SCHW trailing returns
Charles Schwab Corporation's 10-year annualized return is +14.5% per year (+286.3% cumulative). How Charles Schwab Corporation (SCHW) has performed over the last day, week, month and year, over 5, 10 and 20 years, and since inception, through July 2, 2026 — cumulative and annualized, with dividends on or off.
Trailing returns by period#
To 2026-07-02. Annualized (CAGR) for windows of a year or more.
| Period | Path | Annualized | Cumulative |
|---|---|---|---|
| 1 day | — | +1.3% | |
| 1 week | — | +8.5% | |
| 1 month | — | +10.7% | |
| YTD | — | -2.9% | |
| 1 year | +6.4% | +6.4% | |
| 5 years | +5.7% | +31.8% | |
| 10 years | +14.5% | +286.3% | |
| 20 years | +9.4% | +498.8% | |
| Since inception (1987) | +15.5% | +26844.4% |
Growth of SCHW#
Actual index level (solid); dashed lines are each window's constant-rate path from start to today.
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-07-02). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Total return reinvests dividends (from SCHW's split- and dividend-adjusted closes); price return excludes them. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
See also: S&P 500 · Nasdaq-100 · Dow Jones · Russell 2000 · US Bond Market · Gold · Silver · Bitcoin · Ethereum
FAQ
- What is Charles Schwab Corporation's 10-year return?
- Over the last 10 years, Charles Schwab Corporation (SCHW) returned about +14.5% a year annualized (+286.3% cumulative total return).
- What is Charles Schwab Corporation's 20-year annualized return?
- Over the last 20 years, Charles Schwab Corporation (SCHW) compounded at about +9.4% a year (+498.8% cumulative).
- What is Charles Schwab Corporation's return since inception?
- Since 1987, Charles Schwab Corporation (SCHW) has compounded at about +15.5% a year — +26844.4% in total.