.54% | Apr 5, 2021 | 11 | Apr 20, 2021 | 5 | Apr 27, 2021 | 16 |
| -6.34% | Mar 12, 2021 | 7 | Mar 23, 2021 | 8 | Apr 5, 2021 | 15 |
| -6.26% | Mar 3, 2000 | 3 | Mar 8, 2000 | 2 | Mar 10, 2000 | 5 |
| -5.87% | Sep 27, 2021 | 3 | Sep 30, 2021 | 10 | Oct 14, 2021 | 13 |
| -4.71% | Oct 9, 2017 | 8 | Oct 19, 2017 | 23 | Nov 21, 2017 | 31 |
| -4.22% | Feb 24, 2021 | 2 | Feb 26, 2021 | 3 | Mar 3, 2021 | 5 |
| -3.82% | Dec 16, 2021 | 2 | Dec 20, 2021 | 2 | Dec 22, 2021 | 4 |
| -3.66% | May 7, 2021 | 3 | May 12, 2021 | 2 | May 14, 2021 | 5 |