SCHX,SCHG,MAIN,KO,JNJ,O: 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
JNJ ×	+3.46% 2025-05-13	1253.72 TR 2025-05-13
Johnson & Johnson NYSE Common Stock
O ×	+5.57% 2025-05-13	47.47 TR 2025-05-13
Realty Income Corporation NYSE Common Stock

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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
JNJ ×	+258.26% +8.63%/yr	+10.71%/yr (R2=0.936)
Johnson & Johnson NYSE Common Stock
O ×	+369.08% +10.54%/yr	+10.09%/yr (R2=0.894)
Realty Income Corporation NYSE Common Stock

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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
JNJ ×	$10,000.00 2009-12-11	$35,826.08 2025-05-13
Johnson & Johnson NYSE Common Stock
O ×	$10,000.00 2009-12-11	$46,908.28 2025-05-13
Realty Income Corporation NYSE Common Stock

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Annual Returns

Year	SCHX	SCHG	MAIN	KO	JNJ	O
2025 (YTD)	+0.51%	−1.59%	−5.29%	+11.58%	+3.46%	+5.57%
2024	+26.46%	+34.96%	+47.30%	+8.88%	−4.81%	−2.11%
2023	+29.81%	+50.10%	+28.23%	−4.43%	−8.58%	−4.55%
2022	−19.41%	−31.80%	−11.37%	+10.61%	+5.97%	−7.37%
2021	+27.66%	+28.11%	+48.31%	+11.37%	+11.44%	+27.96%
2020	+20.81%	+39.14%	−19.54%	+2.47%	+10.82%	−14.33%
2019	+34.82%	+36.02%	+36.88%	+20.60%	+16.22%	+25.14%
2018	−3.51%	−1.36%	−8.27%	+6.77%	−5.13%	+12.20%
2017	+23.11%	+28.05%	+16.05%	+14.38%	+24.43%	+6.99%
2016	+15.34%	+6.82%	+37.45%	−0.36%	+15.33%	+15.78%
2015	+3.05%	+3.24%	+8.54%	+5.14%	+1.14%	+13.38%
2014	+15.46%	+15.80%	−2.99%	+5.27%	+17.34%	+34.35%
2013	+34.77%	+34.04%	+16.83%	+17.23%	+34.62%	−2.30%
2012	+18.88%	+16.88%	+53.48%	+6.53%	+10.85%	+20.67%
2011	+3.41%	−0.74%	+27.79%	+9.46%	+9.89%	+7.53%
2010	+17.15%	+16.85%	+24.22%	+19.02%	−0.59%	+39.32%
2009	+7.34%	+2.70%	+84.84%	+30.30%	+11.27%	+20.82%
2008	—	—	−20.77%	−24.10%	−7.72%	−8.22%
2007	—	—	−4.42%	+30.45%	+3.61%	+3.27%
2006	—	—	—	+23.10%	+12.43%	+36.05%
2005	—	—	—	−0.66%	−3.36%	−9.40%
2004	—	—	—	−16.12%	+25.17%	+33.87%
2003	—	—	—	+18.13%	−2.08%	+21.61%
2002	—	—	—	−5.50%	−7.88%	+27.47%
2001	—	—	—	−20.90%	+13.21%	+28.13%
2000	—	—	—	+5.98%	+12.67%	+32.73%
1999	—	—	—	−12.16%	+11.18%	−9.12%
1998	—	—	—	+1.32%	+27.32%	+5.59%
1997	—	—	—	+27.86%	+32.41%	+14.76%
1996	—	—	—	+43.26%	+16.37%	+14.71%
1995	—	—	—	+46.20%	+56.17%	+46.26%
1994	—	—	—	+17.44%	+22.00%	+10.03%
1993	—	—	—	+8.29%	−11.14%	—
1992	—	—	—	+5.77%	−11.79%	—
1991	—	—	—	+75.40%	+59.58%	—
1990	—	—	—	+22.72%	+20.84%	—
1989	—	—	—	+77.04%	+39.50%	—
1988	—	—	—	+20.60%	+13.69%	—
1987	—	—	—	+3.61%	+14.09%	—
1986	—	—	—	+37.99%	+24.70%	—
1985	—	—	—	+41.25%	+45.68%	—
1984	—	—	—	+22.27%	−11.62%	—
1983	—	—	—	+8.42%	−17.64%	—
1982	—	—	—	+60.08%	+33.67%	—
1981	—	—	—	+11.29%	+11.66%	—
1980	—	—	—	+3.39%	+25.87%	—
1979	—	—	—	−17.20%	+7.45%	—
1978	—	—	—	+22.82%	−3.91%	—
1977	—	—	—	−1.77%	−1.60%	—
1976	—	—	—	−0.85%	−13.10%	—
1975	—	—	—	+59.71%	+10.97%	—
1974	—	—	—	−56.97%	−28.27%	—
1973	—	—	—	−13.71%	−13.60%	—
1972	—	—	—	+23.18%	+32.49%	—
1971	—	—	—	+46.26%	+72.80%	—
1970	—	—	—	+4.53%	−5.00%	—
1969	—	—	—	+15.05%	+68.99%	—
1968	—	—	—	+7.91%	+16.07%	—
1967	—	—	—	+47.79%	+61.01%	—
1966	—	—	—	+4.28%	−0.76%	—
1965	—	—	—	+22.22%	+54.19%	—
1964	—	—	—	+21.62%	+9.50%	—
1963	—	—	—	+35.56%	+39.27%	—
1962	—	—	—	−15.48%	−24.07%	—

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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
JNJ ×	−12.81%	−27.37% 2020-03-23
Johnson & Johnson NYSE Common Stock
O ×	−14.62%	−48.28% 2020-03-18
Realty Income Corporation NYSE Common Stock