Schwab Equity Ratings Model Performance
Average % Return of all 52-Week periods since May 6, 2002
Schwab Equity Ratings® are designed to help investors research individual equities. Ratings are generally updated weekly. Starting the 26th week after a rating appears, Schwab presents the performance (change in price, plus dividends, if any) of all rated stocks, sorted by their rating on the start date.
Model performance calculations do not account for transaction and other costs, so a typical investor would likely not achieve the same results. To learn more, see How Performance is Calculated, Comparison of Performance to Benchmarks and Limitations of Model Performance, below.
Model performance calculations do not account for transaction and other costs, so a typical investor would likely not achieve the same results. To learn more, see How Performance is Calculated, Comparison of Performance to Benchmarks and Limitations of Model Performance, below.
For lessons from Q2 2009, read Schwab Equity Ratings Quarterly Performance Update.
The Schwab Center for Financial Research recently completed an analysis of
Schwab Equity Ratings performance over shorter-term time horizons.
Schwab Equity Ratings performance over shorter-term time horizons.