SCHX,MAIN,SCHD,KO: 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
KO ×	+11.90% 2025-05-14	1259.74 TR 2025-05-14
The Coca-Cola Company NYSE Common Stock

---

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
KO ×	+213.06% +8.78%/yr	+8.07%/yr (R2=0.963)
The Coca-Cola Company NYSE Common Stock

---

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
KO ×	$10,000.00 2011-10-20	$31,305.88 2025-05-14
The Coca-Cola Company NYSE Common Stock

---

Annual Returns

Year	SCHX	MAIN	SCHD	KO
2025 (YTD)	+0.68%	−6.69%	−3.97%	+11.90%
2024	+26.46%	+47.30%	+11.66%	+8.88%
2023	+29.81%	+28.23%	+4.54%	−4.43%
2022	−19.41%	−11.37%	−3.26%	+10.61%
2021	+27.66%	+48.31%	+29.87%	+11.37%
2020	+20.81%	−19.54%	+15.03%	+2.47%
2019	+34.82%	+36.88%	+27.29%	+20.60%
2018	−3.51%	−8.27%	−5.56%	+6.77%
2017	+23.11%	+16.05%	+20.85%	+14.38%
2016	+15.34%	+37.45%	+16.45%	−0.36%
2015	+3.05%	+8.54%	−0.30%	+5.14%
2014	+15.46%	−2.99%	+11.69%	+5.27%
2013	+34.77%	+16.83%	+32.88%	+17.23%
2012	+18.88%	+53.48%	+11.39%	+6.53%
2011	+3.41%	+27.79%	+5.31%	+9.46%
2010	+17.15%	+24.22%	—	+19.02%
2009	+7.34%	+84.84%	—	+30.30%
2008	—	−20.77%	—	−24.10%
2007	—	−4.42%	—	+30.45%
2006	—	—	—	+23.10%
2005	—	—	—	−0.66%
2004	—	—	—	−16.12%
2003	—	—	—	+18.13%
2002	—	—	—	−5.50%
2001	—	—	—	−20.90%
2000	—	—	—	+5.98%
1999	—	—	—	−12.16%
1998	—	—	—	+1.32%
1997	—	—	—	+27.86%
1996	—	—	—	+43.26%
1995	—	—	—	+46.20%
1994	—	—	—	+17.44%
1993	—	—	—	+8.29%
1992	—	—	—	+5.77%
1991	—	—	—	+75.40%
1990	—	—	—	+22.72%
1989	—	—	—	+77.04%
1988	—	—	—	+20.60%
1987	—	—	—	+3.61%
1986	—	—	—	+37.99%
1985	—	—	—	+41.25%
1984	—	—	—	+22.27%
1983	—	—	—	+8.42%
1982	—	—	—	+60.08%
1981	—	—	—	+11.29%
1980	—	—	—	+3.39%
1979	—	—	—	−17.20%
1978	—	—	—	+22.82%
1977	—	—	—	−1.77%
1976	—	—	—	−0.85%
1975	—	—	—	+59.71%
1974	—	—	—	−56.97%
1973	—	—	—	−13.71%
1972	—	—	—	+23.18%
1971	—	—	—	+46.26%
1970	—	—	—	+4.53%
1969	—	—	—	+15.05%
1968	—	—	—	+7.91%
1967	—	—	—	+47.79%
1966	—	—	—	+4.28%
1965	—	—	—	+22.22%
1964	—	—	—	+21.62%
1963	—	—	—	+35.56%
1962	—	—	—	−15.48%

---

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
KO ×	−6.41%	−36.99% 2020-03-23
The Coca-Cola Company NYSE Common Stock