SCHX,MAIN,KO,O: 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
KO ×	+11.90% 2025-05-14	1259.74 TR 2025-05-14
The Coca-Cola Company NYSE Common Stock
O ×	+4.58% 2025-05-14	47.02 TR 2025-05-14
Realty Income Corporation NYSE Common Stock

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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
KO ×	+319.74% +9.68%/yr	+8.56%/yr (R2=0.968)
The Coca-Cola Company NYSE Common Stock
O ×	+424.32% +11.26%/yr	+10.20%/yr (R2=0.894)
Realty Income Corporation NYSE Common Stock

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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
KO ×	$10,000.00 2009-11-03	$41,974.42 2025-05-14
The Coca-Cola Company NYSE Common Stock
O ×	$10,000.00 2009-11-03	$52,432.22 2025-05-14
Realty Income Corporation NYSE Common Stock

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Annual Returns

Year	SCHX	MAIN	KO	O
2025 (YTD)	+0.68%	−6.69%	+11.90%	+4.58%
2024	+26.46%	+47.30%	+8.88%	−2.11%
2023	+29.81%	+28.23%	−4.43%	−4.55%
2022	−19.41%	−11.37%	+10.61%	−7.37%
2021	+27.66%	+48.31%	+11.37%	+27.96%
2020	+20.81%	−19.54%	+2.47%	−14.33%
2019	+34.82%	+36.88%	+20.60%	+25.14%
2018	−3.51%	−8.27%	+6.77%	+12.20%
2017	+23.11%	+16.05%	+14.38%	+6.99%
2016	+15.34%	+37.45%	−0.36%	+15.78%
2015	+3.05%	+8.54%	+5.14%	+13.38%
2014	+15.46%	−2.99%	+5.27%	+34.35%
2013	+34.77%	+16.83%	+17.23%	−2.30%
2012	+18.88%	+53.48%	+6.53%	+20.67%
2011	+3.41%	+27.79%	+9.46%	+7.53%
2010	+17.15%	+24.22%	+19.02%	+39.32%
2009	+7.34%	+84.84%	+30.30%	+20.82%
2008	—	−20.77%	−24.10%	−8.22%
2007	—	−4.42%	+30.45%	+3.27%
2006	—	—	+23.10%	+36.05%
2005	—	—	−0.66%	−9.40%
2004	—	—	−16.12%	+33.87%
2003	—	—	+18.13%	+21.61%
2002	—	—	−5.50%	+27.47%
2001	—	—	−20.90%	+28.13%
2000	—	—	+5.98%	+32.73%
1999	—	—	−12.16%	−9.12%
1998	—	—	+1.32%	+5.59%
1997	—	—	+27.86%	+14.76%
1996	—	—	+43.26%	+14.71%
1995	—	—	+46.20%	+46.26%
1994	—	—	+17.44%	+10.03%
1993	—	—	+8.29%	—
1992	—	—	+5.77%	—
1991	—	—	+75.40%	—
1990	—	—	+22.72%	—
1989	—	—	+77.04%	—
1988	—	—	+20.60%	—
1987	—	—	+3.61%	—
1986	—	—	+37.99%	—
1985	—	—	+41.25%	—
1984	—	—	+22.27%	—
1983	—	—	+8.42%	—
1982	—	—	+60.08%	—
1981	—	—	+11.29%	—
1980	—	—	+3.39%	—
1979	—	—	−17.20%	—
1978	—	—	+22.82%	—
1977	—	—	−1.77%	—
1976	—	—	−0.85%	—
1975	—	—	+59.71%	—
1974	—	—	−56.97%	—
1973	—	—	−13.71%	—
1972	—	—	+23.18%	—
1971	—	—	+46.26%	—
1970	—	—	+4.53%	—
1969	—	—	+15.05%	—
1968	—	—	+7.91%	—
1967	—	—	+47.79%	—
1966	—	—	+4.28%	—
1965	—	—	+22.22%	—
1964	—	—	+21.62%	—
1963	—	—	+35.56%	—
1962	—	—	−15.48%	—

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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
KO ×	−6.41%	−36.99% 2020-03-23
The Coca-Cola Company NYSE Common Stock
O ×	−15.43%	−48.28% 2020-03-18
Realty Income Corporation NYSE Common Stock