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

Thu 2011-10-20? to Fri 2025-12-12	YTD Return	TR Price
SCHX ×	+17.20% 2025-12-12	8.724 TR 2025-12-12
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
MAIN ×	+13.22% 2025-12-12	19 TR 2025-12-12
Main Street Capital Corporation NYSE Common Stock
SCHD ×	+5.29% 2025-12-12	5.216 TR 2025-12-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PG ×	−12.53% 2025-12-12	472.82 TR 2025-12-12
Procter & Gamble Company NYSE Common Stock
KO ×	+16.61% 2025-12-12	1303.51 TR 2025-12-12
The Coca-Cola Company NYSE Common Stock
JNJ ×	+50.78% 2025-12-12	2265.31 TR 2025-12-12
Johnson & Johnson NYSE Common Stock
O ×	+14.36% 2025-12-12	49.87 TR 2025-12-12
Realty Income Corporation NYSE Common Stock

---

Returns

Thu 2011-10-20? to Fri 2025-12-12	Overall Return	Exponential Trendline
SCHX ×	+618.05% +14.95%/yr	+13.42%/yr (R2=0.977)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
MAIN ×	+952.07% +18.10%/yr	+13.21%/yr (R2=0.930)
Main Street Capital Corporation NYSE Common Stock
SCHD ×	+421.57% +12.38%/yr	+12.23%/yr (R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PG ×	+228.14% +8.76%/yr	+10.69%/yr (R2=0.948)
Procter & Gamble Company NYSE Common Stock
KO ×	+226.23% +8.72%/yr	+8.14%/yr (R2=0.967)
The Coca-Cola Company NYSE Common Stock
JNJ ×	+409.33% +12.20%/yr	+9.69%/yr (R2=0.915)
Johnson & Johnson NYSE Common Stock
O ×	+257.54% +9.42%/yr	+8.34%/yr (R2=0.843)
Realty Income Corporation NYSE Common Stock

---

Growth of $10,000

Thu 2011-10-20? to Fri 2025-12-12	Start Value	End Value
SCHX ×	$10,000.00 2011-10-20	$71,804.88 2025-12-12
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
MAIN ×	$10,000.00 2011-10-20	$105,206.94 2025-12-12
Main Street Capital Corporation NYSE Common Stock
SCHD ×	$10,000.00 2011-10-20	$52,156.55 2025-12-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PG ×	$10,000.00 2011-10-20	$32,814.23 2025-12-12
Procter & Gamble Company NYSE Common Stock
KO ×	$10,000.00 2011-10-20	$32,622.62 2025-12-12
The Coca-Cola Company NYSE Common Stock
JNJ ×	$10,000.00 2011-10-20	$50,933.06 2025-12-12
Johnson & Johnson NYSE Common Stock
O ×	$10,000.00 2011-10-20	$35,754.33 2025-12-12
Realty Income Corporation NYSE Common Stock

