All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20? 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 | ||||||
| SCHD × |
−2.83%
2025-05-13 |
4.813 TR
2025-05-13 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × |
+5.57%
2025-05-13 |
47.47 TR
2025-05-13 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| Thu 2011-10-20? to Tue 2025-05-13 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+752.81%
+17.12%/yr |
+16.23%/yr
(R2=0.970) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| MAIN × |
+780.07%
+17.39%/yr |
+12.78%/yr
(R2=0.925) |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| SCHD × |
+381.35%
+12.28%/yr |
+12.45%/yr
(R2=0.975) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × |
+240.36%
+9.45%/yr |
+8.95%/yr
(R2=0.856) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| Thu 2011-10-20? to Tue 2025-05-13 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHG × |
$10,000.00
2011-10-20 |
$85,281.21
2025-05-13 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| MAIN × |
$10,000.00
2011-10-20 |
$88,006.52
2025-05-13 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$48,134.80
2025-05-13 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × |
$10,000.00
2011-10-20 |
$34,035.77
2025-05-13 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| Year | SCHG | MAIN | SCHD | O |
|---|---|---|---|---|
| 2025 (YTD) | −1.59% | −5.29% | −2.83% | +5.57% |
| 2024 | +34.96% | +47.30% | +11.66% | −2.11% |
| 2023 | +50.10% | +28.23% | +4.54% | −4.55% |
| 2022 | −31.80% | −11.37% | −3.26% | −7.37% |
| 2021 | +28.11% | +48.31% | +29.87% | +27.96% |
| 2020 | +39.14% | −19.54% | +15.03% | −14.33% |
| 2019 | +36.02% | +36.88% | +27.29% | +25.14% |
| 2018 | −1.36% | −8.27% | −5.56% | +12.20% |
| 2017 | +28.05% | +16.05% | +20.85% | +6.99% |
| 2016 | +6.82% | +37.45% | +16.45% | +15.78% |
| 2015 | +3.24% | +8.54% | −0.30% | +13.38% |
| 2014 | +15.80% | −2.99% | +11.69% | +34.35% |
| 2013 | +34.04% | +16.83% | +32.88% | −2.30% |
| 2012 | +16.88% | +53.48% | +11.39% | +20.67% |
| 2011 | −0.74% | +27.79% | +5.31% | +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% |
| Thu 2011-10-20? 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 | ||||||
| SCHD × | −9.26% |
−33.37%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × | −14.62% |
−48.28%
2020-03-18 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||