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 × |
+0.51%
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 | ||||||
PG × |
−4.13%
2025-05-13 |
518.22 TR
2025-05-13 |
||||
Procter & Gamble Company NYSE Common Stock | ||||||
KO × |
+11.58%
2025-05-13 |
1256.1 TR
2025-05-13 |
||||
The Coca-Cola Company NYSE Common Stock | ||||||
JNJ × |
+3.46%
2025-05-13 |
1253.72 TR
2025-05-13 |
||||
Johnson & Johnson 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 | ||||||
PG × |
+325.27%
+9.77%/yr |
+10.64%/yr
(R2=0.961) |
||||
Procter & Gamble Company NYSE Common Stock | ||||||
KO × |
+318.53%
+9.66%/yr |
+8.56%/yr
(R2=0.968) |
||||
The Coca-Cola Company NYSE Common Stock | ||||||
JNJ × |
+297.37%
+9.29%/yr |
+10.72%/yr
(R2=0.937) |
||||
Johnson & Johnson 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 | ||||||
PG × |
$10,000.00
2009-11-03 |
$42,526.80
2025-05-13 |
||||
Procter & Gamble Company NYSE Common Stock | ||||||
KO × |
$10,000.00
2009-11-03 |
$41,853.04
2025-05-13 |
||||
The Coca-Cola Company NYSE Common Stock | ||||||
JNJ × |
$10,000.00
2009-11-03 |
$39,737.01
2025-05-13 |
||||
Johnson & Johnson NYSE Common Stock | ||||||
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 | ||||||
PG × | −10.56% |
−25.46%
2015-09-14 |
||||
Procter & Gamble Company NYSE Common Stock | ||||||
KO × | −6.68% |
−36.99%
2020-03-23 |
||||
The Coca-Cola Company NYSE Common Stock | ||||||
JNJ × | −12.81% |
−27.37%
2020-03-23 |
||||
Johnson & Johnson NYSE Common Stock | ||||||