All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

MAIN,SCHD: Total Return Chart (with Dividends Reinvested)

Thu 2011-10-20? to Fri 2025-05-09 YTD
Return
TR
Price
MAIN
×
−7.08%
2025-05-09
15.6 TR
2025-05-09
Main Street Capital Corporation NYSE Common Stock
SCHD
×
+302.52%
2025-05-09
4.707 TR
2025-05-09
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2025-05-09 Overall
Return
Exponential
Trendline
MAIN
×
+763.43%
+17.24%/yr
+16.23%/yr
(R2=0.814)
Main Street Capital Corporation NYSE Common Stock
SCHD
×
+370.74%
+12.11%/yr
+11.86%/yr
(R2=0.987)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2025-05-09 Start
Value
End
Value
MAIN
×
$10,000.00
2011-10-20
$86,343.25
2025-05-09
Main Street Capital Corporation NYSE Common Stock
SCHD
×
$10,000.00
2011-10-20
$47,073.67
2025-05-09
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year MAIN SCHD
2025 (YTD) −7.08% +302.52%
2024 +47.30% +0.00%
2023 +28.23% +0.00%
2022 −11.37% +0.00%
2021 +48.31% +0.00%
2020 −19.54% +0.00%
2019 +36.88% +0.00%
2018 −8.27% +0.00%
2017 +16.05% +0.00%
2016 +37.45% +0.00%
2015 +8.54% +0.00%
2014 −2.99% +0.00%
2013 +16.83% +0.00%
2012 +53.48% +11.06%
2011 +27.79% +5.31%
2010 +24.22%
2009 +84.84%
2008 −20.77%
2007 −4.42%

Drawdowns

Thu 2011-10-20? to Fri 2025-05-09 Current
Drawdown
Worst
Drawdown
MAIN
×
−0.36% −16.91%
2012-05-18
Main Street Capital Corporation NYSE Common Stock
SCHD
×
−0.27% −6.84%
2011-11-25
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund