The total return over the past 12 months is +7.02% vs. +17.77% for the S&P 500. So far it's up +2.78% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +5.67% | +15.28% | +8.47% | +13.72% | +13.41% | +10.11% |
| Total Return CAGR | +7.02% | +16.91% | +9.91% | +15.18% | +14.85% | +11.48% |
| Revenue CAGR | +8.10% | +5.88% | +14.85% | +15.42% | +12.69% | +8.89% |
| Net Income CAGR | +45.20% | +8.46% | +18.76% | +19.73% | +19.03% | +12.96% |
| EPS CAGR | +56.05% | +9.96% | +17.05% | +16.23% | +18.22% | +11.20% |
| Free Cash Flow CAGR | (0.68%) | (3.34%) | +8.89% | +17.64% | +12.13% | +11.34% |
| Operating Cash Flow CAGR | (0.81%) | (3.97%) | +8.07% | +16.78% | +11.99% | +11.10% |
| 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 Value | End Value | SCHW Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 3868.86 | 3976.42 | +2.78% | +8.94% | (6.16%) |
| 2025 | 2831.23 | 3868.86 | +36.65% | +17.72% | +18.93% |
| 2024 | 2593.57 | 2831.23 | +9.16% | +24.89% | (15.73%) |
| 2023 | 3086.29 | 2593.57 | (15.96%) | +26.19% | (42.15%) |
| 2022 | 3083.14 | 3086.29 | +0.10% | (18.17%) | +18.27% |
| 2021 | 1924.39 | 3083.14 | +60.21% | +28.74% | +31.47% |
| 2020 | 1694.21 | 1924.39 | +13.59% | +18.37% | (4.78%) |
| 2019 | 1456.00 | 1694.21 | +16.36% | +31.22% | (14.86%) |
| 2018 | 1784.91 | 1456.00 | (18.43%) | (4.56%) | (13.87%) |
| 2017 | 1360.86 | 1784.91 | +31.16% | +21.70% | +9.46% |
