ChartRow logo
PeersMSLPLAGSBACTWHOOD
Share this page

SCHW return calculator

Your investment#

How much
$
All at once, on the start date
Pick start & end dates10 years
Key datesStart at a well-known dateRecentMarket topsMarket bottomsEvents
Bought at that day's close
Key datesEnd at a well-known dateMarket topsMarket bottomsEvents
Latest close, Oct 20, 2026

Or drag the slider to set start and end dates

1987 to today, log scale
2008 crisisCovid
199020002010Oct 2016Today
Options

Result#

$1,000Oct 20, 2016$3,211Oct 20, 20263.2× 

$1,000 invested in SCHW on October 20, 2016 was worth $3,211 on October 20, 2026, with dividends reinvested.

That’s 12.4% a year compounded (CAGR) over 10 years: 3.2 times your money.

Over the same dates the same $1,000 would be worth $4,210 in the S&P 500 and $6,533 in the Nasdaq-100: SCHW trailed both the S&P 500 and the Nasdaq-100.

Price only$2,825if dividends were spent
Biggest fall−51.1%May 22, 2018 to Mar 12, 2020
At a flat 5% a year$1,629a savings account's rate
Gain$2,211on $1,000 put in

How this period ranks#

Better than 47% of all 350 periods of 10 years since 1987.

Your dates
−60%0%290%
Worst: −9.4% a year, Aug 2000 to Aug 2010Best: 67.4% a year, Mar 1989 to Mar 1999
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in SCHW, October 20, 2016 to October 20, 2026#

Your $1,000$Your buySame plan in the S&P 500A low
Lowest value$919 · Mar 2020$
$1,000$2,000$4,000$3,211
20182020202220242026

How far SCHW was below its previous high. The biggest fall: −51.1% from May 22, 2018 to Mar 12, 2020, back to the high by Jan 6, 2021.

−51.1% from its high
high−51%

Your one buy. $1,000 on October 20, 2016, worth $3,211 on October 20, 2026. Pick Monthly or Yearly to see a plan's buys.

3.2×paid

What $1,000 would be worth on October 20, 2026, by start date#

Each point is the same amount invested that day and held to October 20, 2026, dividends reinvested. Above the line it made money.

Your start
$1,000$3,000$10k$30k$100k$300k$1.0M
19901995200020052010201520202025

$1,000 invested in SCHW, by year#

Started on each year's first close and held to Oct 20, 2026, dividends reinvested.

StartedWorth Oct 20, 2026MultipleA year (CAGR)
2017$2,5642.6×10.1%
2018$1,9892.0×8.1%
2019$2,4392.4×12.1%
2020$2,0692.1×11.3%
2021$1,8571.9×11.3%
2022$1,1311.1×2.6%
2023$1,1701.2×4.2%
2024$1,3651.4×11.7%
2025$1,2581.3×13.6%
2026$9040.90×—

Methodology#

A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. SCHW data begins September 21, 1987; values as of October 20, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.

See the live SCHW chart and fundamentals on the SCHW quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in SCHW be worth today?
$1,000 invested in SCHW on October 20, 2016 would be worth $3,211 on October 20, 2026, with dividends reinvested — 12.4% a year compounded (CAGR).
How far back does the SCHW calculator go?
SCHW data begins September 21, 1987, with a close every session. Pick any start and end date in that span — 39 years, 1 month of history.
Does this include dividends?
Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.