The total return over the past 12 months is +13.39% vs. +19.98% for the S&P 500. So far it's up +10.48% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +11.95% | +21.72% | +8.67% | +13.32% | +16.16% | +9.92% |
| Total Return CAGR | +13.39% | +23.40% | +10.14% | +14.78% | +17.62% | +11.29% |
| Revenue CAGR | +12.59% | +6.20% | +13.03% | +15.64% | +12.96% | +9.20% |
| Net Income CAGR | +38.62% | +13.61% | +17.12% | +19.82% | +19.20% | +12.92% |
| EPS CAGR | +47.99% | +9.96% | +17.05% | +16.23% | +18.22% | +11.20% |
| Free Cash Flow CAGR | (78.43%) | (31.87%) | +7.09% | +1.57% | +6.30% | +3.32% |
| Operating Cash Flow CAGR | (75.67%) | (31.04%) | (11.19%) | +2.14% | +6.72% | +3.94% |
| Dividends CAGR | +8.01% | +8.74% | +8.45% | +16.23% | +10.55% | +13.29% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
The Charles Schwab Corporation (SCHW)
| Year | Start price | End price | SCHW Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $99.91 | $109.29 | +10.48% | +13.55% | (3.07%) |
| 2025 | $74.01 | $99.91 | +36.65% | +17.72% | +18.93% |
| 2024 | $68.80 | $74.01 | +9.16% | +24.89% | (15.73%) |
| 2023 | $83.26 | $68.80 | (15.96%) | +26.19% | (42.15%) |
| 2022 | $84.10 | $83.26 | +0.10% | (18.17%) | +18.27% |
| 2021 | $53.04 | $84.10 | +60.21% | +28.74% | +31.47% |
| 2020 | $47.56 | $53.04 | +13.59% | +18.37% | (4.78%) |
| 2019 | $41.53 | $47.56 | +16.36% | +31.22% | (14.86%) |
| 2018 | $51.37 | $41.53 | (18.43%) | (4.56%) | (13.87%) |
| 2017 | $39.47 | $51.37 | +31.16% | +21.70% | +9.46% |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
