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

Thu 2011-10-20? 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
SCHD ×	−2.83% 2025-05-13	4.813 TR 2025-05-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PG ×	−4.13% 2025-05-13	518.22 TR 2025-05-13
Procter & Gamble Company NYSE Common Stock
O ×	+5.57% 2025-05-13	47.47 TR 2025-05-13
Realty Income Corporation NYSE Common Stock

---

Returns

Thu 2011-10-20? to Tue 2025-05-13	Overall Return	Exponential Trendline
SCHX ×	+650.95% +16.03%/yr	+14.95%/yr (R2=0.979)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG ×	+752.81% +17.12%/yr	+16.23%/yr (R2=0.970)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MAIN ×	+780.07% +17.39%/yr	+12.78%/yr (R2=0.925)
Main Street Capital Corporation NYSE Common Stock
SCHD ×	+381.35% +12.28%/yr	+12.45%/yr (R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PG ×	+259.65% +9.90%/yr	+10.97%/yr (R2=0.948)
Procter & Gamble Company NYSE Common Stock
O ×	+240.36% +9.45%/yr	+8.95%/yr (R2=0.856)
Realty Income Corporation NYSE Common Stock

---

Growth of $10,000

Thu 2011-10-20? to Tue 2025-05-13	Start Value	End Value
SCHX ×	$10,000.00 2011-10-20	$75,095.36 2025-05-13
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG ×	$10,000.00 2011-10-20	$85,281.21 2025-05-13
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
MAIN ×	$10,000.00 2011-10-20	$88,006.52 2025-05-13
Main Street Capital Corporation NYSE Common Stock
SCHD ×	$10,000.00 2011-10-20	$48,134.80 2025-05-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PG ×	$10,000.00 2011-10-20	$35,965.39 2025-05-13
Procter & Gamble Company NYSE Common Stock
O ×	$10,000.00 2011-10-20	$34,035.77 2025-05-13
Realty Income Corporation NYSE Common Stock

---

Annual Returns

Year	SCHX	SCHG	MAIN	SCHD	PG	O
2025 (YTD)	+0.51%	−1.59%	−5.29%	−2.83%	−4.13%	+5.57%
2024	+26.46%	+34.96%	+47.30%	+11.66%	+17.25%	−2.11%
2023	+29.81%	+50.10%	+28.23%	+4.54%	−0.86%	−4.55%
2022	−19.41%	−31.80%	−11.37%	−3.26%	−5.05%	−7.37%
2021	+27.66%	+28.11%	+48.31%	+29.87%	+20.52%	+27.96%
2020	+20.81%	+39.14%	−19.54%	+15.03%	+14.15%	−14.33%
2019	+34.82%	+36.02%	+36.88%	+27.29%	+39.70%	+25.14%
2018	−3.51%	−1.36%	−8.27%	−5.56%	+3.57%	+12.20%
2017	+23.11%	+28.05%	+16.05%	+20.85%	+12.70%	+6.99%
2016	+15.34%	+6.82%	+37.45%	+16.45%	+9.36%	+15.78%
2015	+3.05%	+3.24%	+8.54%	−0.30%	−9.97%	+13.38%
2014	+15.46%	+15.80%	−2.99%	+11.69%	+15.42%	+34.35%
2013	+34.77%	+34.04%	+16.83%	+32.88%	+23.65%	−2.30%
2012	+18.88%	+16.88%	+53.48%	+11.39%	+5.20%	+20.67%
2011	+3.41%	−0.74%	+27.79%	+5.31%	+7.06%	+7.53%
2010	+17.15%	+16.85%	+24.22%	—	+9.36%	+39.32%
2009	+7.34%	+2.70%	+84.84%	—	+1.18%	+20.82%
2008	—	—	−20.77%	—	−13.81%	−8.22%
2007	—	—	−4.42%	—	+16.64%	+3.27%
2006	—	—	—	—	+13.38%	+36.05%
2005	—	—	—	—	+7.19%	−9.40%
2004	—	—	—	—	+12.38%	+33.87%
2003	—	—	—	—	+18.48%	+21.61%
2002	—	—	—	—	+11.50%	+27.47%
2001	—	—	—	—	+3.11%	+28.13%
2000	—	—	—	—	−27.09%	+32.73%
1999	—	—	—	—	+21.57%	−9.12%
1998	—	—	—	—	+15.89%	+5.59%
1997	—	—	—	—	+50.48%	+14.76%
1996	—	—	—	—	+32.18%	+14.71%
1995	—	—	—	—	+36.81%	+46.26%
1994	—	—	—	—	+11.33%	+10.03%
1993	—	—	—	—	+8.78%	—
1992	—	—	—	—	+16.76%	—
1991	—	—	—	—	+11.03%	—
1990	—	—	—	—	+26.36%	—
1989	—	—	—	—	+66.78%	—
1988	—	—	—	—	+5.55%	—
1987	—	—	—	—	+15.30%	—
1986	—	—	—	—	+13.61%	—
1985	—	—	—	—	+28.25%	—
1984	—	—	—	—	+5.12%	—
1983	—	—	—	—	−0.24%	—
1982	—	—	—	—	+54.25%	—
1981	—	—	—	—	+23.14%	—
1980	—	—	—	—	−2.50%	—
1979	—	—	—	—	−12.93%	—
1978	—	—	—	—	+7.10%	—
1977	—	—	—	—	−5.34%	—
1976	—	—	—	—	+7.66%	—
1975	—	—	—	—	+11.64%	—
1974	—	—	—	—	−9.51%	—
1973	—	—	—	—	−16.15%	—
1972	—	—	—	—	+44.47%	—
1971	—	—	—	—	+38.42%	—
1970	—	—	—	—	+8.62%	—
1969	—	—	—	—	+26.59%	—
1968	—	—	—	—	−6.22%	—
1967	—	—	—	—	+26.35%	—
1966	—	—	—	—	+5.21%	—
1965	—	—	—	—	−14.85%	—
1964	—	—	—	—	+2.02%	—
1963	—	—	—	—	+12.12%	—
1962	—	—	—	—	−22.14%	—

---

Drawdowns

Thu 2011-10-20? 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
SCHD ×	−9.26%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PG ×	−10.56%	−25.46% 2015-09-14
Procter & Gamble Company NYSE Common Stock
O ×	−14.62%	−48.28% 2020-03-18
Realty Income Corporation NYSE Common Stock