The charles schwab corporation SCHW-PD.US AI Analysis
BetaUS StockFinancial Services
(No presentation for SCHW-PD)
SCHW-PD Value Score
3
24
15
Excellent Growth
Analysis Conclusion
The stock has received the highest rating for its value, and its dividend score is solid. It's ideal for long-term position building. For optimal entry, check our trend or swing trading rating.
SCHW-PD Value 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
- 1.51%
- Cumulative Return
- 0.16%
- Annual Return
- 0.77%
- Volatility
- 0.21
- Sharpe Ratio
Statistics data for entering at or above a Value score of 4 and exiting at or below a Value score of 2 from March, 2016 to July, 2025. (Total Trades: 1)
| SCHW-PD | Sector | US Overall Market | |
|---|---|---|---|
| Wining Rate | 100% | 67% | 58% |
| Avg Return | 1.6% | 25.9% | 60.7% |
| Avg Profit | 1.6% | 47.6% | 128.2% |
| Avg Loss | - | -19.1% | -31.9% |
| Avg Risk-Reward Ratio | - | 249.5% | 402.1% |