Charles Schwab Corporation trailing returns
Charles Schwab Corporation's 10-year annualized return is +14.8% per year (+297.7% 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 September 11, 2026 — cumulative and annualized, with dividends on or off.
Trailing returns by period#
To 2026-09-11. Annualized (CAGR) for windows of a year or more.
| Period | Path | Annualized | Cumulative |
|---|---|---|---|
| 1 day | — | -0.1% | |
| 1 week | — | -2.8% | |
| 1 month | — | -1.6% | |
| YTD | — | +8.4% | |
| 1 year | +17.8% | +17.8% | |
| 5 years | +9.9% | +60.5% | |
| 10 years | +14.8% | +297.7% | |
| 20 years | +11.4% | +768.4% | |
| Since inception (1987) | +16.8% | +42561.1% |
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 (2026-09-11). 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.
FAQ#
- What is Charles Schwab Corporation's 10-year return?
- Over the last 10 years, Charles Schwab Corporation (SCHW) returned about +14.8% a year annualized (+297.7% 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 +11.4% a year (+768.4% cumulative).
- What is Charles Schwab Corporation's return since inception?
- Since 1987, Charles Schwab Corporation (SCHW) has compounded at about +16.8% a year — +42561.1% in total.