ARCC,KO,SCHD: Total Return Chart (with Dividends Reinvested)

Thu 2011-10-20? to Mon 2025-06-23	YTD Return	TR Price
ARCC ×	+2.54% 2025-06-23	12.25 TR 2025-06-23
Ares Capital Corporation NASDAQ Common Stock
KO ×	+13.64% 2025-06-23	1270.31 TR 2025-06-23
The Coca-Cola Company NYSE Common Stock
SCHD ×	−1.39% 2025-06-23	4.885 TR 2025-06-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Returns

Thu 2011-10-20? to Mon 2025-06-23	Overall Return	Exponential Trendline
ARCC ×	+439.34% +13.11%/yr	+12.09%/yr (R2=0.952)
Ares Capital Corporation NASDAQ Common Stock
KO ×	+217.93% +8.83%/yr	+8.10%/yr (R2=0.964)
The Coca-Cola Company NYSE Common Stock
SCHD ×	+388.48% +12.30%/yr	+12.40%/yr (R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2011-10-20? to Mon 2025-06-23	Start Value	End Value
ARCC ×	$10,000.00 2011-10-20	$53,933.88 2025-06-23
Ares Capital Corporation NASDAQ Common Stock
KO ×	$10,000.00 2011-10-20	$31,792.92 2025-06-23
The Coca-Cola Company NYSE Common Stock
SCHD ×	$10,000.00 2011-10-20	$48,848.31 2025-06-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	ARCC	KO	SCHD
2025 (YTD)	+2.54%	+13.64%	−1.39%
2024	+19.78%	+8.88%	+11.66%
2023	+20.03%	−4.43%	+4.54%
2022	−3.84%	+10.61%	−3.26%
2021	+36.14%	+11.37%	+29.87%
2020	+0.86%	+2.47%	+15.03%
2019	+31.30%	+20.60%	+27.29%
2018	+8.81%	+6.77%	−5.56%
2017	+4.50%	+14.38%	+20.85%
2016	+28.03%	−0.36%	+16.45%
2015	+0.80%	+5.14%	−0.30%
2014	−3.60%	+5.27%	+11.69%
2013	+11.08%	+17.23%	+32.88%
2012	+24.72%	+6.53%	+11.39%
2011	+2.56%	+9.46%	+5.31%
2010	+45.43%	+19.02%	—
2009	+147.00%	+30.30%	—
2008	−48.54%	−24.10%	—
2007	−15.51%	+30.45%	—
2006	+30.35%	+23.10%	—
2005	−10.85%	−0.66%	—
2004	+31.43%	−16.12%	—
2003	—	+18.13%	—
2002	—	−5.50%	—
2001	—	−21.47%	—
2000	—	+5.98%	—
1999	—	−12.16%	—
1998	—	+1.32%	—
1997	—	+27.86%	—
1996	—	+43.26%	—
1995	—	+46.20%	—
1994	—	+17.43%	—
1993	—	+8.29%	—
1992	—	+5.77%	—
1991	—	+75.40%	—
1990	—	+22.73%	—
1989	—	+77.04%	—
1988	—	+20.60%	—
1987	—	+3.61%	—
1986	—	+37.99%	—
1985	—	+41.27%	—
1984	—	+22.27%	—
1983	—	+8.39%	—
1982	—	+60.05%	—
1981	—	+11.34%	—
1980	—	+3.39%	—
1979	—	−17.20%	—
1978	—	+22.82%	—
1977	—	−1.82%	—
1976	—	−0.80%	—
1975	—	+59.58%	—
1974	—	−56.93%	—
1973	—	−13.71%	—
1972	—	+23.18%	—
1971	—	+46.26%	—
1970	—	+4.47%	—
1969	—	+15.04%	—
1968	—	+7.98%	—
1967	—	+47.79%	—
1966	—	+4.28%	—
1965	—	+22.22%	—
1964	—	+21.62%	—
1963	—	+35.56%	—
1962	—	−15.48%	—

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Drawdowns

Thu 2011-10-20? to Mon 2025-06-23	Current Drawdown	Worst Drawdown
ARCC ×	−5.73%	−56.77% 2020-03-23
Ares Capital Corporation NASDAQ Common Stock
KO ×	−4.96%	−36.99% 2020-03-23
The Coca-Cola Company NYSE Common Stock
SCHD ×	−7.92%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund