SCHX,SCHG,MAIN,SCHD,PG,KO,JNJ,O: Total Return Chart (with Dividends Reinvested)

Thu 2011-10-20? to Fri 2025-05-09	YTD Return	TR Price
SCHX ×	−3.38% 2025-05-09	9.027 TR 2025-05-09
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG ×	−6.76% 2025-05-09	9.401 TR 2025-05-09
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MAIN ×	−7.08% 2025-05-09	15.6 TR 2025-05-09
Main Street Capital Corporation NYSE Common Stock
SCHD ×	−4.97% 2025-05-09	4.707 TR 2025-05-09
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PG ×	−4.78% 2025-05-09	514.72 TR 2025-05-09
Procter & Gamble Company NYSE Common Stock
KO ×	+14.10% 2025-05-09	1284.52 TR 2025-05-09
The Coca-Cola Company NYSE Common Stock
JNJ ×	+7.49% 2025-05-09	1302.53 TR 2025-05-09
Johnson & Johnson NYSE Common Stock
O ×	+8.70% 2025-05-09	48.87 TR 2025-05-09
Realty Income Corporation NYSE Common Stock

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Returns

Thu 2011-10-20? to Fri 2025-05-09	Overall Return	Exponential Trendline
SCHX ×	+621.86% +15.70%/yr	+14.95%/yr (R2=0.979)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG ×	+707.99% +16.67%/yr	+16.23%/yr (R2=0.970)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MAIN ×	+763.43% +17.24%/yr	+12.77%/yr (R2=0.925)
Main Street Capital Corporation NYSE Common Stock
SCHD ×	+370.74% +12.11%/yr	+12.45%/yr (R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PG ×	+257.23% +9.85%/yr	+10.97%/yr (R2=0.948)
Procter & Gamble Company NYSE Common Stock
KO ×	+219.21% +8.94%/yr	+8.07%/yr (R2=0.963)
The Coca-Cola Company NYSE Common Stock
JNJ ×	+263.11% +9.98%/yr	+9.91%/yr (R2=0.913)
Johnson & Johnson NYSE Common Stock
O ×	+250.43% +9.69%/yr	+8.95%/yr (R2=0.858)
Realty Income Corporation NYSE Common Stock

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Growth of $10,000

Thu 2011-10-20? to Fri 2025-05-09	Start Value	End Value
SCHX ×	$10,000.00 2011-10-20	$72,185.94 2025-05-09
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG ×	$10,000.00 2011-10-20	$80,799.28 2025-05-09
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MAIN ×	$10,000.00 2011-10-20	$86,343.25 2025-05-09
Main Street Capital Corporation NYSE Common Stock
SCHD ×	$10,000.00 2011-10-20	$47,073.67 2025-05-09
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PG ×	$10,000.00 2011-10-20	$35,722.94 2025-05-09
Procter & Gamble Company NYSE Common Stock
KO ×	$10,000.00 2011-10-20	$31,921.49 2025-05-09
The Coca-Cola Company NYSE Common Stock
JNJ ×	$10,000.00 2011-10-20	$36,311.24 2025-05-09
Johnson & Johnson NYSE Common Stock
O ×	$10,000.00 2011-10-20	$35,043.36 2025-05-09
Realty Income Corporation NYSE Common Stock

