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

Total Real Returns

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

Thu 2011-10-20? to Fri 2025-05-30 YTD
Return
TR
Price
MAIN
×
−0.18%
2025-05-30
16.75 TR
2025-05-30
Main Street Capital Corporation NYSE Common Stock
SCHD
×
−3.35%
2025-05-30
4.788 TR
2025-05-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
+1.69%
2025-05-30
11.98 TR
2025-05-30
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
+0.90%
2025-05-30
7.034 TR
2025-05-30
Vanguard S&P 500 ETF Exchange-Traded Fund

Returns

MAIN,SCHD,QQQ,VOO - Total Return Chart
Date
--
MAIN
--
MAIN (Trendline)
--
SCHD
--
SCHD (Trendline)
--
QQQ
--
QQQ (Trendline)
--
VOO
--
VOO (Trendline)
--
Thu 2011-10-20? to Fri 2025-05-30 Overall
Return
Exponential
Trendline
MAIN
×
+827.52%
+17.78%/yr
+12.80%/yr
(R2=0.926)
Main Street Capital Corporation NYSE Common Stock
SCHD
×
+378.79%
+12.20%/yr
+12.42%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
+936.92%
+18.75%/yr
+18.74%/yr
(R2=0.976)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
+525.22%
+14.42%/yr
+13.37%/yr
(R2=0.978)
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2025-05-30 Start
Value
End
Value
MAIN
×
$10,000.00
2011-10-20
$92,751.73
2025-05-30
Main Street Capital Corporation NYSE Common Stock
SCHD
×
$10,000.00
2011-10-20
$47,878.67
2025-05-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
$10,000.00
2011-10-20
$103,692.38
2025-05-30
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
$10,000.00
2011-10-20
$62,522.36
2025-05-30
Vanguard S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year MAIN SCHD QQQ VOO
2025 (YTD) −0.18% −3.35% +1.69% +0.90%
2024 +47.30% +11.66% +25.58% +24.98%
2023 +28.23% +4.54% +54.86% +26.32%
2022 −11.37% −3.26% −32.58% −18.17%
2021 +48.31% +29.87% +27.42% +28.79%
2020 −19.54% +15.03% +48.62% +18.32%
2019 +36.88% +27.29% +38.96% +31.37%
2018 −8.27% −5.56% −0.13% −4.50%
2017 +16.05% +20.85% +32.66% +21.77%
2016 +37.45% +16.45% +7.10% +12.17%
2015 +8.54% −0.30% +9.44% +1.33%
2014 −2.99% +11.69% +19.18% +13.56%
2013 +16.83% +32.88% +36.63% +32.39%
2012 +53.48% +11.39% +18.11% +15.99%
2011 +27.79% +5.31% +3.38% +1.90%
2010 +24.22% +19.91% +14.78%
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

MAIN,SCHD,QQQ,VOO - Total Return Drawdowns Chart
Date
--
MAIN
--
SCHD
--
QQQ
--
VOO
--
Thu 2011-10-20? to Fri 2025-05-30 Current
Drawdown
Worst
Drawdown
MAIN
×
−8.11% −64.53%
2020-03-23
Main Street Capital Corporation NYSE Common Stock
SCHD
×
−9.74% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
−3.64% −35.12%
2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
−3.55% −33.99%
2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund