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

Total Real Returns

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

Thu 2011-10-20? to Mon 2025-05-12 YTD
Return
TR
Price
SCHD
×
−2.39%
2025-05-12
4.835 TR
2025-05-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN
×
−5.43%
2025-05-12
15.87 TR
2025-05-12
Main Street Capital Corporation NYSE Common Stock

Returns

Thu 2011-10-20? to Mon 2025-05-12 Overall
Return
Exponential
Trendline
SCHD
×
+383.54%
+12.32%/yr
+12.45%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN
×
+778.76%
+17.38%/yr
+12.77%/yr
(R2=0.925)
Main Street Capital Corporation NYSE Common Stock

Growth of $10,000

Thu 2011-10-20? to Mon 2025-05-12 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$48,354.34
2025-05-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN
×
$10,000.00
2011-10-20
$87,876.07
2025-05-12
Main Street Capital Corporation NYSE Common Stock

Annual Returns

Year SCHD MAIN
2025 (YTD) −2.39% −5.43%
2024 +11.66% +47.30%
2023 +4.54% +28.23%
2022 −3.26% −11.37%
2021 +29.87% +48.31%
2020 +15.03% −19.54%
2019 +27.29% +36.88%
2018 −5.56% −8.27%
2017 +20.85% +16.05%
2016 +16.45% +37.45%
2015 −0.30% +8.54%
2014 +11.69% −2.99%
2013 +32.88% +16.83%
2012 +11.39% +53.48%
2011 +5.31% +27.79%
2010 +24.22%
2009 +84.84%
2008 −20.77%
2007 −4.42%

Drawdowns

Thu 2011-10-20? to Mon 2025-05-12 Current
Drawdown
Worst
Drawdown
SCHD
×
−8.85% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN
×
−12.94% −64.53%
2020-03-23
Main Street Capital Corporation NYSE Common Stock