The Charles Schwab Corporation (SCHW) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$14,816
Total Return
48.16%
CAGR
8.18%
Dividends
$750.07
Yield on Cost
7.50%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.06% |
| Median | +1.27% |
| Best | +29.48% |
| Worst | -35.24% |
| % of Windows Positive | 57.6% |
1-Year (252 Trading Days)
| Average | +8.70% |
| Median | +7.42% |
| Best | +64.56% |
| Worst | -42.29% |
| % of Windows Positive | 56.8% |
3-Year (756 Trading Days)
| Average | +18.01% |
| Median | +14.88% |
| Best | +106.48% |
| Worst | -21.60% |
| % of Windows Positive | 66.7% |
Risk Metrics
| Maximum Drawdown | -49.85% |
| Average Drawdown | -18.38% |
| Drawdown Duration | 868 Trading Days |
| Sortino Ratio | 0.57 |
| Calmar Ratio | 0.16 |
| CVaR (5%) | -4.80% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -7.70% (-23.17% ann.) | $769.62 | $32.03 | $6.41 | $0.05 |
| 2025 | +36.31% | +$3631.49 | $146.49 | $29.30 | $0.23 |
| 2024 | +8.84% | +$884.11 | $146.01 | $29.20 | $0.23 |
| 2023 | -16.25% | $1624.88 | $120.68 | $24.14 | $0.19 |
| 2022 | -0.12% | $12.05 | $100.20 | $20.04 | $0.16 |
| 2021 | +59.88% | +$5987.89 | $136.21 | $27.24 | $0.22 |
| 2020 | +13.17% | +$1316.79 | $152.21 | $30.44 | $0.24 |
| 2019 | +15.99% | +$1598.76 | $164.50 | $32.90 | $0.26 |
| 2018 | -18.57% | $1857.43 | $89.78 | $17.96 | $0.14 |
| 2017 | +30.96% | +$3095.59 | $81.27 | $16.25 | $0.13 |
| 2016 | +20.78% | +$2078.23 | $82.25 | $16.45 | $0.13 |
| 2015 | +9.75% | +$974.69 | $79.69 | $15.94 | $0.13 |
| 2014 | +16.96% | +$1695.82 | $92.57 | $18.51 | $0.15 |
| 2013 | +82.84% | +$8283.91 | $167.81 | $33.56 | $0.27 |
| 2012 | +29.42% | +$2942.47 | $214.35 | $42.87 | $0.34 |
| 2011 | -33.34% | $3333.56 | $140.87 | $28.17 | $0.23 |
| 2010 | -8.03% | $802.88 | $128.05 | $25.61 | $0.21 |
| 2009 | +17.73% | +$1772.68 | $149.11 | $29.82 | $0.24 |
| 2008 | -36.15% | $3614.91 | $86.37 | $17.27 | $0.14 |
| 2007 | +38.46% | +$3845.69 | $623.96 | $124.79 | $1.00 |
| 2006 | +32.66% | +$3266.42 | $92.25 | $18.45 | $0.15 |
| 2005 | +23.38% | +$2337.65 | $74.60 | $14.92 | $0.12 |
| 2004 | +1.61% | +$161.21 | $61.78 | $12.36 | $0.10 |
| 2003 | +9.54% | +$954.40 | $45.23 | $9.05 | $0.07 |
| 2002 | -29.62% | $2961.60 | $28.48 | $5.70 | $0.05 |
| 2001 | -45.37% | $4537.23 | $15.52 | $3.10 | $0.02 |
| 2000 | +11.39% | +$1138.88 | $15.95 | $3.19 | $0.03 |
| 1999 | +36.31% | +$3631.08 | $20.30 | $4.06 | $0.03 |
| 1998 | +101.63% | +$10163.32 | $38.68 | $7.74 | $0.06 |
| 1997 | +97.36% | +$9735.77 | $65.73 | $13.15 | $0.11 |
| 1996 | +59.94% | +$5994.25 | $89.64 | $17.93 | $0.14 |
| 1995 | +74.16% | +$7416.43 | $120.75 | $24.15 | $0.19 |
| 1994 | +8.56% | +$855.59 | $86.75 | $17.35 | $0.14 |
| 1993 | +87.01% | +$8701.24 | $109.37 | $21.87 | $0.17 |
| 1992 | -13.38% | $1338.08 | $72.59 | $14.52 | $0.12 |
| 1991 | +303.26% | +$30325.82 | $167.57 | $33.51 | $0.27 |
| 1990 | -17.41% | $1741.06 | $93.90 | $18.78 | $0.15 |
| 1989 | +106.71% | +$10670.85 | $133.52 | $26.69 | $0.22 |
| 1988 | +12.50% | +$1249.99 | $0.00 | $0.00 | $0.00 |
| 1987 partial | -63.64% (-97.51% ann.) | $6363.64 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +1001.50% | +68.74% | +$100149.78 | $455.86 | $91.17 | $0.73 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -76.70% | -43.22% | $7670.07 | $31.99 | $6.40 | $0.05 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +208.20% | +25.27% | +$20820.24 | $1930.34 | $386.07 | $3.09 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -49.19% | -38.08% | $4918.94 | $146.26 | $29.25 | $0.23 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +0.70% | +0.21% | +$70.26 | $623.12 | $124.62 | $1.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +302.03% | +20.19% | +$30203.44 | $2266.18 | $453.24 | $3.63 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -41.33% | -99.77% | $4133.39 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +35.02% | +62.11% | +$3501.68 | $117.43 | $23.49 | $0.19 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +80.22% | +74.85% | +$8021.81 | $201.24 | $40.25 | $0.32 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +2.03% | +2.16% | +$203.44 | $108.89 | $21.78 | $0.17 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -16.89% | -9.50% | $1689.06 | $224.95 | $44.99 | $0.36 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +46.91% | +27.41% | +$4690.64 | $261.34 | $52.27 | $0.42 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1989-05-25 | $0.0007 | 0.26% |
| 1989-07-26 | $0.0007 | 0.20% |
| 1989-10-26 | $0.0007 | 0.22% |
| 1990-01-26 | $0.0007 | 0.22% |
| 1990-04-25 | $0.0007 | 0.19% |
| 1990-07-26 | $0.0007 | 0.20% |
| 1990-10-26 | $0.0009 | 0.30% |
| 1991-01-28 | $0.0009 | 0.29% |
| 1991-04-25 | $0.0009 | 0.21% |
| 1991-07-26 | $0.0011 | 0.19% |
| 1991-10-29 | $0.0013 | 0.17% |
| 1992-01-28 | $0.0013 | 0.12% |
| 1992-04-27 | $0.0020 | 0.21% |
| 1992-07-28 | $0.0020 | 0.26% |
| 1992-10-27 | $0.0020 | 0.30% |
| 1993-01-26 | $0.0020 | 0.19% |
| 1993-04-27 | $0.0025 | 0.24% |
| 1993-07-27 | $0.0025 | 0.18% |
| 1993-10-26 | $0.0025 | 0.16% |
| 1994-01-26 | $0.0035 | 0.25% |
| 1994-04-26 | $0.0035 | 0.24% |
| 1994-07-26 | $0.0035 | 0.26% |
| 1994-10-26 | $0.0035 | 0.21% |
| 1995-01-26 | $0.0044 | 0.23% |
