All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20? to Fri 2025-05-09 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−4.97%
2025-05-09 |
4.707 TR
2025-05-09 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| MAIN × |
−7.08%
2025-05-09 |
15.6 TR
2025-05-09 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| SWPPX × |
−3.30%
2025-05-09 |
10.18 TR
2025-05-09 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Thu 2011-10-20? to Fri 2025-05-09 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+370.74%
+12.11%/yr |
+12.45%/yr
(R2=0.975) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| MAIN × |
+763.43%
+17.24%/yr |
+12.77%/yr
(R2=0.925) |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| SWPPX × |
+483.70%
+13.90%/yr |
+13.09%/yr
(R2=0.976) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Thu 2011-10-20? to Fri 2025-05-09 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$47,073.67
2025-05-09 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| MAIN × |
$10,000.00
2011-10-20 |
$86,343.25
2025-05-09 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| SWPPX × |
$10,000.00
2011-10-20 |
$58,370.00
2025-05-09 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Year | SCHD | MAIN | SWPPX |
|---|---|---|---|
| 2025 (YTD) | −4.97% | −7.08% | −3.30% |
| 2024 | +11.66% | +47.30% | +24.96% |
| 2023 | +4.54% | +28.23% | +26.26% |
| 2022 | −3.26% | −11.37% | −18.14% |
| 2021 | +29.87% | +48.31% | +28.67% |
| 2020 | +15.03% | −19.54% | +18.38% |
| 2019 | +27.29% | +36.88% | +31.46% |
| 2018 | −5.56% | −8.27% | −4.92% |
| 2017 | +20.85% | +16.05% | +21.76% |
| 2016 | +16.45% | +37.45% | +11.21% |
| 2015 | −0.30% | +8.54% | +0.26% |
| 2014 | +11.69% | −2.99% | +13.55% |
| 2013 | +32.88% | +16.83% | +32.26% |
| 2012 | +11.39% | +53.48% | +15.89% |
| 2011 | +5.31% | +27.79% | +2.02% |
| 2010 | — | +24.22% | +14.98% |
| 2009 | — | +84.84% | +26.26% |
| 2008 | — | −20.77% | −36.70% |
| 2007 | — | −4.42% | +5.45% |
| 2006 | — | — | +15.68% |
| 2005 | — | — | +4.78% |
| 2004 | — | — | +10.70% |
| 2003 | — | — | +28.47% |
| 2002 | — | — | −22.18% |
| 2001 | — | — | −12.04% |
| 2000 | — | — | −9.19% |
| 1999 | — | — | +21.97% |
| 1998 | — | — | +28.26% |
| 1997 | — | — | +9.33% |
| Thu 2011-10-20? to Fri 2025-05-09 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −11.26% |
−33.37%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| MAIN × | −14.46% |
−64.53%
2020-03-23 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| SWPPX × | −7.58% |
−33.80%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||