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