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

Total Real Returns

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

Fri 2009-12-11? 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
SCHG
×
−0.90%
2025-05-14
9.992 TR
2025-05-14
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MAIN
×
−6.69%
2025-05-14
15.66 TR
2025-05-14
Main Street Capital Corporation NYSE Common Stock

Returns

Fri 2009-12-11? to Wed 2025-05-14 Overall
Return
Exponential
Trendline
SCHX
×
+785.77%
+15.19%/yr
+15.16%/yr
(R2=0.984)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG
×
+899.17%
+16.10%/yr
+15.96%/yr
(R2=0.977)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MAIN
×
+1,118.74%
+17.60%/yr
+14.81%/yr
(R2=0.927)
Main Street Capital Corporation NYSE Common Stock

Growth of $10,000

Fri 2009-12-11? to Wed 2025-05-14 Start
Value
End
Value
SCHX
×
$10,000.00
2009-12-11
$88,576.76
2025-05-14
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG
×
$10,000.00
2009-12-11
$99,916.71
2025-05-14
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MAIN
×
$10,000.00
2009-12-11
$121,874.07
2025-05-14
Main Street Capital Corporation NYSE Common Stock

Annual Returns

Year SCHX SCHG MAIN
2025 (YTD) +0.68% −0.90% −6.69%
2024 +26.46% +34.96% +47.30%
2023 +29.81% +50.10% +28.23%
2022 −19.41% −31.80% −11.37%
2021 +27.66% +28.11% +48.31%
2020 +20.81% +39.14% −19.54%
2019 +34.82% +36.02% +36.88%
2018 −3.51% −1.36% −8.27%
2017 +23.11% +28.05% +16.05%
2016 +15.34% +6.82% +37.45%
2015 +3.05% +3.24% +8.54%
2014 +15.46% +15.80% −2.99%
2013 +34.77% +34.04% +16.83%
2012 +18.88% +16.88% +53.48%
2011 +3.41% −0.74% +27.79%
2010 +17.15% +16.85% +24.22%
2009 +7.34% +2.70% +84.84%
2008 −20.77%
2007 −4.42%

Drawdowns

Fri 2009-12-11? 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
SCHG
×
−5.09% −34.59%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MAIN
×
−14.10% −64.53%
2020-03-23
Main Street Capital Corporation NYSE Common Stock