SCHX,SCHG,MAIN,SCHD: 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
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
SCHD ×	+5.29% 2025-12-12	5.216 TR 2025-12-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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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
SCHG ×	+914.48% +17.80%/yr	+16.47%/yr (R2=0.973)
Schwab U.S. Large-Cap Growth 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

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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
SCHG ×	$10,000.00 2011-10-20	$101,448.37 2025-12-12
Schwab U.S. Large-Cap Growth 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

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Annual Returns

Year	SCHX	SCHG	MAIN	SCHD
2025 (YTD)	+17.20%	+17.07%	+13.22%	+5.29%
2024	+24.88%	+34.96%	+47.30%	+11.66%
2023	+26.84%	+50.10%	+28.23%	+4.54%
2022	−19.41%	−31.80%	−11.37%	−3.26%
2021	+26.81%	+28.11%	+48.31%	+29.87%
2020	+20.81%	+39.14%	−19.54%	+15.03%
2019	+31.22%	+36.02%	+36.88%	+27.29%
2018	−4.53%	−1.36%	−8.27%	−5.56%
2017	+21.95%	+28.05%	+16.05%	+20.85%
2016	+12.01%	+6.82%	+37.45%	+16.45%
2015	+1.05%	+3.24%	+8.54%	−0.30%
2014	+13.33%	+15.80%	−2.99%	+11.69%
2013	+32.42%	+34.04%	+16.83%	+32.88%
2012	+16.09%	+16.88%	+53.48%	+11.39%
2011	+1.54%	−0.74%	+27.79%	+5.31%
2010	+15.92%	+16.85%	+24.23%	—
2009	+7.34%	+2.70%	+84.84%	—
2008	—	—	−20.77%	—
2007	—	—	−4.42%	—

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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
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
SCHD ×	−1.68%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund