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

Total Real Returns

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

Thu 2011-10-20? 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
SCHD
×
−3.97%
2025-05-14
4.757 TR
2025-05-14
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Wed 2025-05-14 Overall
Return
Exponential
Trendline
SCHX
×
+652.25%
+16.04%/yr
+14.95%/yr
(R2=0.979)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
MAIN
×
+767.02%
+17.26%/yr
+12.78%/yr
(R2=0.925)
Main Street Capital Corporation NYSE Common Stock
SCHD
×
+375.68%
+12.18%/yr
+12.44%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Wed 2025-05-14 Start
Value
End
Value
SCHX
×
$10,000.00
2011-10-20
$75,224.67
2025-05-14
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
MAIN
×
$10,000.00
2011-10-20
$86,702.00
2025-05-14
Main Street Capital Corporation NYSE Common Stock
SCHD
×
$10,000.00
2011-10-20
$47,567.65
2025-05-14
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SCHX MAIN SCHD
2025 (YTD) +0.68% −6.69% −3.97%
2024 +26.46% +47.30% +11.66%
2023 +29.81% +28.23% +4.54%
2022 −19.41% −11.37% −3.26%
2021 +27.66% +48.31% +29.87%
2020 +20.81% −19.54% +15.03%
2019 +34.82% +36.88% +27.29%
2018 −3.51% −8.27% −5.56%
2017 +23.11% +16.05% +20.85%
2016 +15.34% +37.45% +16.45%
2015 +3.05% +8.54% −0.30%
2014 +15.46% −2.99% +11.69%
2013 +34.77% +16.83% +32.88%
2012 +18.88% +53.48% +11.39%
2011 +3.41% +27.79% +5.31%
2010 +17.15% +24.22%
2009 +7.34% +84.84%
2008 −20.77%
2007 −4.42%

Drawdowns

Thu 2011-10-20? 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
SCHD
×
−10.33% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund