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

Thu 2011-10-20? 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
SCHD ×	−2.83% 2025-05-13	4.813 TR 2025-05-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JNJ ×	+3.46% 2025-05-13	1253.72 TR 2025-05-13
Johnson & Johnson NYSE Common Stock

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Returns

Thu 2011-10-20? to Tue 2025-05-13	Overall Return	Exponential Trendline
SCHX ×	+650.95% +16.03%/yr	+14.95%/yr (R2=0.979)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
MAIN ×	+780.07% +17.39%/yr	+12.78%/yr (R2=0.925)
Main Street Capital Corporation NYSE Common Stock
SCHD ×	+381.35% +12.28%/yr	+12.45%/yr (R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JNJ ×	+249.50% +9.66%/yr	+9.90%/yr (R2=0.913)
Johnson & Johnson NYSE Common Stock

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Growth of $10,000

Thu 2011-10-20? to Tue 2025-05-13	Start Value	End Value
SCHX ×	$10,000.00 2011-10-20	$75,095.36 2025-05-13
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
MAIN ×	$10,000.00 2011-10-20	$88,006.52 2025-05-13
Main Street Capital Corporation NYSE Common Stock
SCHD ×	$10,000.00 2011-10-20	$48,134.80 2025-05-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JNJ ×	$10,000.00 2011-10-20	$34,950.33 2025-05-13
Johnson & Johnson NYSE Common Stock

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Annual Returns

Year	SCHX	MAIN	SCHD	JNJ
2025 (YTD)	+0.51%	−5.29%	−2.83%	+3.46%
2024	+26.46%	+47.30%	+11.66%	−4.81%
2023	+29.81%	+28.23%	+4.54%	−8.58%
2022	−19.41%	−11.37%	−3.26%	+5.97%
2021	+27.66%	+48.31%	+29.87%	+11.44%
2020	+20.81%	−19.54%	+15.03%	+10.82%
2019	+34.82%	+36.88%	+27.29%	+16.22%
2018	−3.51%	−8.27%	−5.56%	−5.13%
2017	+23.11%	+16.05%	+20.85%	+24.43%
2016	+15.34%	+37.45%	+16.45%	+15.33%
2015	+3.05%	+8.54%	−0.30%	+1.14%
2014	+15.46%	−2.99%	+11.69%	+17.34%
2013	+34.77%	+16.83%	+32.88%	+34.62%
2012	+18.88%	+53.48%	+11.39%	+10.85%
2011	+3.41%	+27.79%	+5.31%	+9.89%
2010	+17.15%	+24.22%	—	−0.59%
2009	+7.34%	+84.84%	—	+11.27%
2008	—	−20.77%	—	−7.72%
2007	—	−4.42%	—	+3.61%
2006	—	—	—	+12.43%
2005	—	—	—	−3.36%
2004	—	—	—	+25.17%
2003	—	—	—	−2.08%
2002	—	—	—	−7.88%
2001	—	—	—	+13.21%
2000	—	—	—	+12.67%
1999	—	—	—	+11.18%
1998	—	—	—	+27.32%
1997	—	—	—	+32.41%
1996	—	—	—	+16.37%
1995	—	—	—	+56.17%
1994	—	—	—	+22.00%
1993	—	—	—	−11.14%
1992	—	—	—	−11.79%
1991	—	—	—	+59.58%
1990	—	—	—	+20.84%
1989	—	—	—	+39.50%
1988	—	—	—	+13.69%
1987	—	—	—	+14.09%
1986	—	—	—	+24.70%
1985	—	—	—	+45.68%
1984	—	—	—	−11.62%
1983	—	—	—	−17.64%
1982	—	—	—	+33.67%
1981	—	—	—	+11.66%
1980	—	—	—	+25.87%
1979	—	—	—	+7.45%
1978	—	—	—	−3.91%
1977	—	—	—	−1.60%
1976	—	—	—	−13.10%
1975	—	—	—	+10.97%
1974	—	—	—	−28.27%
1973	—	—	—	−13.60%
1972	—	—	—	+32.49%
1971	—	—	—	+72.80%
1970	—	—	—	−5.00%
1969	—	—	—	+68.99%
1968	—	—	—	+16.07%
1967	—	—	—	+61.01%
1966	—	—	—	−0.76%
1965	—	—	—	+54.19%
1964	—	—	—	+9.50%
1963	—	—	—	+39.27%
1962	—	—	—	−24.07%

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Drawdowns

Thu 2011-10-20? 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
SCHD ×	−9.26%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JNJ ×	−12.81%	−27.37% 2020-03-23
Johnson & Johnson NYSE Common Stock