(SCHW) Charles Schwab - Performance 8.3% in 12m
Compare SCHW with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
54.16%
#27 in Group
Rel. Strength
58.70%
#3318 in Universe
Total Return 12m
8.25%
#37 in Group
Total Return 5y
132.91%
#34 in Group
P/E 25.5
83th Percentile in Group
P/E Forward 18.3
67th Percentile in Group
PEG 1.01
29th Percentile in Group
FCF Yield 2.69%
33th Percentile in Group
12m Total Return: SCHW (8.3%) vs XLF (19.3%)
5y Drawdown (Underwater) Chart
Top Performers in Investment Banking & Brokerage
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| LPLA NASDAQ LPL Financial Holdings |
-8.17% | 19.1% | 472% | 21.8 | 16.1 | 1.22 | 70.0% | 22.6% |
| RJF NYSE Raymond James Financial |
-5.38% | 14.3% | 238% | 13.2 | 12.3 | 1.6 | 68.8% | 14.3% |
| PJT NYSE PJT Partners |
-8.59% | 42.4% | 208% | 26.3 | 23.9 | 1.36 | 15.8% | 36.6% |
| SF NYSE Stifel Financial |
-15.8% | 11.2% | 218% | 13.3 | 9.78 | 0.85 | -16.1% | 10.6% |
| EVR NYSE Evercore Partners |
-9.03% | 9.02% | 335% | 20.3 | 18.9 | 1.13 | -55.5% | 0.91% |
| BGC NASDAQ BGC |
-8.32% | 11.1% | 226% | 34.2 | - | 1.22 | 12.1% | -11.1% |
| MC NYSE Moelis |
-16.5% | 8.67% | 161% | 27.9 | 27.2 | 1.97 | -57.4% | 4% |
| SCHW NYSE Charles Schwab |
-1% | 8.25% | 133% | 25.5 | 18.3 | 1.01 | -13.0% | 6.41% |
Performance Comparison: SCHW vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for SCHW
| Total Return (including Dividends) | SCHW | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -1.00% | -4.78% | -4.31% |
| 3 Months | -2.82% | -6.25% | -7.85% |
| 12 Months | 8.25% | 19.30% | 10.76% |
| 5 Years | 132.91% | 134.53% | 106.31% |
| Trend Score (consistency of price movement) | SCHW | XLF | S&P 500 |
| 1 Month | 5.10% | -30.6% | -35.6% |
| 3 Months | -68.8% | -83.1% | -89.7% |
| 12 Months | 49.8% | 84.9% | 58.3% |
| 5 Years | 41.6% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #17 | 3.97% | 3.46% |
| 3 Month | #23 | 3.67% | 5.47% |
| 12 Month | #38 | -9.26% | -2.26% |
| 5 Years | #36 | -0.69% | 12.9% |
FAQs
Does SCHW Charles Schwab outperforms the market?
No,
over the last 12 months SCHW made 8.25%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.30%.
Over the last 3 months SCHW made -2.82%, while XLF made -6.25%.
Over the last 3 months SCHW made -2.82%, while XLF made -6.25%.
Performance Comparison SCHW vs Indeces and Sectors
SCHW vs. Indices SCHW is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.49% | 3.31% | 16.4% | -2.51% |
| US NASDAQ 100 | QQQ | -2.45% | 3.24% | 16.4% | -3.76% |
| US Dow Jones Industrial 30 | DIA | 1.58% | 4.78% | 16.1% | 1.27% |
| German DAX 40 | DAX | 2.17% | 2.81% | -2.07% | -15.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 6.04% | 2.50% | 17.8% | -0.37% |
| Hongkong Hang Seng | HSI | 1.78% | 1.88% | 14.5% | -5.77% |
| India NIFTY 50 | INDA | 6.94% | -2.56% | 14.8% | 6.45% |
| Brasil Bovespa | EWZ | -0.24% | -2.97% | 11.9% | 13.8% |
SCHW vs. Sectors SCHW is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.35% | 4.58% | 7.62% | -14.2% |
| Consumer Discretionary | XLY | -2.84% | 3.04% | 13.2% | -6.10% |
| Consumer Staples | XLP | 6.97% | -3.75% | 11.0% | -1.24% |
| Energy | XLE | 2.86% | 10.6% | 18.8% | 20.2% |
| Financial | XLF | 1.47% | 3.78% | 8.26% | -11.1% |
| Health Care | XLV | 2.53% | 3.97% | 18.4% | 7.99% |
| Industrial | XLI | 1.34% | 3.07% | 16.0% | 1.34% |
| Materials | XLB | 2.76% | 3.51% | 23.3% | 13.6% |
| Real Estate | XLRE | 4.34% | 0.91% | 18.5% | -6.87% |
| Technology | XLK | -4.30% | 3.52% | 21.2% | 2.01% |
| Utilities | XLU | 3.66% | -2.68% | 13.3% | -12.2% |
| Aerospace & Defense | XAR | -0.05% | -0.70% | 5.09% | -18.7% |
| Biotech | XBI | 0.38% | 6.84% | 29.5% | 10.5% |
| Homebuilder | XHB | 1.26% | 5.02% | 31.3% | 16.2% |
| Retail | XRT | 2.30% | 1.93% | 20.5% | 11.9% |