Financial Stocks: Compare Returns of S&P 500 to The Charles Schwab Corporation (SCHW)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and SCHW | ||
|---|---|---|
| S&P 500 | SCHW | |
| Start Date | Dec-01-2014 | Dec-31-2014 |
| Start Price | $2,727.44 | $26.74 |
| End Date | Dec-01-2024 | Dec-10-2024 |
| End Price | $6,090.27 | $82.32 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Feb-29-2016 |
| Min Price | $2,503.97 | $22.42 |
| Max Date | Dec-01-2024 | Jan-31-2022 |
| Max Price | $6,090.27 | $84.05 |
| Total Return | 123.30% | 207.81% |
| Annualized Return | 8.29% | 11.80% |
| Current Value of $1,000 Purchase | $2,233 | $3,078 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 31.86% | 55.88% |
| Minimum Return | -25.54% | -39.58% |
| Maximum Return | 143.22% | 274.85% |
| Number Profitable Returns | 6,531 | 5,925 |
| Percent Profitable Returns | 89.96% | 81.61% |
| Number Unprofitable Returns | 729 | 1,335 |
| Percent Unprofitable Returns | 10.04% | 18.39% |
| Profitable to Unprofitable Returns Ratio | 8.96 | 4.44 |
SCHW Performance Table and Chart
SCHW Dividend Chart
SCHW Dollar-cost Average
SCHW Trendline Chart
SCHW Moving Average Chart
SCHW Stock Return Map - See Patterns of Gains and Losses
SCHW Stock Returns/Purchase Dates