The charles schwab corporation SCHW-PD.US AI Analysis
BetaUS StockFinancial Services
(No presentation for SCHW-PD)
SCHW-PD Trend Score
3
24
15
Bullish
Analysis Conclusion
The stock boasts a top trend rating and solid fundamentals, making it suitable for building positions. Use moving averages or momentum indicators to identify buying opportunities.
SCHW-PD Trend Reference Factors
Exclusive
SCHW-PD Trend Strategy Backtest
The following backtest is based on specified rules since 2007. Price chart shows buy/sell time, cumulative returns, and backtesting statistics.
Entry
Exit
The Backtest Result of SCHW-PD from 2016-03-01 till Now
- -4.90%
- Cumulative Return
- -0.54%
- Annual Return
- 4.85%
- Volatility
- -0.11
- Sharpe Ratio
Statistics data for entering at or above a Trend score of 4 and exiting at or below a Trend score of 2 from March, 2016 to July, 2025. (Total Trades: 26)
| SCHW-PD | Sector | US Overall Market | |
|---|---|---|---|
| Wining Rate | 31% | 32% | 32% |
| Avg Return | -0.2% | 0.4% | 9625.6% |
| Avg Profit | 2.8% | 16.1% | 30495.9% |
| Avg Loss | -1.5% | -6.9% | -9.2% |
| Avg Risk-Reward Ratio | 188.8% | 234.6% | 333113% |