| 1995-04-25 | $0.0044 | 0.18% |
| 1995-07-28 | $0.0059 | 0.17% |
| 1995-10-30 | $0.0059 | 0.17% |
| 1996-01-30 | $0.0059 | 0.17% |
| 1996-04-29 | $0.0059 | 0.16% |
| 1996-07-30 | $0.0074 | 0.21% |
| 1996-10-30 | $0.0074 | 0.21% |
| 1997-02-12 | $0.0074 | 0.13% |
| 1997-05-12 | $0.0074 | 0.14% |
| 1997-08-12 | $0.0074 | 0.11% |
| 1997-11-12 | $0.0089 | 0.11% |
| 1998-02-11 | $0.0089 | 0.10% |
| 1998-05-11 | $0.0089 | 0.11% |
| 1998-08-11 | $0.0089 | 0.11% |
| 1998-11-10 | $0.0093 | 0.08% |
| 1999-02-10 | $0.0093 | 0.04% |
| 1999-05-10 | $0.0093 | 0.03% |
| 1999-08-10 | $0.0100 | 0.04% |
| 1999-11-09 | $0.0093 | 0.03% |
| 2000-02-08 | $0.0093 | 0.03% |
| 2000-05-08 | $0.0093 | 0.03% |
| 2000-08-08 | $0.0110 | 0.03% |
| 2000-11-08 | $0.0110 | 0.03% |
| 2001-02-07 | $0.0110 | 0.04% |
| 2001-05-07 | $0.0110 | 0.05% |
| 2001-08-07 | $0.0110 | 0.07% |
| 2001-11-07 | $0.0110 | 0.08% |
| 2002-02-06 | $0.0110 | 0.08% |
| 2002-05-06 | $0.0110 | 0.10% |
| 2002-08-06 | $0.0110 | 0.14% |
| 2002-11-06 | $0.0110 | 0.11% |
| 2003-02-05 | $0.0110 | 0.12% |
| 2003-05-05 | $0.0110 | 0.12% |
| 2003-08-05 | $0.0140 | 0.14% |
| 2003-11-05 | $0.0130 | 0.10% |
| 2004-02-03 | $0.0130 | 0.10% |
| 2004-05-03 | $0.0200 | 0.19% |
| 2004-08-03 | $0.0200 | 0.23% |
| 2004-11-03 | $0.0200 | 0.21% |
| 2005-02-07 | $0.0200 | 0.19% |
| 2005-05-05 | $0.0220 | 0.21% |
| 2005-08-05 | $0.0220 | 0.16% |
| 2005-11-07 | $0.0250 | 0.17% |
| 2006-02-06 | $0.0250 | 0.17% |
| 2006-05-04 | $0.0300 | 0.17% |
| 2006-08-04 | $0.0300 | 0.19% |
| 2006-11-06 | $0.0500 | 0.28% |
| 2007-02-07 | $0.0500 | 0.26% |
| 2007-05-09 | $0.0500 | 0.26% |
| 2007-07-20 | $1.0500 | 4.90% |
| 2007-11-07 | $0.0500 | 0.22% |
| 2008-02-06 | $0.0500 | 0.25% |
| 2008-05-07 | $0.0500 | 0.22% |
| 2008-08-06 | $0.0600 | 0.26% |
| 2008-11-12 | $0.0600 | 0.36% |
| 2009-02-11 | $0.0600 | 0.45% |
| 2009-05-06 | $0.0600 | 0.32% |
| 2009-08-12 | $0.0600 | 0.32% |
| 2009-11-10 | $0.0600 | 0.34% |
| 2010-02-10 | $0.0600 | 0.34% |
| 2010-05-05 | $0.0600 | 0.32% |
| 2010-08-11 | $0.0600 | 0.39% |
| 2010-11-09 | $0.0600 | 0.38% |
| 2011-02-09 | $0.0600 | 0.32% |
| 2011-05-04 | $0.0600 | 0.33% |
| 2011-08-10 | $0.0600 | 0.48% |
| 2011-11-08 | $0.0600 | 0.47% |
| 2012-02-08 | $0.0600 | 0.49% |
| 2012-05-09 | $0.0600 | 0.45% |
| 2012-08-08 | $0.0600 | 0.45% |
| 2012-11-07 | $0.0600 | 0.43% |
| 2013-02-06 | $0.0600 | 0.36% |
| 2013-05-08 | $0.0600 | 0.34% |
| 2013-08-07 | $0.0600 | 0.27% |
| 2013-11-06 | $0.0600 | 0.26% |
| 2014-02-05 | $0.0600 | 0.25% |
| 2014-05-07 | $0.0600 | 0.23% |
| 2014-08-06 | $0.0600 | 0.22% |
| 2014-11-05 | $0.0600 | 0.21% |
