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

Total Real Returns

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

Thu 2011-10-20? to Tue 2025-06-03 YTD
Return
TR
Price
MAIN
×
−0.92%
2025-06-03
16.63 TR
2025-06-03
Main Street Capital Corporation NYSE Common Stock
SCHD
×
−2.35%
2025-06-03
4.837 TR
2025-06-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
+3.30%
2025-06-03
12.17 TR
2025-06-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Thu 2011-10-20? to Tue 2025-06-03 Overall
Return
Exponential
Trendline
MAIN
×
+820.67%
+17.70%/yr
+12.81%/yr
(R2=0.926)
Main Street Capital Corporation NYSE Common Stock
SCHD
×
+383.73%
+12.27%/yr
+12.42%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
+953.28%
+18.87%/yr
+18.74%/yr
(R2=0.976)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Tue 2025-06-03 Start
Value
End
Value
MAIN
×
$10,000.00
2011-10-20
$92,066.86
2025-06-03
Main Street Capital Corporation NYSE Common Stock
SCHD
×
$10,000.00
2011-10-20
$48,372.64
2025-06-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
$10,000.00
2011-10-20
$105,328.34
2025-06-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year MAIN SCHD QQQ
2025 (YTD) −0.92% −2.35% +3.30%
2024 +47.30% +11.66% +25.58%
2023 +28.23% +4.54% +54.86%
2022 −11.37% −3.26% −32.58%
2021 +48.31% +29.87% +27.42%
2020 −19.54% +15.03% +48.62%
2019 +36.88% +27.29% +38.96%
2018 −8.27% −5.56% −0.13%
2017 +16.05% +20.85% +32.66%
2016 +37.45% +16.45% +7.10%
2015 +8.54% −0.30% +9.44%
2014 −2.99% +11.69% +19.18%
2013 +16.83% +32.88% +36.63%
2012 +53.48% +11.39% +18.11%
2011 +27.79% +5.31% +3.38%
2010 +24.22% +19.91%
2009 +84.84% +54.70%
2008 −20.77% −41.73%
2007 −4.42% +19.03%
2006 +7.14%
2005 +1.58%
2004 +10.52%
2003 +49.67%
2002 −37.37%
2001 −33.34%
2000 −36.11%
1999 +78.95%

Drawdowns

Thu 2011-10-20? to Tue 2025-06-03 Current
Drawdown
Worst
Drawdown
MAIN
×
−8.78% −64.53%
2020-03-23
Main Street Capital Corporation NYSE Common Stock
SCHD
×
−8.81% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
−2.12% −35.12%
2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund