All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2009-11-03? to Tue 2025-05-13 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHX × |
+0.68%
2025-05-13 |
9.39 TR
2025-05-13 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| MAIN × |
−5.29%
2025-05-13 |
15.9 TR
2025-05-13 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| O × |
+5.57%
2025-05-13 |
47.47 TR
2025-05-13 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| Tue 2009-11-03? to Tue 2025-05-13 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHX × |
+839.04%
+15.52%/yr |
+15.16%/yr
(R2=0.985) |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| MAIN × |
+1,265.29%
+18.34%/yr |
+14.93%/yr
(R2=0.927) |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| O × |
+429.32%
+11.33%/yr |
+10.20%/yr
(R2=0.894) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| Tue 2009-11-03? to Tue 2025-05-13 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHX × |
$10,000.00
2009-11-03 |
$93,904.12
2025-05-13 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| MAIN × |
$10,000.00
2009-11-03 |
$136,529.22
2025-05-13 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| O × |
$10,000.00
2009-11-03 |
$52,932.13
2025-05-13 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| Year | SCHX | MAIN | O |
|---|---|---|---|
| 2025 (YTD) | +0.68% | −5.29% | +5.57% |
| 2024 | +26.46% | +47.30% | −2.11% |
| 2023 | +29.81% | +28.23% | −4.55% |
| 2022 | −19.41% | −11.37% | −7.37% |
| 2021 | +27.66% | +48.31% | +27.96% |
| 2020 | +20.81% | −19.54% | −14.33% |
| 2019 | +34.82% | +36.88% | +25.14% |
| 2018 | −3.51% | −8.27% | +12.20% |
| 2017 | +23.11% | +16.05% | +6.99% |
| 2016 | +15.34% | +37.45% | +15.78% |
| 2015 | +3.05% | +8.54% | +13.38% |
| 2014 | +15.46% | −2.99% | +34.35% |
| 2013 | +34.77% | +16.83% | −2.30% |
| 2012 | +18.88% | +53.48% | +20.67% |
| 2011 | +3.41% | +27.79% | +7.53% |
| 2010 | +17.15% | +24.22% | +39.32% |
| 2009 | +7.34% | +84.84% | +20.82% |
| 2008 | — | −20.77% | −8.22% |
| 2007 | — | −4.42% | +3.27% |
| 2006 | — | — | +36.05% |
| 2005 | — | — | −9.40% |
| 2004 | — | — | +33.87% |
| 2003 | — | — | +21.61% |
| 2002 | — | — | +27.47% |
| 2001 | — | — | +28.13% |
| 2000 | — | — | +32.73% |
| 1999 | — | — | −9.12% |
| 1998 | — | — | +5.59% |
| 1997 | — | — | +14.76% |
| 1996 | — | — | +14.71% |
| 1995 | — | — | +46.26% |
| 1994 | — | — | +10.03% |
| Tue 2009-11-03? to Tue 2025-05-13 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHX × | −4.04% |
−34.33%
2020-03-23 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| MAIN × | −12.81% |
−64.53%
2020-03-23 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| O × | −14.62% |
−48.28%
2020-03-18 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||