| 2015-02-05 | $0.0600 | 0.22% |
| 2015-05-06 | $0.0600 | 0.19% |
| 2015-08-05 | $0.0600 | 0.17% |
| 2015-11-04 | $0.0600 | 0.19% |
| 2016-02-10 | $0.0600 | 0.26% |
| 2016-05-11 | $0.0700 | 0.25% |
| 2016-08-10 | $0.0700 | 0.23% |
| 2016-11-09 | $0.0700 | 0.22% |
| 2017-02-08 | $0.0800 | 0.20% |
| 2017-05-10 | $0.0800 | 0.20% |
| 2017-08-09 | $0.0800 | 0.19% |
| 2017-11-09 | $0.0800 | 0.18% |
| 2018-02-08 | $0.1000 | 0.19% |
| 2018-05-10 | $0.1000 | 0.17% |
| 2018-08-09 | $0.1300 | 0.26% |
| 2018-11-08 | $0.1300 | 0.27% |
| 2019-02-13 | $0.1700 | 0.37% |
| 2019-05-14 | $0.1700 | 0.39% |
| 2019-08-08 | $0.1700 | 0.45% |
| 2019-11-07 | $0.1700 | 0.39% |
| 2020-02-13 | $0.1800 | 0.38% |
| 2020-05-07 | $0.1800 | 0.52% |
| 2020-08-06 | $0.1800 | 0.53% |
| 2020-11-12 | $0.1800 | 0.39% |
| 2021-02-11 | $0.1800 | 0.32% |
| 2021-05-13 | $0.1800 | 0.26% |
| 2021-08-12 | $0.1800 | 0.24% |
| 2021-11-10 | $0.1800 | 0.22% |
| 2022-02-10 | $0.2000 | 0.21% |
| 2022-05-12 | $0.2000 | 0.31% |
| 2022-08-11 | $0.2200 | 0.31% |
| 2022-11-09 | $0.2200 | 0.28% |
| 2023-02-09 | $0.2500 | 0.31% |
| 2023-05-11 | $0.2500 | 0.53% |
| 2023-08-10 | $0.2500 | 0.38% |
| 2023-11-09 | $0.2500 | 0.46% |
| 2024-02-08 | $0.2500 | 0.40% |
| 2024-05-09 | $0.2500 | 0.33% |
| 2024-08-09 | $0.2500 | 0.40% |
| 2024-11-08 | $0.2500 | 0.34% |
| 2025-02-14 | $0.2700 | 0.33% |
| 2025-05-09 | $0.2700 | 0.32% |
| 2025-08-08 | $0.2700 | 0.28% |
| 2025-11-14 | $0.2700 | 0.28% |
| 2026-02-13 | $0.3200 | 0.34% |
| Total | 148 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-13 | $27.52 | $5.50 | $0.04 | 0.3120 |
| 2021-08-12 | $27.58 | $5.52 | $0.04 | 0.2920 |
| 2021-11-10 | $27.63 | $5.53 | $0.04 | 0.2732 |
| 2022-02-10 | $30.76 | $6.15 | $0.05 | 0.2645 |
| 2022-05-12 | $30.81 | $6.16 | $0.05 | 0.3787 |
| 2022-08-11 | $33.97 | $6.79 | $0.05 | 0.3738 |
| 2022-11-09 | $34.06 | $6.81 | $0.05 | 0.3474 |
| 2023-02-09 | $38.79 | $7.76 | $0.06 | 0.3891 |
| 2023-05-11 | $38.88 | $7.78 | $0.06 | 0.6504 |
| 2023-08-10 | $39.05 | $7.81 | $0.06 | 0.4830 |
| 2023-11-09 | $39.17 | $7.83 | $0.06 | 0.5774 |
| 2024-02-08 | $39.31 | $7.86 | $0.06 | 0.5024 |
| 2024-05-09 | $39.44 | $7.89 | $0.06 | 0.4174 |
| 2024-08-09 | $39.54 | $7.91 | $0.06 | 0.5058 |
| 2024-11-08 | $39.67 | $7.93 | $0.06 | 0.4286 |
| 2025-02-14 | $42.96 | $8.59 | $0.07 | 0.4269 |
| 2025-05-09 | $43.07 | $8.61 | $0.07 | 0.4071 |
| 2025-08-08 | $43.18 | $8.64 | $0.07 | 0.3551 |
| 2025-11-14 | $43.28 | $8.66 | $0.07 | 0.3661 |
| 2026-02-13 | $51.41 | $10.28 | $0.08 | 0.4380 |
| Total | $750.07 | $150.01 | $1.20 | 8.1889 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.