All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

SPMO vs. MAIN: Total Return Chart (with Dividends Reinvested)

Growth of $10,000

Mon 2015-10-12💬 to Tue 2026-08-25 Overall
Return 		Exponential
Trendline
SPMO × 		+567.19%
+19.08%/yr 		+17.74%/yr
R2=0.929
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
MAIN × 		+375.09%
+15.42%/yr 		+13.72%/yr
R2=0.850
Main Street Capital Corporation NYSE Common Stock

Growth of $10,000 Summary

Mon 2015-10-12💬 to Tue 2026-08-25 Start
Value 		End
Value
SPMO × 		$10,000.00
2015-10-12 		$66,719.47
2026-08-25
MAIN × 		$10,000.00
2015-10-12 		$47,509.29
2026-08-25

This Year’s Performance

through 2026-08-25

  YTD YoY
SPMO × 		+24.08% +27.88%
MAIN × 		+1.77% −1.42%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SPMO × 		−8.81%
on 2026-08-25
from 2026-06-22 peak 		−30.95%
on 2020-03-23
from 2020-02-19 peak
MAIN × 		−6.58%
on 2026-08-25
from 2025-08-13 peak 		−64.53%
on 2020-03-23
from 2020-02-13 peak

Rolling Returns

Period ending Tue 2026-08-25 1 yr 2 yr 3 yr 5 yr 10 yr
SPMO × 		+27.88% +66.99%
+29.22%/yr 		+160.99%
+37.68%/yr 		+149.50%
+20.06%/yr 		+512.15%
+19.86%/yr
MAIN × 		−1.42% +36.96%
+17.03%/yr 		+87.12%
+23.23%/yr 		+104.18%
+15.35%/yr 		+265.88%
+13.85%/yr

Annual Returns

Year SPMO MAIN
2026 (YTD) +24.08% +1.77%
2025 +26.58% +10.75%
2024 +45.82% +47.30%
2023 +17.56% +28.23%
2022 −10.46% −11.37%
2021 +22.64% +48.31%
2020 +28.25% −19.54%
2019 +25.93% +36.88%
2018 −0.92% −8.27%
2017 +27.76% +16.05%
2016 +7.38% +37.45%
2015 +2.79% +8.54%
2014 — −2.99%
2013 — +16.83%
2012 — +53.48%
2011 — +27.79%
2010 — +24.22%
2009 — +84.84%
2008 — −20.77%
2007 — −4.42%