Charles Schwab Corp (SCHW) Daily/Weekly Backtest Results

Signal:                
                   
              [ What are these? | Switch to SCHW's monthly backtests ]
Fixed profit target:               -or-  
Show signal scores:       Scores:           Market sector score:       [ What are these scores? ]
Expectancy: 8.88%.   Win rate: 100%.   Sharpe Ratio: 5.74.   Maximum drawdown: -13.07% on 12 March 2020.
Mean CAGR: 235.87%. Time in market: 190 days.   Hypothetical return: $1000 would be worth $2148.37 on 25 May 2023.
Key: change_history : profitable trade change_history : breakeven trade (minimal loss after 2 years) change_history : losing trade (not profitable in a 2 year timeframe)


*Transaction costs, taxes and dividends are excluded from these calculations. Past performance may not necessarily be a reliable guide to future performance.

Calculations for Charles Schwab

Expectancy is the percentage profit or loss you would expect to make on the next purchase of this stock with an entry point at the specified signal and profit target as set above. Given a large enough sample size, a positive expectancy indicates the trading strategy is likely to be profitable.

Expectancy calculation for 9 signal(s) occurring before 05 August 2024 for a 7.5% profit target: (100% * 8.88%) + (0% * 0%) - (0% * 0%) = 8.88%.
Wins: 9 Breakevens: 0 Losses: 0

To even out CAGR calculations, large individual returns from particularly quick trades have been capped at 300%.

The Sharpe Ratio calculation assumes a risk free return rate of 2% per calendar year. Ideally the ratio should be a positive number. A higher positive number indicates the strategy has a more attractive risk adjusted rate of return for this particular buy signal and stock over the chart's timeframe.

Charles Schwab Analysis

Market sector: Financials.

External links: Seeking Alpha Research, Zacks Research.

These links may show useful information about why a stock's price has fallen significantly.

Most Recent Buy Signals
Date Signal Type Scores Performance
Signal Sector WR Speed Risk Overall 5% 6% 7.5%
01 June 2026 Mega Dump Lite 51 71 96 92 71 66 schedule schedule schedule
28 May 2026 52 Week Low 50 76 96 92 71 66 schedule schedule schedule
27 May 2026 Gap Down 32 82 96 92 71 53 schedule schedule schedule
27 May 2026 26 Week Low 37 82 96 92 71 58 schedule schedule schedule
27 May 2026 Williams %R (Weekly) 44 82 96 92 71 63 schedule schedule schedule
27 May 2026 50 Day Low 30 82 96 92 71 52 schedule schedule schedule
28 April 2026 Mega Dump Lite 43 81 96 89 71 62 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
23 April 2026 Williams %R (Weekly) 26 84 96 88 72 48 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
23 April 2026 50 Day Low 29 84 96 88 72 50 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
23 April 2026 26 Week Low 45 84 96 88 72 64 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt

52 Week Low Backtest Summary (Fixed Profits System)

This table summarises how profitable it would have been to have bought this stock at each 52 week low entry signal. Hover over the icons to see more details of the particular trade, including the maximum percentage drawdown and how long it took to reach the desired percentage profit.

Key:   disabled_by_default = profit point not achieved. select_check_box = profit point achieved with CAGR above 15%.
select_check_box = profit point achieved with CAGR of between 5% and 15%. select_check_box = profit point achieved but CAGR was less than 5%.

Date Buy Signal Price Scores Performance (mouseover for details)
Signal Sector WR Speed Risk Overall 5% 6% 7.5% 10% 20%
28 May 2026 52 Week Low $ 85.24 50 76 96 92 71 66 schedule schedule schedule schedule schedule
03 May 2023 52 Week Low $ 48.34 83 67 95 85 88 83 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
13 March 2023 52 Week Low $ 51.84 89 77 95 88 80 91 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_bolt
13 June 2022  bubble_chart 52 Week Low $ 60.22 96 95 84 84 63 100 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
09 May 2022  bubble_chart 52 Week Low $ 65.28 94 92 84 93 68 100 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_bolt
06 March 2020 52 Week Low $ 33.42 75 85 100 91 85 85 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
03 October 2019 52 Week Low $ 35.17 58 80 100 90 86 73 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt
07 August 2019 52 Week Low $ 37.33 87 87 100 91 78 93 select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
06 December 2018 52 Week Low $ 41.20 77 89 100 93 87 88 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box
24 October 2018 52 Week Low $ 42.36 73 85 100 94 83 84 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box

 

The data for Charles Schwab Corp (exchange: XNYS symbol: SCHW) was last updated 13 Aug 2026 07:30. Data for this stock is available from 01 Dec 2015 - 12 Aug 2026.