All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20? to Fri 2025-12-12 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+17.07%
2025-12-12 |
11.8 TR
2025-12-12 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| MAIN × |
+13.22%
2025-12-12 |
19 TR
2025-12-12 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| SCHD × |
+5.29%
2025-12-12 |
5.216 TR
2025-12-12 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| PG × |
−12.53%
2025-12-12 |
472.82 TR
2025-12-12 |
||||
| Procter & Gamble Company NYSE Common Stock | ||||||
| KO × |
+16.61%
2025-12-12 |
1303.51 TR
2025-12-12 |
||||
| The Coca-Cola Company NYSE Common Stock | ||||||
| Thu 2011-10-20? to Fri 2025-12-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+914.48%
+17.80%/yr |
+16.47%/yr
(R2=0.973) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| MAIN × |
+952.07%
+18.10%/yr |
+13.21%/yr
(R2=0.930) |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| SCHD × |
+421.57%
+12.38%/yr |
+12.23%/yr
(R2=0.975) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| PG × |
+228.14%
+8.76%/yr |
+10.69%/yr
(R2=0.948) |
||||
| Procter & Gamble Company NYSE Common Stock | ||||||
| KO × |
+226.23%
+8.72%/yr |
+8.14%/yr
(R2=0.967) |
||||
| The Coca-Cola Company NYSE Common Stock | ||||||
| Thu 2011-10-20? to Fri 2025-12-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHG × |
$10,000.00
2011-10-20 |
$101,448.37
2025-12-12 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| MAIN × |
$10,000.00
2011-10-20 |
$105,206.94
2025-12-12 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$52,156.55
2025-12-12 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| PG × |
$10,000.00
2011-10-20 |
$32,814.23
2025-12-12 |
||||
| Procter & Gamble Company NYSE Common Stock | ||||||
| KO × |
$10,000.00
2011-10-20 |
$32,622.62
2025-12-12 |
||||
| The Coca-Cola Company NYSE Common Stock | ||||||
| Thu 2011-10-20? to Fri 2025-12-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHG × | −3.44% |
−34.59%
2023-01-05 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| MAIN × | −6.16% |
−64.53%
2020-03-23 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| SCHD × | −1.68% |
−33.37%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| PG × | −18.40% |
−25.46%
2015-09-14 |
||||
| Procter & Gamble Company NYSE Common Stock | ||||||
| KO × | −2.88% |
−36.99%
2020-03-23 |
||||
| The Coca-Cola Company NYSE Common Stock | ||||||