If you had invested $1,000 in Charles Schwab Corp (SCHW)
10 years ago (Mon, Nov 7, 2016), $1,000 in SCHW grew to $3,219 by Fri, Nov 6, 2026 with dividends reinvested ($2,832 on price alone). The same $1,000 in SPY grew to $4,042. Along the way SCHW fell as much as -51.1% from a high. Past results do not tell you what happens next.
| Invested | SCHW, dividends reinvested | Per year | Worst fall | SPY | SPY per year |
|---|---|---|---|---|---|
| 1 year ago | $984 | -1.6% | -22.5% | $1,109 | +10.9% |
| 3 years ago | $1,714 | +19.7% | -22.5% | $1,750 | +20.5% |
| 5 years ago | $1,198 | +3.7% | -49.7% | $1,677 | +10.9% |
| 10 years ago | $3,219 | +12.4% | -51.1% | $4,042 | +15.0% |
Today: model fair value $73.59 against a $91.49 price (gap -19.6%).