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

Thu 2011-10-20? to Wed 2025-05-14	YTD Return	TR Price
MAIN ×	−6.69% 2025-05-14	15.66 TR 2025-05-14
Main Street Capital Corporation NYSE Common Stock
SCHD ×	−3.97% 2025-05-14	4.757 TR 2025-05-14
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO ×	+11.90% 2025-05-14	1259.74 TR 2025-05-14
The Coca-Cola Company NYSE Common Stock
JNJ ×	+2.01% 2025-05-14	1236.15 TR 2025-05-14
Johnson & Johnson NYSE Common Stock
O ×	+4.58% 2025-05-14	47.02 TR 2025-05-14
Realty Income Corporation NYSE Common Stock

---

Returns

Thu 2011-10-20? to Wed 2025-05-14	Overall Return	Exponential Trendline
MAIN ×	+767.02% +17.26%/yr	+12.78%/yr (R2=0.925)
Main Street Capital Corporation NYSE Common Stock
SCHD ×	+375.68% +12.18%/yr	+12.44%/yr (R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO ×	+213.06% +8.78%/yr	+8.07%/yr (R2=0.963)
The Coca-Cola Company NYSE Common Stock
JNJ ×	+244.61% +9.55%/yr	+9.90%/yr (R2=0.913)
Johnson & Johnson NYSE Common Stock
O ×	+237.14% +9.37%/yr	+8.95%/yr (R2=0.856)
Realty Income Corporation NYSE Common Stock

---

Growth of $10,000

Thu 2011-10-20? to Wed 2025-05-14	Start Value	End Value
MAIN ×	$10,000.00 2011-10-20	$86,702.00 2025-05-14
Main Street Capital Corporation NYSE Common Stock
SCHD ×	$10,000.00 2011-10-20	$47,567.65 2025-05-14
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO ×	$10,000.00 2011-10-20	$31,305.88 2025-05-14
The Coca-Cola Company NYSE Common Stock
JNJ ×	$10,000.00 2011-10-20	$34,460.59 2025-05-14
Johnson & Johnson NYSE Common Stock
O ×	$10,000.00 2011-10-20	$33,714.32 2025-05-14
Realty Income Corporation NYSE Common Stock

---

Annual Returns

Year	MAIN	SCHD	KO	JNJ	O
2025 (YTD)	−6.69%	−3.97%	+11.90%	+2.01%	+4.58%
2024	+47.30%	+11.66%	+8.88%	−4.81%	−2.11%
2023	+28.23%	+4.54%	−4.43%	−8.58%	−4.55%
2022	−11.37%	−3.26%	+10.61%	+5.97%	−7.37%
2021	+48.31%	+29.87%	+11.37%	+11.44%	+27.96%
2020	−19.54%	+15.03%	+2.47%	+10.82%	−14.33%
2019	+36.88%	+27.29%	+20.60%	+16.22%	+25.14%
2018	−8.27%	−5.56%	+6.77%	−5.13%	+12.20%
2017	+16.05%	+20.85%	+14.38%	+24.43%	+6.99%
2016	+37.45%	+16.45%	−0.36%	+15.33%	+15.78%
2015	+8.54%	−0.30%	+5.14%	+1.14%	+13.38%
2014	−2.99%	+11.69%	+5.27%	+17.34%	+34.35%
2013	+16.83%	+32.88%	+17.23%	+34.62%	−2.30%
2012	+53.48%	+11.39%	+6.53%	+10.85%	+20.67%
2011	+27.79%	+5.31%	+9.46%	+9.89%	+7.53%
2010	+24.22%	—	+19.02%	−0.59%	+39.32%
2009	+84.84%	—	+30.30%	+11.27%	+20.82%
2008	−20.77%	—	−24.10%	−7.72%	−8.22%
2007	−4.42%	—	+30.45%	+3.61%	+3.27%
2006	—	—	+23.10%	+12.43%	+36.05%
2005	—	—	−0.66%	−3.36%	−9.40%
2004	—	—	−16.12%	+25.17%	+33.87%
2003	—	—	+18.13%	−2.08%	+21.61%
2002	—	—	−5.50%	−7.88%	+27.47%
2001	—	—	−20.90%	+13.21%	+28.13%
2000	—	—	+5.98%	+12.67%	+32.73%
1999	—	—	−12.16%	+11.18%	−9.12%
1998	—	—	+1.32%	+27.32%	+5.59%
1997	—	—	+27.86%	+32.41%	+14.76%
1996	—	—	+43.26%	+16.37%	+14.71%
1995	—	—	+46.20%	+56.17%	+46.26%
1994	—	—	+17.44%	+22.00%	+10.03%
1993	—	—	+8.29%	−11.14%	—
1992	—	—	+5.77%	−11.79%	—
1991	—	—	+75.40%	+59.58%	—
1990	—	—	+22.72%	+20.84%	—
1989	—	—	+77.04%	+39.50%	—
1988	—	—	+20.60%	+13.69%	—
1987	—	—	+3.61%	+14.09%	—
1986	—	—	+37.99%	+24.70%	—
1985	—	—	+41.25%	+45.68%	—
1984	—	—	+22.27%	−11.62%	—
1983	—	—	+8.42%	−17.64%	—
1982	—	—	+60.08%	+33.67%	—
1981	—	—	+11.29%	+11.66%	—
1980	—	—	+3.39%	+25.87%	—
1979	—	—	−17.20%	+7.45%	—
1978	—	—	+22.82%	−3.91%	—
1977	—	—	−1.77%	−1.60%	—
1976	—	—	−0.85%	−13.10%	—
1975	—	—	+59.71%	+10.97%	—
1974	—	—	−56.97%	−28.27%	—
1973	—	—	−13.71%	−13.60%	—
1972	—	—	+23.18%	+32.49%	—
1971	—	—	+46.26%	+72.80%	—
1970	—	—	+4.53%	−5.00%	—
1969	—	—	+15.05%	+68.99%	—
1968	—	—	+7.91%	+16.07%	—
1967	—	—	+47.79%	+61.01%	—
1966	—	—	+4.28%	−0.76%	—
1965	—	—	+22.22%	+54.19%	—
1964	—	—	+21.62%	+9.50%	—
1963	—	—	+35.56%	+39.27%	—
1962	—	—	−15.48%	−24.07%	—

---

Drawdowns

Thu 2011-10-20? to Wed 2025-05-14	Current Drawdown	Worst Drawdown
MAIN ×	−14.10%	−64.53% 2020-03-23
Main Street Capital Corporation NYSE Common Stock
SCHD ×	−10.33%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO ×	−6.41%	−36.99% 2020-03-23
The Coca-Cola Company NYSE Common Stock
JNJ ×	−14.03%	−27.37% 2020-03-23
Johnson & Johnson NYSE Common Stock
O ×	−15.43%	−48.28% 2020-03-18
Realty Income Corporation NYSE Common Stock