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

Total Real Returns

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

Tue 2009-11-03? to Wed 2025-05-14 YTD
Return
TR
Price
SCHX
×
+0.68%
2025-05-14
9.407 TR
2025-05-14
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
MAIN
×
−6.69%
2025-05-14
15.66 TR
2025-05-14
Main Street Capital Corporation NYSE Common Stock

Returns

Tue 2009-11-03? to Wed 2025-05-14 Overall
Return
Exponential
Trendline
SCHX
×
+840.66%
+15.53%/yr
+15.16%/yr
(R2=0.985)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
MAIN
×
+1,245.05%
+18.22%/yr
+14.93%/yr
(R2=0.927)
Main Street Capital Corporation NYSE Common Stock

Growth of $10,000

Tue 2009-11-03? to Wed 2025-05-14 Start
Value
End
Value
SCHX
×
$10,000.00
2009-11-03
$94,065.81
2025-05-14
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
MAIN
×
$10,000.00
2009-11-03
$134,505.44
2025-05-14
Main Street Capital Corporation NYSE Common Stock

Annual Returns

Year SCHX MAIN
2025 (YTD) +0.68% −6.69%
2024 +26.46% +47.30%
2023 +29.81% +28.23%
2022 −19.41% −11.37%
2021 +27.66% +48.31%
2020 +20.81% −19.54%
2019 +34.82% +36.88%
2018 −3.51% −8.27%
2017 +23.11% +16.05%
2016 +15.34% +37.45%
2015 +3.05% +8.54%
2014 +15.46% −2.99%
2013 +34.77% +16.83%
2012 +18.88% +53.48%
2011 +3.41% +27.79%
2010 +17.15% +24.22%
2009 +7.34% +84.84%
2008 −20.77%
2007 −4.42%

Drawdowns

Tue 2009-11-03? to Wed 2025-05-14 Current
Drawdown
Worst
Drawdown
SCHX
×
−3.88% −34.33%
2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
MAIN
×
−14.10% −64.53%
2020-03-23
Main Street Capital Corporation NYSE Common Stock