SCHW
The Charles Schwab Corporation
Stock
$97.74−1.36 (−1.37%)Close Sep 30, 2026
Sep 22, 1987 – Sep 30, 2026
| $10,000 became | CAGR | Max drawdown | Sharpe ratio |
|---|---|---|---|
| $4,058,576 | 16.64% | −86.79% | 0.57 |
| $10,000 became | $4,058,576 |
|---|---|
| CAGR | 16.64% |
| Max drawdown | −86.79% |
| Sharpe ratio | 0.57 |
Loading the growth chart…
Growth of $10,000
- SCHW
Trailing returns
| Period | SCHW |
|---|---|
| 1M | −11.27% |
| 3M | +6.24% |
| 6M | +5.71% |
| YTD | −1.20% |
| 1Y | +3.69% |
| 3Y | +22.88% |
| 5Y | +7.49% |
| 10Y | +13.41% |
| 15Y | +16.94% |
| 20Y | +10.49% |
| 25Y | +10.38% |
| 30Y | +13.13% |
| Since 1987 | +16.64% |
Metrics
| Return | SCHW |
|---|---|
| Final balance | $4,058,576 |
| Total return | 40,485.76% |
| CAGR | 16.64% |
| Calendar years | SCHW |
| Best year | 304.00% |
| Worst year | −45.35% |
| Positive years | 29 of 38 |
| Risk | SCHW |
| Max drawdown | −86.79% |
| Longest drawdown | 17.7 years |
| Volatility (annualized) | 43.84% |
| Risk-adjusted | SCHW |
| Sharpe ratio | 0.57 |
| Sortino ratio | 0.87 |
| Calmar ratio | 0.19 |
| Return | SCHW |
|---|---|
| Final balance | $4,058,576 |
| Total return | 40,485.76% |
| CAGR | 16.64% |
| Calendar years | SCHW |
| Best year | 304.00% |
| Worst year | −45.35% |
| Positive years | 29 of 38 |
| Risk | SCHW |
|---|---|
| Max drawdown | −86.79% |
| Longest drawdown | 17.7 years |
| Volatility (annualized) | 43.84% |
| Risk-adjusted | SCHW |
| Sharpe ratio | 0.57 |
| Sortino ratio | 0.87 |
| Calmar ratio | 0.19 |
Worst drawdowns
| Decline | Peak | Bottom | Recovered |
|---|---|---|---|
| −86.8% | Apr 1999 | Mar 2003 | Jan 2017 |
| −65.4% | Sep 1987 | Dec 1987 | Mar 1990 |
| −53.8% | Mar 1992 | Sep 1992 | Apr 1993 |
| −51.1% | May 2018 | Mar 2020 | Jan 2021 |
| −49.7% | Jan 2022 | May 2023 | Jun 2025 |
Annual returns
| Year | SCHW |
|---|---|
| 1987from Sep 22 | −63.64% |
| 1988 | +12.50% |
| 1989 | +106.97% |
| 1990 | −17.27% |
| 1991 | +304.00% |
| 1992 | −13.22% |
| 1993 | +87.31% |
| 1994 | +8.76% |
| 1995 | +74.43% |
| 1996 | +60.20% |
| 1997 | +97.55% |
| 1998 | +101.79% |
| 1999 | +36.35% |
| 2000 | +11.42% |
| 2001 | −45.35% |
| 2002 | −29.55% |
| 2003 | +9.65% |
| 2004 | +1.76% |
| 2005 | +23.56% |
| 2006 | +32.90% |
| 2007 | +39.94% |
| 2008 | −36.02% |
| 2009 | +18.07% |
| 2010 | −7.77% |
| 2011 | −33.13% |
| 2012 | +29.88% |
| 2013 | +83.30% |
| 2014 | +17.18% |
| 2015 | +9.92% |
| 2016 | +21.01% |
| 2017 | +31.15% |
| 2018 | −18.43% |
| 2019 | +16.38% |
| 2020 | +13.57% |
| 2021 | +60.23% |
| 2022 | +0.11% |
| 2023 | −15.97% |
| 2024 | +9.17% |
| 2025 | +36.65% |
| 2026to Sep 30 | −1.20% |