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

Total Real Returns

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

Tue 2009-11-03? to Fri 2025-12-12 YTD
Return
TR
Price
SCHX
×
+17.20%
2025-12-12
8.724 TR
2025-12-12
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
MAIN
×
+13.22%
2025-12-12
19 TR
2025-12-12
Main Street Capital Corporation NYSE Common Stock
KO
×
+16.61%
2025-12-12
1303.51 TR
2025-12-12
The Coca-Cola Company NYSE Common Stock

Returns

Tue 2009-11-03? to Fri 2025-12-12 Overall
Return
Exponential
Trendline
SCHX
×
+772.40%
+14.39%/yr
+13.49%/yr
(R2=0.983)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
MAIN
×
+1,532.12%
+18.93%/yr
+15.13%/yr
(R2=0.934)
Main Street Capital Corporation NYSE Common Stock
KO
×
+337.40%
+9.59%/yr
+8.58%/yr
(R2=0.971)
The Coca-Cola Company NYSE Common Stock

Growth of $10,000

Tue 2009-11-03? to Fri 2025-12-12 Start
Value
End
Value
SCHX
×
$10,000.00
2009-11-03
$87,240.47
2025-12-12
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
MAIN
×
$10,000.00
2009-11-03
$163,212.16
2025-12-12
Main Street Capital Corporation NYSE Common Stock
KO
×
$10,000.00
2009-11-03
$43,739.84
2025-12-12
The Coca-Cola Company NYSE Common Stock

Annual Returns

Year SCHX MAIN KO
2025 (YTD) +17.20% +13.22% +16.61%
2024 +24.88% +47.30% +8.88%
2023 +26.84% +28.23% −4.43%
2022 −19.41% −11.37% +10.61%
2021 +26.81% +48.31% +11.37%
2020 +20.81% −19.54% +2.47%
2019 +31.22% +36.88% +20.60%
2018 −4.53% −8.27% +6.77%
2017 +21.95% +16.05% +14.38%
2016 +12.01% +37.45% −0.36%
2015 +1.05% +8.54% +5.14%
2014 +13.33% −2.99% +5.27%
2013 +32.42% +16.83% +17.23%
2012 +16.09% +53.48% +6.53%
2011 +1.54% +27.79% +9.46%
2010 +15.92% +24.23% +19.02%
2009 +7.34% +84.84% +30.30%
2008 −20.77% −24.10%
2007 −4.42% +30.45%
2006 +23.10%
2005 −0.66%
2004 −16.12%
2003 +18.13%
2002 −5.50%
2001 −21.47%
2000 +5.98%
1999 −12.16%
1998 +1.32%
1997 +27.86%
1996 +43.26%
1995 +46.20%
1994 +17.44%
1993 +8.29%
1992 +5.77%
1991 +75.39%
1990 +22.72%
1989 +77.05%
1988 +20.60%
1987 +3.61%
1986 +37.98%
1985 +41.26%
1984 +22.26%
1983 +8.41%
1982 +60.04%
1981 +11.30%
1980 +3.44%
1979 −17.23%
1978 +22.84%
1977 −1.79%
1976 −0.81%
1975 +59.69%
1974 −56.96%
1973 −13.70%
1972 +23.19%
1971 +46.23%
1970 +4.48%
1969 +15.07%
1968 +7.96%
1967 +47.76%
1966 +4.23%
1965 +22.28%
1964 +21.61%
1963 +35.67%
1962 −15.53%

Drawdowns

Tue 2009-11-03? to Fri 2025-12-12 Current
Drawdown
Worst
Drawdown
SCHX
×
−1.14% −34.33%
2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
MAIN
×
−6.16% −64.53%
2020-03-23
Main Street Capital Corporation NYSE Common Stock
KO
×
−2.88% −36.99%
2020-03-23
The Coca-Cola Company NYSE Common Stock