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