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

Thu 2011-10-20? to Mon 2025-06-23	YTD Return	TR Price
ET ×	−6.73% 2025-06-23	11.68 TR 2025-06-23
Energy Transfer LP NYSE Common Stock
SCHD ×	−1.39% 2025-06-23	4.885 TR 2025-06-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
ARCC ×	+2.54% 2025-06-23	12.25 TR 2025-06-23
Ares Capital Corporation NASDAQ Common Stock

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Returns

Thu 2011-10-20? to Mon 2025-06-23	Overall Return	Exponential Trendline
ET ×	+428.27% +12.94%/yr	+5.35%/yr (R2=0.230)
Energy Transfer LP NYSE Common Stock
SCHD ×	+388.48% +12.30%/yr	+12.40%/yr (R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
ARCC ×	+439.34% +13.11%/yr	+12.09%/yr (R2=0.952)
Ares Capital Corporation NASDAQ Common Stock

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Growth of $10,000

Thu 2011-10-20? to Mon 2025-06-23	Start Value	End Value
ET ×	$10,000.00 2011-10-20	$52,827.02 2025-06-23
Energy Transfer LP 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
ARCC ×	$10,000.00 2011-10-20	$53,933.88 2025-06-23
Ares Capital Corporation NASDAQ Common Stock

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Annual Returns

Year	ET	SCHD	ARCC
2025 (YTD)	−6.73%	−1.39%	+2.54%
2024	+53.88%	+11.66%	+19.78%
2023	+27.89%	+4.54%	+20.03%
2022	+55.74%	−3.26%	−3.84%
2021	+43.00%	+29.87%	+36.14%
2020	−44.92%	+15.03%	+0.86%
2019	+5.88%	+27.29%	+31.30%
2018	−17.74%	−5.56%	+8.81%
2017	−4.66%	+20.85%	+4.50%
2016	+54.96%	+16.45%	+28.03%
2015	−50.29%	−0.30%	+0.80%
2014	+44.70%	+11.69%	−3.60%
2013	+87.72%	+32.88%	+11.08%
2012	+18.80%	+11.39%	+24.72%
2011	+10.15%	+5.31%	+2.56%
2010	+35.82%	—	+45.43%
2009	+105.27%	—	+147.00%
2008	−50.63%	—	−48.54%
2007	+16.91%	—	−15.51%
2006	+41.76%	—	+30.35%
2005	—	—	−10.85%
2004	—	—	+31.43%

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Drawdowns

Thu 2011-10-20? to Mon 2025-06-23	Current Drawdown	Worst Drawdown
ET ×	−13.33%	−87.81% 2016-02-08
Energy Transfer LP NYSE Common Stock
SCHD ×	−7.92%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
ARCC ×	−5.73%	−56.77% 2020-03-23
Ares Capital Corporation NASDAQ Common Stock