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

Total Real Returns

SCHG,MAIN,O: Total Return Chart (with Dividends Reinvested)

Fri 2009-12-11? to Tue 2025-05-13 YTD
Return
TR
Price
SCHG
×
−1.59%
2025-05-13
9.923 TR
2025-05-13
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MAIN
×
−5.29%
2025-05-13
15.9 TR
2025-05-13
Main Street Capital Corporation NYSE Common Stock
O
×
+5.57%
2025-05-13
47.47 TR
2025-05-13
Realty Income Corporation NYSE Common Stock

Returns

Fri 2009-12-11? to Tue 2025-05-13 Overall
Return
Exponential
Trendline
SCHG
×
+892.29%
+16.05%/yr
+15.96%/yr
(R2=0.977)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MAIN
×
+1,137.08%
+17.72%/yr
+14.81%/yr
(R2=0.927)
Main Street Capital Corporation NYSE Common Stock
O
×
+369.08%
+10.54%/yr
+10.09%/yr
(R2=0.894)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Fri 2009-12-11? to Tue 2025-05-13 Start
Value
End
Value
SCHG
×
$10,000.00
2009-12-11
$99,228.62
2025-05-13
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MAIN
×
$10,000.00
2009-12-11
$123,707.80
2025-05-13
Main Street Capital Corporation NYSE Common Stock
O
×
$10,000.00
2009-12-11
$46,908.28
2025-05-13
Realty Income Corporation NYSE Common Stock

Annual Returns

Year SCHG MAIN O
2025 (YTD) −1.59% −5.29% +5.57%
2024 +34.96% +47.30% −2.11%
2023 +50.10% +28.23% −4.55%
2022 −31.80% −11.37% −7.37%
2021 +28.11% +48.31% +27.96%
2020 +39.14% −19.54% −14.33%
2019 +36.02% +36.88% +25.14%
2018 −1.36% −8.27% +12.20%
2017 +28.05% +16.05% +6.99%
2016 +6.82% +37.45% +15.78%
2015 +3.24% +8.54% +13.38%
2014 +15.80% −2.99% +34.35%
2013 +34.04% +16.83% −2.30%
2012 +16.88% +53.48% +20.67%
2011 −0.74% +27.79% +7.53%
2010 +16.85% +24.22% +39.32%
2009 +2.70% +84.84% +20.82%
2008 −20.77% −8.22%
2007 −4.42% +3.27%
2006 +36.05%
2005 −9.40%
2004 +33.87%
2003 +21.61%
2002 +27.47%
2001 +28.13%
2000 +32.73%
1999 −9.12%
1998 +5.59%
1997 +14.76%
1996 +14.71%
1995 +46.26%
1994 +10.03%

Drawdowns

Fri 2009-12-11? to Tue 2025-05-13 Current
Drawdown
Worst
Drawdown
SCHG
×
−5.75% −34.59%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MAIN
×
−12.81% −64.53%
2020-03-23
Main Street Capital Corporation NYSE Common Stock
O
×
−14.62% −48.28%
2020-03-18
Realty Income Corporation NYSE Common Stock