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 Wed 2025-05-07 YTD
Return
TR
Price
MAIN
×
−6.74%
2025-05-07
15.65 TR
2025-05-07
Main Street Capital Corporation NYSE Common Stock
SCHD
×
−5.30%
2025-05-07
4.691 TR
2025-05-07
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
−5.32%
2025-05-07
11.15 TR
2025-05-07
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
−3.92%
2025-05-07
6.698 TR
2025-05-07
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 Wed 2025-05-07 Overall
Return
Exponential
Trendline
MAIN
×
+766.52%
+17.28%/yr
+12.77%/yr
(R2=0.925)
Main Street Capital Corporation NYSE Common Stock
SCHD
×
+369.09%
+12.09%/yr
+12.45%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
+865.39%
+18.22%/yr
+18.75%/yr
(R2=0.976)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
+495.38%
+14.08%/yr
+13.36%/yr
(R2=0.977)
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Wed 2025-05-07 Start
Value
End
Value
MAIN
×
$10,000.00
2011-10-20
$86,652.38
2025-05-07
Main Street Capital Corporation NYSE Common Stock
SCHD
×
$10,000.00
2011-10-20
$46,909.02
2025-05-07
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
$10,000.00
2011-10-20
$96,539.33
2025-05-07
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
$10,000.00
2011-10-20
$59,537.96
2025-05-07
Vanguard S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year MAIN SCHD QQQ VOO
2025 (YTD) −6.74% −5.30% −5.32% −3.92%
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 +84.85% +54.70%
2008 −20.77% −41.73%
2007 −4.43% +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 Wed 2025-05-07 Current
Drawdown
Worst
Drawdown
MAIN
×
−14.15% −64.53%
2020-03-23
Main Street Capital Corporation NYSE Common Stock
SCHD
×
−11.57% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
−10.29% −35.12%
2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
−8.16% −33.99%
2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund