(SCHW) Charles Schwab - Performance 6.3% in 12m
Compare SCHW with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
52.68%
#30 in Group
Rel. Strength
62.48%
#2907 in Universe
Total Return 12m
6.31%
#33 in Group
Total Return 5y
122.73%
#37 in Group
P/E 26.8
81th Percentile in Group
P/E Forward 18.9
68th Percentile in Group
PEG 0.91
17th Percentile in Group
FCF Yield 2.35%
35th Percentile in Group
12m Total Return: SCHW (6.3%) vs XLF (16.3%)
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 |
|---|---|---|---|---|---|---|---|---|
| PJT NYSE PJT Partners |
-16% | 41% | 206% | 29 | 22.5 | 1.36 | 15.8% | 36.6% |
| LPLA NASDAQ LPL Financial Holdings |
-12.8% | 19.3% | 506% | 23.9 | 17.6 | 1.33 | 70.0% | 22.6% |
| RJF NYSE Raymond James Financial |
-13.1% | 1.95% | 228% | 13.6 | 13 | 1.69 | 68.9% | 14.3% |
| SF NYSE Stifel Financial |
-16.9% | 13.7% | 252% | 15 | 11.4 | 0.85 | -1.20% | 12% |
| EVR NYSE Evercore Partners |
-23.9% | -6.6% | 303% | 22 | 15 | 1.13 | -55.5% | 0.91% |
| MC NYSE Moelis |
-22.3% | -2.17% | 145% | 32.5 | 21.7 | 1.97 | -59.5% | 3.52% |
| LAZ NYSE Lazard |
-20.8% | -0.86% | 113% | 16.1 | 12.3 | 1 | -42.7% | 3.53% |
| SCHW NYSE Charles Schwab |
-4.16% | 6.31% | 123% | 26.8 | 18.9 | 0.91 | -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 | -4.16% | -7.49% | -7.79% |
| 3 Months | 0.90% | -1.50% | -9.06% |
| 12 Months | 6.31% | 16.29% | 4.64% |
| 5 Years | 122.73% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | SCHW | XLF | S&P 500 |
| 1 Month | 59.2% | 58.6% | -5.5% |
| 3 Months | -3.30% | -8.5% | -61.9% |
| 12 Months | 49.5% | 92.9% | 82.8% |
| 5 Years | 42.7% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #27 | 3.60% | 3.93% |
| 3 Month | #22 | 2.43% | 11.0% |
| 12 Month | #34 | -8.58% | 1.59% |
| 5 Years | #38 | -10.5% | 2.20% |
FAQs
Does SCHW Charles Schwab outperforms the market?
No,
over the last 12 months SCHW made 6.31%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months SCHW made 0.90%, while XLF made -1.50%.
Over the last 3 months SCHW made 0.90%, while XLF made -1.50%.
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 | -0.58% | 3.63% | 23.8% | 1.67% |
| US NASDAQ 100 | QQQ | 0.49% | 5.04% | 25.0% | 3.75% |
| US Dow Jones Industrial 30 | DIA | -1.75% | 1.88% | 21.7% | 1.06% |
| German DAX 40 | DAX | -1.70% | 2.16% | 4.86% | -11.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.30% | -3.36% | 34.0% | -1.79% |
| Hongkong Hang Seng | HSI | -4.09% | -5.14% | 27.3% | -10.2% |
| India NIFTY 50 | INDA | -4.76% | -11.2% | 29.0% | 6.56% |
| Brasil Bovespa | EWZ | -5.94% | -13.2% | 24.6% | 17.6% |
SCHW vs. Sectors SCHW is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.26% | 3.94% | 15.4% | -6.69% |
| Consumer Discretionary | XLY | 0.12% | 5.47% | 20.8% | -0.79% |
| Consumer Staples | XLP | -7.44% | -2.88% | 16.6% | -6.60% |
| Energy | XLE | 0.66% | -3.70% | 23.4% | 14.0% |
| Financial | XLF | -0.98% | 3.33% | 11.8% | -9.98% |
| Health Care | XLV | -4.67% | -0.22% | 23.6% | 5.33% |
| Industrial | XLI | -0.64% | 1.91% | 24.6% | 4.17% |
| Materials | XLB | -1.83% | -0.13% | 30.3% | 15.1% |
| Real Estate | XLRE | -4.47% | 1.44% | 24.1% | -3.60% |
| Technology | XLK | 1.76% | 6.40% | 31.0% | 11.5% |
| Utilities | XLU | -7.89% | -4.35% | 20.5% | -18.6% |
| Aerospace & Defense | XAR | -0.96% | -0.77% | 18.8% | -8.88% |
| Biotech | XBI | 2.70% | 4.55% | 38.0% | 20.4% |
| Homebuilder | XHB | 1.11% | 2.78% | 43.9% | 21.2% |
| Retail | XRT | 0.47% | 4.37% | 30.5% | 17.9% |