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Annual Returns

Year	SCHX	SCHG	MAIN	SCHD	PG	KO	JNJ	O
2025 (YTD)	−3.38%	−6.76%	−7.08%	−4.97%	−4.78%	+14.10%	+7.49%	+8.70%
2024	+26.46%	+34.96%	+47.30%	+11.66%	+17.25%	+8.88%	−4.81%	−2.11%
2023	+29.81%	+50.10%	+28.23%	+4.54%	−0.86%	−4.43%	−8.58%	−4.55%
2022	−19.41%	−31.80%	−11.37%	−3.26%	−5.05%	+10.61%	+5.97%	−7.37%
2021	+27.66%	+28.11%	+48.31%	+29.87%	+20.52%	+11.37%	+11.44%	+27.96%
2020	+20.81%	+39.14%	−19.54%	+15.03%	+14.15%	+2.47%	+10.82%	−11.47%
2019	+34.82%	+36.02%	+36.88%	+27.29%	+39.70%	+20.60%	+16.22%	+21.27%
2018	−3.51%	−1.36%	−8.27%	−5.56%	+3.57%	+6.77%	−5.13%	+15.95%
2017	+23.11%	+28.05%	+16.05%	+20.85%	+12.70%	+14.38%	+24.43%	+3.68%
2016	+15.34%	+6.82%	+37.45%	+16.45%	+9.36%	−0.36%	+15.33%	+15.78%
2015	+3.05%	+3.24%	+8.54%	−0.30%	−9.97%	+5.14%	+1.14%	+13.38%
2014	+15.46%	+15.80%	−2.99%	+11.69%	+15.42%	+5.27%	+17.34%	+34.35%
2013	+34.77%	+34.04%	+16.83%	+32.88%	+23.65%	+17.23%	+34.62%	−2.29%
2012	+18.88%	+16.88%	+53.48%	+11.39%	+5.20%	+6.53%	+10.85%	+20.32%
2011	+3.41%	−0.74%	+27.79%	+5.31%	+7.06%	+9.46%	+9.89%	+7.53%
2010	+17.15%	+16.85%	+24.22%	—	+9.36%	+19.02%	−0.59%	+39.32%
2009	+7.34%	+2.70%	+84.84%	—	+1.18%	+30.30%	+11.27%	+20.82%
2008	—	—	−20.77%	—	−13.81%	−24.10%	−7.72%	−8.22%
2007	—	—	−4.42%	—	+16.64%	+30.45%	+3.61%	+3.27%
2006	—	—	—	—	+13.38%	+23.10%	+12.43%	+36.05%
2005	—	—	—	—	+7.19%	−0.66%	−3.36%	−9.40%
2004	—	—	—	—	+12.38%	−16.12%	+25.17%	+33.87%
2003	—	—	—	—	+18.48%	+18.13%	−2.08%	+21.61%
2002	—	—	—	—	+11.50%	−5.50%	−7.88%	+27.47%
2001	—	—	—	—	+3.11%	−20.90%	+13.21%	+28.13%
2000	—	—	—	—	−27.09%	+5.98%	+12.67%	+32.73%
1999	—	—	—	—	+21.57%	−12.16%	+11.18%	−9.12%
1998	—	—	—	—	+15.89%	+1.32%	+27.32%	+5.59%
1997	—	—	—	—	+50.48%	+27.86%	+32.41%	+14.76%
1996	—	—	—	—	+32.18%	+43.26%	+16.37%	+14.71%
1995	—	—	—	—	+36.81%	+46.20%	+56.17%	+46.26%
1994	—	—	—	—	+11.33%	+17.44%	+22.00%	+10.03%
1993	—	—	—	—	+8.78%	+8.29%	−11.14%	—
1992	—	—	—	—	+16.76%	+5.77%	−11.79%	—
1991	—	—	—	—	+11.03%	+75.40%	+59.58%	—
1990	—	—	—	—	+26.36%	+22.72%	+20.84%	—
1989	—	—	—	—	+66.78%	+77.04%	+39.50%	—
1988	—	—	—	—	+5.55%	+20.60%	+13.69%	—
1987	—	—	—	—	+15.30%	+3.61%	+14.09%	—
1986	—	—	—	—	+13.61%	+37.99%	+24.70%	—
1985	—	—	—	—	+28.25%	+41.25%	+45.68%	—
1984	—	—	—	—	+5.12%	+22.27%	−11.62%	—
1983	—	—	—	—	−0.24%	+8.42%	−17.64%	—
1982	—	—	—	—	+54.25%	+60.08%	+33.67%	—
1981	—	—	—	—	+23.14%	+11.29%	+11.66%	—
1980	—	—	—	—	−2.50%	+3.39%	+25.87%	—
1979	—	—	—	—	−12.93%	−17.20%	+7.45%	—
1978	—	—	—	—	+7.10%	+22.82%	−3.91%	—
1977	—	—	—	—	−5.34%	−1.77%	−1.60%	—
1976	—	—	—	—	+7.66%	−0.85%	−13.10%	—
1975	—	—	—	—	+11.64%	+59.71%	+10.97%	—
1974	—	—	—	—	−9.51%	−56.97%	−28.27%	—
1973	—	—	—	—	−16.15%	−13.71%	−13.60%	—
1972	—	—	—	—	+44.47%	+23.18%	+32.49%	—
1971	—	—	—	—	+38.42%	+46.26%	+72.80%	—
1970	—	—	—	—	+8.62%	+4.53%	−5.00%	—
1969	—	—	—	—	+26.59%	+15.05%	+68.99%	—
1968	—	—	—	—	−6.22%	+7.91%	+16.07%	—
1967	—	—	—	—	+26.35%	+47.79%	+61.01%	—
1966	—	—	—	—	+5.21%	+4.28%	−0.76%	—
1965	—	—	—	—	−14.85%	+22.22%	+54.19%	—
1964	—	—	—	—	+2.02%	+21.62%	+9.50%	—
1963	—	—	—	—	+12.12%	+35.56%	+39.27%	—
1962	—	—	—	—	−22.14%	−15.48%	−24.07%	—

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Drawdowns

Thu 2011-10-20? to Fri 2025-05-09	Current Drawdown	Worst Drawdown
SCHX ×	−7.76%	−34.33% 2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG ×	−10.70%	−34.59% 2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MAIN ×	−14.46%	−64.53% 2020-03-23
Main Street Capital Corporation NYSE Common Stock
SCHD ×	−11.26%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PG ×	−11.16%	−25.46% 2015-09-14
Procter & Gamble Company NYSE Common Stock
KO ×	−4.57%	−36.99% 2020-03-23
The Coca-Cola Company NYSE Common Stock
JNJ ×	−9.41%	−27.37% 2020-03-23
Johnson & Johnson NYSE Common Stock
O ×	−12.10%	−48.28% 2020-03-18
Realty Income Corporation NYSE Common Stock