SCHX,MAIN,SCHD,O: 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
O ×	+5.57% 2025-05-13	47.47 TR 2025-05-13
Realty Income Corporation 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
O ×	+240.36% +9.45%/yr	+8.95%/yr (R2=0.856)
Realty Income Corporation 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
O ×	$10,000.00 2011-10-20	$34,035.77 2025-05-13
Realty Income Corporation NYSE Common Stock

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Annual Returns

Year	SCHX	MAIN	SCHD	O
2025 (YTD)	+0.51%	−5.29%	−2.83%	+5.57%
2024	+26.46%	+47.30%	+11.66%	−2.11%
2023	+29.81%	+28.23%	+4.54%	−4.55%
2022	−19.41%	−11.37%	−3.26%	−7.37%
2021	+27.66%	+48.31%	+29.87%	+27.96%
2020	+20.81%	−19.54%	+15.03%	−14.33%
2019	+34.82%	+36.88%	+27.29%	+25.14%
2018	−3.51%	−8.27%	−5.56%	+12.20%
2017	+23.11%	+16.05%	+20.85%	+6.99%
2016	+15.34%	+37.45%	+16.45%	+15.78%
2015	+3.05%	+8.54%	−0.30%	+13.38%
2014	+15.46%	−2.99%	+11.69%	+34.35%
2013	+34.77%	+16.83%	+32.88%	−2.30%
2012	+18.88%	+53.48%	+11.39%	+20.67%
2011	+3.41%	+27.79%	+5.31%	+7.53%
2010	+17.15%	+24.22%	—	+39.32%
2009	+7.34%	+84.84%	—	+20.82%
2008	—	−20.77%	—	−8.22%
2007	—	−4.42%	—	+3.27%
2006	—	—	—	+36.05%
2005	—	—	—	−9.40%
2004	—	—	—	+33.87%
2003	—	—	—	+21.61%
2002	—	—	—	+27.47%
2001	—	—	—	+28.13%
2000	—	—	—	+32.73%
1999	—	—	—	−9.12%
1998	—	—	—	+5.59%
1997	—	—	—	+14.76%
1996	—	—	—	+14.71%
1995	—	—	—	+46.26%
1994	—	—	—	+10.03%

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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
O ×	−14.62%	−48.28% 2020-03-18
Realty Income Corporation NYSE Common Stock