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

Total Real Returns

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

Thu 2011-10-20? to Tue 2025-05-13 YTD
Return
TR
Price
MAIN
×
−5.29%
2025-05-13
15.9 TR
2025-05-13
Main Street Capital Corporation NYSE Common Stock
SCHD
×
−2.83%
2025-05-13
4.813 TR
2025-05-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+5.57%
2025-05-13
47.47 TR
2025-05-13
Realty Income Corporation NYSE Common Stock

Returns

Thu 2011-10-20? to Tue 2025-05-13 Overall
Return
Exponential
Trendline
MAIN
×
+780.07%
+17.39%/yr
+12.78%/yr
(R2=0.925)
Main Street Capital Corporation NYSE Common Stock
SCHD
×
+381.35%
+12.28%/yr
+12.45%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+240.36%
+9.45%/yr
+8.95%/yr
(R2=0.856)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Thu 2011-10-20? to Tue 2025-05-13 Start
Value
End
Value
MAIN
×
$10,000.00
2011-10-20
$88,006.52
2025-05-13
Main Street Capital Corporation NYSE Common Stock
SCHD
×
$10,000.00
2011-10-20
$48,134.80
2025-05-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
$10,000.00
2011-10-20
$34,035.77
2025-05-13
Realty Income Corporation NYSE Common Stock

Annual Returns

Year MAIN SCHD O
2025 (YTD) −5.29% −2.83% +5.57%
2024 +47.30% +11.66% −2.11%
2023 +28.23% +4.54% −4.55%
2022 −11.37% −3.26% −7.37%
2021 +48.31% +29.87% +27.96%
2020 −19.54% +15.03% −14.33%
2019 +36.88% +27.29% +25.14%
2018 −8.27% −5.56% +12.20%
2017 +16.05% +20.85% +6.99%
2016 +37.45% +16.45% +15.78%
2015 +8.54% −0.30% +13.38%
2014 −2.99% +11.69% +34.35%
2013 +16.83% +32.88% −2.30%
2012 +53.48% +11.39% +20.67%
2011 +27.79% +5.31% +7.53%
2010 +24.22% +39.32%
2009 +84.84% +20.82%
2008 −20.77% −8.22%
2007 −4.42% +3.27%
2006 +36.05%
2005 −9.40%
2004 +33.87%
2003 +21.61%
2002 +27.47%
2001 +28.13%
2000 +32.73%
1999 −9.12%
1998 +5.59%
1997 +14.76%
1996 +14.71%
1995 +46.26%
1994 +10.03%

Drawdowns

Thu 2011-10-20? to Tue 2025-05-13 Current
Drawdown
Worst
Drawdown
MAIN
×
−12.81% −64.53%
2020-03-23
Main Street Capital Corporation NYSE Common Stock
SCHD
×
−9.26% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
−14.62% −48.28%
2020-03-18
Realty Income Corporation NYSE Common Stock