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SCHW: The Charles Schwab Corporation (STOCK)
Basic Info 95.8 2.7(2.90%) July 18
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/22/1987 |
| Last Dividend Date: | 05/09/2025 |
| 12-Mo. Yield | 1.67% |
| Expenses | - |
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Performance Analytics (As of 07/18/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/22/1987 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.2 | 30.3 | 56.0 | 17.8 | 25.1 | 12.1 | 14.6 | 11.7 | 10.6 | 9.2 | -16.0 | 0.1 | 60.2 | 13.6 | 16.4 | -18.2 | 31.2 | 21.3 | 10.2 | 17.2 | 83.3 | 29.9 | -33.1 | -7.8 | 18.1 | -36.0 | 33.4 | 32.9 | 23.6 | 1.8 | 9.7 | -29.6 | -45.3 | -25.7 | 36.2 | 34.0 | 31.1 | 59.0 | 73.1 | 7.7 | 23.9 | -14.0 | 167.0 | -18.0 | 105.6 | 12.5 | -63.6 |
| Sharpe Ratio | NA | 2.13 | 1.96 | 0.43 | 0.69 | 0.31 | NA | NA | 0.19 | 0.1 | -0.48 | -0.04 | 1.99 | 0.25 | 0.51 | -0.7 | 1.36 | 0.61 | 0.34 | 0.64 | 3.26 | 1.15 | -0.84 | -0.28 | 0.32 | -0.5 | 0.96 | 1.0 | 0.83 | 0.03 | 0.19 | -0.5 | -0.71 | -0.37 | 0.42 | 0.44 | 0.51 | 1.35 | 1.44 | 0.12 | 0.38 | -0.35 | 2.99 | -0.58 | 2.58 | 0.23 | -1.26 |
| Draw Down(%) | NA | 17.2 | 17.2 | 44.5 | 49.7 | 51.0 | NA | NA | 91.2 | 21.4 | 44.5 | 36.9 | 15.8 | 41.8 | 26.0 | 35.3 | 13.8 | 32.3 | 23.0 | 18.2 | 10.5 | 22.7 | 44.0 | 35.4 | 31.5 | 43.7 | 20.9 | 22.7 | 17.3 | 39.5 | 46.9 | 59.7 | 72.8 | 59.9 | 63.1 | 31.3 | 36.0 | 19.9 | 41.4 | 28.1 | 39.9 | 54.0 | 41.1 | 39.9 | 25.0 | 31.6 | 65.4 |
| Standard Deviation(%) | NA | 28.2 | 26.9 | 33.4 | 33.6 | 34.3 | NA | NA | 45.9 | 25.9 | 42.5 | 36.4 | 30.3 | 52.9 | 29.5 | 27.9 | 22.6 | 34.3 | 29.6 | 26.8 | 25.6 | 26.2 | 39.6 | 28.2 | 55.4 | 73.1 | 31.7 | 29.6 | 25.8 | 31.2 | 46.8 | 61.7 | 67.6 | 80.2 | 78.1 | 70.1 | 54.3 | 40.8 | 48.2 | 38.9 | 57.9 | 46.9 | 54.2 | 40.3 | 38.7 | 34.6 | 80.6 |
| Treynor Ratio | NA | 0.66 | 0.63 | 0.16 | 0.24 | 0.1 | NA | NA | 0.06 | 0.04 | -0.15 | -0.01 | 0.48 | 0.13 | 0.11 | -0.16 | 0.16 | 0.11 | 0.07 | 0.1 | 0.58 | 0.21 | -0.24 | -0.08 | 0.12 | -0.25 | 0.22 | 0.15 | 0.17 | 0.0 | 0.04 | -0.16 | -0.22 | -0.16 | 0.12 | 0.15 | 0.19 | 0.27 | 0.23 | 0.02 | 0.07 | -0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.15 | 0.14 | 0.02 | 0.05 | 0.01 | NA | NA | 0.02 | -0.02 | -0.16 | 0.1 | 0.09 | 0.0 | -0.07 | -0.04 | -0.03 | 0.01 | 0.05 | -0.01 | 0.09 | 0.03 | -0.15 | -0.09 | -0.05 | 0.15 | 0.1 | 0.03 | 0.07 | -0.06 | -0.15 | 0.1 | -0.06 | 0.08 | 0.02 | 0.04 | 0.01 | 0.07 | -0.07 | 0.07 | 0.05 | -0.09 | NA | NA | NA | NA | NA |
| Beta | NA | 0.91 | 0.84 | 0.92 | 0.97 | 1.12 | NA | NA | 1.52 | 0.68 | 1.39 | 0.93 | 1.26 | 1.02 | 1.32 | 1.25 | 1.92 | 1.88 | 1.37 | 1.73 | 1.44 | 1.43 | 1.36 | 1.01 | 1.51 | 1.45 | 1.41 | 1.93 | 1.25 | 1.77 | 2.09 | 1.95 | 2.22 | 1.88 | 2.74 | 2.04 | 1.44 | 2.05 | 3.05 | 2.24 | 2.97 | 2.01 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.58 | 0.39 | 0.24 | 0.27 | 0.37 | NA | NA | 0.33 | 0.12 | 0.2 | 0.41 | 0.32 | 0.45 | 0.32 | 0.58 | 0.36 | 0.56 | 0.5 | 0.58 | 0.4 | 0.52 | 0.7 | 0.45 | 0.58 | 0.65 | 0.5 | 0.48 | 0.26 | 0.42 | 0.54 | 0.62 | 0.51 | 0.32 | 0.36 | 0.35 | 0.21 | 0.31 | 0.23 | 0.29 | 0.2 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.7 | 1.7 | 1.6 | 2.6 | 2.0 | 3.6 | 3.4 | N/A | 1.4 | 1.2 | 1.0 | 1.4 | 1.5 | 1.6 | 1.1 | 0.8 | 1.1 | 1.0 | 0.9 | 1.6 | 2.0 | 1.4 | 1.2 | 1.5 | 0.9 | 1.0 | 0.9 | 0.8 | 0.6 | 0.4 | 0.3 | 0.2 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -46.0 | 4.0 | 36.7 | 85.1 | 209.2 | 542.2 | N/A | N/A | 0.0 | 19.0 | 16.7 | 0.0 | 5.9 | 15.3 | 84.4 | -5.9 | 13.3 | 25.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 9.1 | 10.0 | 48.1 | 51.7 | 20.3 | 48.0 | 13.6 | 0.0 | -12.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/22/1987
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