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

Total Real Returns

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

Fri 2009-12-11? 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
SCHG
×
−1.59%
2025-05-13
9.923 TR
2025-05-13
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MAIN
×
−5.29%
2025-05-13
15.9 TR
2025-05-13
Main Street Capital Corporation NYSE Common Stock
KO
×
+11.58%
2025-05-13
1256.1 TR
2025-05-13
The Coca-Cola Company NYSE Common Stock

Returns

Fri 2009-12-11? to Tue 2025-05-13 Overall
Return
Exponential
Trendline
SCHX
×
+784.24%
+15.18%/yr
+15.16%/yr
(R2=0.984)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG
×
+892.29%
+16.05%/yr
+15.96%/yr
(R2=0.977)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MAIN
×
+1,137.08%
+17.72%/yr
+14.81%/yr
(R2=0.927)
Main Street Capital Corporation NYSE Common Stock
KO
×
+273.47%
+8.92%/yr
+8.54%/yr
(R2=0.967)
The Coca-Cola Company NYSE Common Stock

Growth of $10,000

Fri 2009-12-11? to Tue 2025-05-13 Start
Value
End
Value
SCHX
×
$10,000.00
2009-12-11
$88,424.50
2025-05-13
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG
×
$10,000.00
2009-12-11
$99,228.62
2025-05-13
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MAIN
×
$10,000.00
2009-12-11
$123,707.80
2025-05-13
Main Street Capital Corporation NYSE Common Stock
KO
×
$10,000.00
2009-12-11
$37,346.53
2025-05-13
The Coca-Cola Company NYSE Common Stock

Annual Returns

Year SCHX SCHG MAIN KO
2025 (YTD) +0.51% −1.59% −5.29% +11.58%
2024 +26.46% +34.96% +47.30% +8.88%
2023 +29.81% +50.10% +28.23% −4.43%
2022 −19.41% −31.80% −11.37% +10.61%
2021 +27.66% +28.11% +48.31% +11.37%
2020 +20.81% +39.14% −19.54% +2.47%
2019 +34.82% +36.02% +36.88% +20.60%
2018 −3.51% −1.36% −8.27% +6.77%
2017 +23.11% +28.05% +16.05% +14.38%
2016 +15.34% +6.82% +37.45% −0.36%
2015 +3.05% +3.24% +8.54% +5.14%
2014 +15.46% +15.80% −2.99% +5.27%
2013 +34.77% +34.04% +16.83% +17.23%
2012 +18.88% +16.88% +53.48% +6.53%
2011 +3.41% −0.74% +27.79% +9.46%
2010 +17.15% +16.85% +24.22% +19.02%
2009 +7.34% +2.70% +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

Fri 2009-12-11? 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
SCHG
×
−5.75% −34.59%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MAIN
×
−12.81% −64.53%
2020-03-23
Main Street Capital Corporation NYSE Common Stock
KO
×
−6.68% −36.99%
2020-03-23
The Coca-Cola Company NYSE Common Stock