---

Annual Returns

Year	SCHX	MAIN	SCHD	PG	KO	JNJ	O
2025 (YTD)	+17.20%	+13.22%	+5.29%	−12.53%	+16.61%	+50.78%	+14.36%
2024	+24.88%	+47.30%	+11.66%	+17.25%	+8.88%	−4.81%	−2.11%
2023	+26.84%	+28.23%	+4.54%	−0.86%	−4.43%	−8.58%	−4.55%
2022	−19.41%	−11.37%	−3.26%	−5.05%	+10.61%	+5.97%	−7.37%
2021	+26.81%	+48.31%	+29.87%	+20.52%	+11.37%	+11.44%	+24.09%
2020	+20.81%	−19.54%	+15.03%	+14.15%	+2.47%	+10.82%	−11.47%
2019	+31.22%	+36.88%	+27.29%	+39.70%	+20.60%	+16.22%	+21.27%
2018	−4.53%	−8.27%	−5.56%	+3.57%	+6.77%	−5.13%	+15.95%
2017	+21.95%	+16.05%	+20.85%	+12.70%	+14.38%	+24.43%	+3.68%
2016	+12.01%	+37.45%	+16.45%	+9.36%	−0.36%	+15.33%	+15.78%
2015	+1.05%	+8.54%	−0.30%	−9.97%	+5.14%	+1.14%	+13.38%
2014	+13.33%	−2.99%	+11.69%	+15.42%	+5.27%	+17.34%	+34.35%
2013	+32.42%	+16.83%	+32.88%	+23.65%	+17.23%	+34.62%	−2.29%
2012	+16.09%	+53.48%	+11.39%	+5.20%	+6.53%	+10.85%	+20.32%
2011	+1.54%	+27.79%	+5.31%	+7.06%	+9.46%	+9.89%	+7.53%
2010	+15.92%	+24.23%	—	+9.36%	+19.02%	−0.59%	+39.32%
2009	+7.34%	+84.84%	—	+1.18%	+30.30%	+11.27%	+20.82%
2008	—	−20.77%	—	−13.81%	−24.10%	−7.72%	−8.22%
2007	—	−4.42%	—	+16.64%	+30.45%	+3.61%	+3.27%
2006	—	—	—	+13.38%	+23.10%	+12.43%	+36.05%
2005	—	—	—	+7.19%	−0.66%	−3.36%	−9.40%
2004	—	—	—	+12.38%	−16.12%	+25.17%	+33.87%
2003	—	—	—	+18.48%	+18.13%	−2.08%	+21.61%
2002	—	—	—	+11.50%	−5.50%	−7.88%	+27.48%
2001	—	—	—	+3.11%	−21.47%	+14.00%	+28.13%
2000	—	—	—	−27.09%	+5.98%	+14.25%	+32.73%
1999	—	—	—	+21.57%	−12.16%	+12.48%	−9.12%
1998	—	—	—	+15.89%	+1.32%	+28.98%	+5.59%
1997	—	—	—	+50.48%	+27.86%	+34.29%	+14.77%
1996	—	—	—	+32.18%	+43.26%	+18.10%	+14.70%
1995	—	—	—	+36.81%	+46.20%	+59.13%	+46.26%
1994	—	—	—	+11.33%	+17.44%	+25.05%	+10.03%
1993	—	—	—	+8.78%	+8.29%	−8.97%	—
1992	—	—	—	+16.76%	+5.77%	−10.19%	—
1991	—	—	—	+11.03%	+75.39%	+62.31%	—
1990	—	—	—	+26.36%	+22.72%	+23.40%	—
1989	—	—	—	+66.78%	+77.05%	+39.84%	—
1988	—	—	—	+5.55%	+20.60%	+13.86%	—
1987	—	—	—	+15.30%	+3.61%	+14.23%	—
1986	—	—	—	+13.61%	+37.98%	+24.87%	—
1985	—	—	—	+28.25%	+41.26%	+45.93%	—
1984	—	—	—	+5.13%	+22.26%	−11.43%	—
1983	—	—	—	−0.24%	+8.41%	−17.51%	—
1982	—	—	—	+54.24%	+60.04%	+33.87%	—
1981	—	—	—	+23.13%	+11.30%	+11.80%	—
1980	—	—	—	−2.50%	+3.44%	+25.95%	—
1979	—	—	—	−12.92%	−17.23%	+7.52%	—
1978	—	—	—	+7.09%	+22.84%	−3.87%	—
1977	—	—	—	−5.35%	−1.79%	−1.56%	—
1976	—	—	—	+7.67%	−0.81%	−13.07%	—
1975	—	—	—	+11.65%	+59.69%	+11.00%	—
1974	—	—	—	−9.52%	−56.96%	−28.26%	—
1973	—	—	—	−16.14%	−13.70%	−13.59%	—
1972	—	—	—	+44.45%	+23.19%	+32.50%	—
1971	—	—	—	+38.42%	+46.23%	+72.82%	—
1970	—	—	—	+8.63%	+4.48%	−5.00%	—
1969	—	—	—	+26.61%	+15.07%	+69.04%	—
1968	—	—	—	−6.24%	+7.96%	+16.07%	—
1967	—	—	—	+26.39%	+47.76%	+61.00%	—
1966	—	—	—	+5.19%	+4.23%	−0.78%	—
1965	—	—	—	−14.86%	+22.28%	+54.21%	—
1964	—	—	—	+2.05%	+21.61%	+9.52%	—
1963	—	—	—	+12.07%	+35.67%	+39.21%	—
1962	—	—	—	−22.11%	−15.53%	−24.09%	—

---

Drawdowns

Thu 2011-10-20? to Fri 2025-12-12	Current Drawdown	Worst Drawdown
SCHX ×	−1.14%	−34.33% 2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
MAIN ×	−6.16%	−64.53% 2020-03-23
Main Street Capital Corporation NYSE Common Stock
SCHD ×	−1.68%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PG ×	−18.40%	−25.46% 2015-09-14
Procter & Gamble Company NYSE Common Stock
KO ×	−2.88%	−36.99% 2020-03-23
The Coca-Cola Company NYSE Common Stock
JNJ ×	0.00%	−27.37% 2020-03-23
Johnson & Johnson NYSE Common Stock
O ×	−7.52%	−48.28% 2020-03-18
Realty Income Corporation NYSE Common Stock