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 2026-05-29 YTD
Return
1 Year
Return
MAIN
×
−12.80%
2026-05-29
−2.89%
2026-05-29
Main Street Capital Corporation NYSE Common Stock
SCHD
×
+19.49%
2026-05-29
+28.89%
2026-05-29
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund

Returns

Thu 2011-10-20💬 to Fri 2026-05-29 Overall
Return
Exponential
Trendline
MAIN
×
+797.35%
+16.21%/yr
+13.35%/yr
(R2=0.936)
Main Street Capital Corporation NYSE Common Stock
SCHD
×
+517.57%
+13.27%/yr
+12.20%/yr
(R2=0.977)
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20💬 to Fri 2026-05-29 Start
Value
End
Value
MAIN
×
$10,000.00
2011-10-20
$89,735.05
2026-05-29
Main Street Capital Corporation NYSE Common Stock
SCHD
×
$10,000.00
2011-10-20
$61,756.55
2026-05-29
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund

Annual Returns

Year MAIN SCHD
2026 (YTD) −12.80% +19.49%
2025 +10.75% +4.34%
2024 +47.30% +11.66%
2023 +28.23% +4.54%
2022 −11.37% −3.26%
2021 +48.31% +29.87%
2020 −19.54% +15.03%
2019 +36.88% +27.29%
2018 −8.27% −5.56%
2017 +16.05% +20.85%
2016 +37.45% +16.45%
2015 +8.54% −0.30%
2014 −2.99% +11.69%
2013 +16.83% +32.88%
2012 +53.48% +11.39%
2011 +27.79% +5.31%
2010 +24.22%
2009 +84.84%
2008 −20.77%
2007 −4.43%

Drawdowns

Thu 2011-10-20💬 to Fri 2026-05-29 Current
Drawdown
Worst
Drawdown
MAIN
×
−19.96%
from 2025-08-13 peak
−64.53%
2020-03-23
from 2020-02-13 peak
Main Street Capital Corporation NYSE Common Stock
SCHD
×
−1.01%
from 2026-05-22 peak
−33.37%
2020-03-23
from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-05-29 1
Year
2
Years
3
Years
5
Years
10
Years
MAIN
×
−2.89% +24.60%
+11.63%/yr
+64.28%
+17.94%/yr
+81.99%
+12.72%/yr
+238.82%
+12.97%/yr
Main Street Capital Corporation NYSE Common Stock
SCHD
×
+28.89% +37.61%
+17.32%/yr
+54.80%
+15.63%/yr
+51.38%
+8.64%/yr
+234.93%
+12.84%/yr
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund