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

Total Real Returns

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

Thu 2011-10-20? to Fri 2025-05-09 YTD
Return
TR
Price
MAIN
×
−7.08%
2025-05-09
15.6 TR
2025-05-09
Main Street Capital Corporation NYSE Common Stock
SCHD
×
−4.97%
2025-05-09
4.707 TR
2025-05-09
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
−3.41%
2025-05-09
6.734 TR
2025-05-09
Vanguard S&P 500 ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2025-05-09 Overall
Return
Exponential
Trendline
MAIN
×
+763.43%
+17.24%/yr
+12.77%/yr
(R2=0.925)
Main Street Capital Corporation NYSE Common Stock
SCHD
×
+370.74%
+12.11%/yr
+12.45%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
+498.55%
+14.11%/yr
+13.36%/yr
(R2=0.977)
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2025-05-09 Start
Value
End
Value
MAIN
×
$10,000.00
2011-10-20
$86,343.25
2025-05-09
Main Street Capital Corporation NYSE Common Stock
SCHD
×
$10,000.00
2011-10-20
$47,073.67
2025-05-09
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
$10,000.00
2011-10-20
$59,855.33
2025-05-09
Vanguard S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year MAIN SCHD VOO
2025 (YTD) −7.08% −4.97% −3.41%
2024 +47.30% +11.66% +24.98%
2023 +28.23% +4.54% +26.32%
2022 −11.37% −3.26% −18.17%
2021 +48.31% +29.87% +28.79%
2020 −19.54% +15.03% +18.32%
2019 +36.88% +27.29% +31.37%
2018 −8.27% −5.56% −4.50%
2017 +16.05% +20.85% +21.77%
2016 +37.45% +16.45% +12.17%
2015 +8.54% −0.30% +1.33%
2014 −2.99% +11.69% +13.56%
2013 +16.83% +32.88% +32.39%
2012 +53.48% +11.39% +15.99%
2011 +27.79% +5.31% +1.90%
2010 +24.22% +14.78%
2009 +84.84%
2008 −20.77%
2007 −4.42%

Drawdowns

Thu 2011-10-20? to Fri 2025-05-09 Current
Drawdown
Worst
Drawdown
MAIN
×
−14.46% −64.53%
2020-03-23
Main Street Capital Corporation NYSE Common Stock
SCHD
×
−11.26% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
−7.67% −33.99%
2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund