Charles Schwab (HAM:SWG) 1-Year Sharpe Ratio: N/A (As of Jul. 12, 2026)


HAM:SWG Charles Schwab Corp HAM:SWG
73 GF Score
Price €88.96
GF Value €89.53
! 6 Warning Signs
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What is Charles Schwab 1-Year Sharpe Ratio?

The 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past year. As of today (2026-07-12), Charles Schwab's 1-Year Sharpe Ratio is Not available.

Charles Schwab  (HAM:SWG) 1-Year Sharpe Ratio Explanation

The 1-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past year. It is calculated as the annualized result of the average monthly excess return divided by its standard deviation over the past year. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.

The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.

Charles Schwab 1-Year Sharpe Ratio Related Terms

HAM:SWG vs HOOD, IBKR, LPLA: 1-Year Sharpe Ratio Comparison

For the Capital Markets subindustry, Charles Schwab's 1-Year Sharpe Ratio, along with its competitors' market caps and 1-Year Sharpe Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Charles Schwab 1-Year Sharpe Ratio vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Charles Schwab's 1-Year Sharpe Ratio distribution charts can be found below:

* The bar in red indicates where Charles Schwab's 1-Year Sharpe Ratio falls into.


HAM:SWG
73GF Score
Charles Schwab Corp HAM:SWG
1-Year Sharpe Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Charles Schwab 1-Year Sharpe Ratio Calculation

The 1-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset. A stock / portfolio's 1-Year Sharpe Ratio can be calculated by dividing the difference between the one-year returns of the investment and the risk-free rate, by the standard deviation of the investment returns over one year.

Is Charles Schwab (HAM:SWG) Overvalued in 2026?

Based on GuruFocus' analysis, Charles Schwab stock appears to be undervalued. The current stock price of €88.96 is trading 0.6% below its estimated GF Value™ of €89.53.

Key valuation signals for HAM:SWG:

  • 1-Year Sharpe Ratio: N/A
  • GF Value™: €89.53 vs. price of €88.96 (0.6% below fair value)
  • GF Score™: 73/100 with 6 warning signs

No single metric tells the full story. See the HAM:SWG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Charles Schwab Business Description

Address 3000 Schwab Way, Westlake, TX, USA, 76262
Charles Schwab is one of the largest retail-oriented financial-services companies in the US, with $11.9 trillion in client assets across its brokerage, banking, asset management, custody, financial advisory, and wealth management businesses at the end of 2025. While best known for its retail brokerage offering, Schwab generates the lion's share of its revenue and profits through its Charles Schwab Bank and asset management segments. The firm is a dominant player in Registered Investment Advisor(RIA) custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.
73GF Score

Get the complete analysis for HAM:SWG

1-Year Sharpe Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€88.96
Price
€89.53
GF Value