All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Fri 2009-12-11? 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 | ||||||
| SCHG × |
+17.07%
2025-12-12 |
11.8 TR
2025-12-12 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| MAIN × |
+13.22%
2025-12-12 |
19 TR
2025-12-12 |
||||
| Main Street Capital Corporation 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 | ||||||
| Fri 2009-12-11? to Fri 2025-12-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHX × |
+721.48%
+14.07%/yr |
+13.49%/yr
(R2=0.983) |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHG × |
+1,080.40%
+16.68%/yr |
+16.17%/yr
(R2=0.979) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| MAIN × |
+1,378.86%
+18.33%/yr |
+15.02%/yr
(R2=0.934) |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| KO × |
+290.30%
+8.88%/yr |
+8.56%/yr
(R2=0.971) |
||||
| The Coca-Cola Company NYSE Common Stock | ||||||
| JNJ × |
+422.09%
+10.88%/yr |
+10.48%/yr
(R2=0.936) |
||||
| Johnson & Johnson NYSE Common Stock | ||||||
| Fri 2009-12-11? to Fri 2025-12-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHX × |
$10,000.00
2009-12-11 |
$82,147.77
2025-12-12 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHG × |
$10,000.00
2009-12-11 |
$118,040.17
2025-12-12 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| MAIN × |
$10,000.00
2009-12-11 |
$147,885.98
2025-12-12 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| KO × |
$10,000.00
2009-12-11 |
$39,030.11
2025-12-12 |
||||
| The Coca-Cola Company NYSE Common Stock | ||||||
| JNJ × |
$10,000.00
2009-12-11 |
$52,209.23
2025-12-12 |
||||
| Johnson & Johnson NYSE Common Stock | ||||||
| Fri 2009-12-11? 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 | ||||||
| SCHG × | −3.44% |
−34.59%
2023-01-05 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| MAIN × | −6.16% |
−64.53%
2020-03-23 |
||||
| Main Street Capital Corporation 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 | ||||||