MAIN,SCHD,VOO: 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
VOO ×	+2.06% 2025-06-03	7.115 TR 2025-06-03
Vanguard S&P 500 ETF 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
VOO ×	+532.42% +14.50%/yr	+13.37%/yr (R2=0.978)
Vanguard S&P 500 ETF 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
VOO ×	$10,000.00 2011-10-20	$63,242.49 2025-06-03
Vanguard S&P 500 ETF Exchange-Traded Fund

---

Annual Returns

Year	MAIN	SCHD	VOO
2025 (YTD)	−0.92%	−2.35%	+2.06%
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 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
VOO ×	−2.44%	−33.99% 2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund