Analysis for Charles Schwab Corporation
Analysis summary
Charles Schwab Corporation (SCHW) currently has a total score of 54 points, placing it in the neutral range. The score is made up of Performance (61), Stability (50) and Trend (42).
Performance scores 61 points (strong). Key strength: 10Y return at 294.4 %. Main drag: 3Y return at 17.0 %. This suggests stronger long-term than short-term performance.
Stability scores 50 points (neutral). Best-ranked metric: max drawdown (1Y) at -17.4 %. Weaker metric: max drawdown (3Y) at -50.4 %. Higher Stability points are better and typically reflect calmer swings and smaller drawdowns—but prices can still fall.
Trend scores 42 points (neutral). Key strength: 12M momentum at 26.0 %. Weaker signal: Price is about 7.1 % below SMA50.
Overall, the score is shaped most by Performance; Trend trails and dampens the total. On a metric level, max drawdown (1Y) stands out, while SMA50 distance is the main weak spot.
(Historical evaluation, not investment advice.)
Metrics
Stability
FAQ
- What investor type does Charles Schwab Corporation fit best in FoxScore?
- Charles Schwab Corporation fits a more opportunity-seeking investor type in FoxScore: performance is the strongest sub-score. That suggests above-average historical returns — but check stability to ensure the performance wasn’t “paid for” with high volatility or deep drawdowns.
- How meaningful is the available history for Charles Schwab Corporation?
- Charles Schwab Corporation currently has about 15 years of price history available. That covers multiple market cycles including crisis phases, making long-term interpretation of returns, drawdowns and trend shifts more reliable.
- What is FoxScore good for — and what is it not for?
- FoxScore is an analysis and comparison tool: it helps you sort assets quickly, compare profiles and spot strengths/weaknesses. It’s not a substitute for your own research or fundamental analysis, and it’s not a buy/sell recommendation.