Charles Schwab Corporation trailing returns
Charles Schwab Corporation's 10-year return is +12.2% a year (CAGR) (+215.6% cumulative). How Charles Schwab Corporation (SCHW) has performed over the last day, week, month and year, over 5, 10, 20 and 30 years, and since inception, through October 27, 2026 — price return and dividends side by side, with the worst drop inside each window.
Trailing returns by period#
To 2026-10-27. Price return + dividends = total return. Per year (CAGR) for windows of a year or more, with the cumulative total return beneath. Worst drop: the deepest fall in the price from a high inside the window, and when it bottomed.
| Period | Price | DivsDividends | Total | Worst drop |
|---|---|---|---|---|
| 1 day | -0.5% | +0.0% | -0.5% | — |
| 5 days | -1.7% | +0.0% | -1.7% | -2.6%Oct 27 |
| 1 month | -9.8% | +0.0% | -9.8% | -9.9%Oct 27 |
| YTD | -10.6% | +0.9% | -9.7% | -21.4%Oct 27 |
| 1 year | -5.8% | +1.2% | -4.6% | -21.4%Oct 2026 |
| 5 years | +1.9% | +1.4% | +3.3%+17.7% | -50.4%May 2023 |
| 10 years | +10.8% | +1.4% | +12.2%+215.6% | -52.3%Mar 2020 |
| 20 years | +8.4% | +1.6% | +9.9%+566.2% | -58.7%Nov 2011 |
| 30 years | +11.2% | +1.3% | +12.5%+3366.6% | -86.9%Mar 2003 |
| Since inception (1987) | +15.1% | +1.1% | +16.2%+35421.1% | -86.9%Mar 2003 |
Growth of SCHW#
Actual level with dividends reinvested (solid); dashed lines are each window's constant-rate path from start to today.
- 5 years+3.3%/year · +17.7%
- 10 years+12.2%/year · +215.6%
- 20 years+9.9%/year · +566.2%
- 30 years+12.5%/year · +3366.6%
- Since inception (1987)+16.2%/year · +35421.1%
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-10-27). 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. Price return is the change in SCHW's closing price; total return reinvests dividends (from its split- and dividend-adjusted closes); the dividends column is the difference between the two. The worst drop is the largest fall in the closing price from a high to a later low inside the window, the way a drawdown is usually quoted. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
FAQ#
- What is Charles Schwab Corporation's 10-year return?
- Over the last 10 years, Charles Schwab Corporation (SCHW) returned about +12.2% a year annualized (+215.6% 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 +9.9% a year (+566.2% cumulative).
- What is Charles Schwab Corporation's 30-year annualized return?
- Over the last 30 years, Charles Schwab Corporation (SCHW) compounded at about +12.5% a year (+3366.6% cumulative).
- What is Charles Schwab Corporation's return since inception?
- Since 1987, Charles Schwab Corporation (SCHW) has compounded at about +16.2% a year — +35421.1% in total.