USOI,TCPC,SPY,DIA,SCHD: Total Return Chart (with Dividends Reinvested)

Wed 2017-04-26? to Mon 2025-05-05	YTD Return	TR Price
USOI ×	−16.45% 2025-05-05	0.7238 TR 2025-05-05
Credit Suisse X-Links Crude Oil Shares Covered Call ETN NASDAQ Exchange-Traded Fund
TCPC ×	−21.69% 2025-05-05	1.733 TR 2025-05-05
BlackRock TCP Capital Corp NASDAQ Common Stock
SPY ×	−3.56% 2025-05-05	23.05 TR 2025-05-05
SPDR S&P 500 ETF Trust Exchange-Traded Fund
DIA ×	−2.70% 2025-05-05	9.319 TR 2025-05-05
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund
SCHD ×	−4.71% 2025-05-05	4.72 TR 2025-05-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Returns

Wed 2017-04-26? to Mon 2025-05-05	Overall Return	Exponential Trendline
USOI ×	−27.62% −3.95%/yr	−5.37%/yr (R2=0.118)
Credit Suisse X-Links Crude Oil Shares Covered Call ETN NASDAQ Exchange-Traded Fund
TCPC ×	−7.91% −1.02%/yr	+4.73%/yr (R2=0.307)
BlackRock TCP Capital Corp NASDAQ Common Stock
SPY ×	+169.50% +13.15%/yr	+13.44%/yr (R2=0.915)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
DIA ×	+130.46% +10.96%/yr	+10.50%/yr (R2=0.909)
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund
SCHD ×	+125.14% +10.64%/yr	+12.22%/yr (R2=0.899)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Wed 2017-04-26? to Mon 2025-05-05	Start Value	End Value
USOI ×	$10,000.00 2017-04-26	$7,238.23 2025-05-05
Credit Suisse X-Links Crude Oil Shares Covered Call ETN NASDAQ Exchange-Traded Fund
TCPC ×	$10,000.00 2017-04-26	$9,208.69 2025-05-05
BlackRock TCP Capital Corp NASDAQ Common Stock
SPY ×	$10,000.00 2017-04-26	$26,949.93 2025-05-05
SPDR S&P 500 ETF Trust Exchange-Traded Fund
DIA ×	$10,000.00 2017-04-26	$23,045.68 2025-05-05
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund
SCHD ×	$10,000.00 2017-04-26	$22,513.87 2025-05-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	USOI	TCPC	SPY	DIA	SCHD
2025 (YTD)	−16.45%	−21.69%	−3.56%	−2.70%	−4.71%
2024	+14.90%	−13.25%	+24.89%	+14.82%	+11.66%
2023	+6.40%	+0.40%	+26.18%	+16.02%	+4.54%
2022	+14.59%	+5.61%	−18.18%	−7.02%	−3.26%
2021	+37.28%	+30.76%	+28.73%	+20.83%	+29.87%
2020	−65.61%	−9.17%	+18.33%	+9.59%	+15.03%
2019	+33.58%	+19.31%	+31.22%	+25.03%	+27.29%
2018	−21.21%	−5.59%	−4.57%	−3.74%	−5.56%
2017	+24.45%	−1.22%	+21.71%	+28.08%	+20.85%
2016	—	+33.27%	+12.00%	+16.37%	+16.45%
2015	—	−8.73%	+1.23%	+0.09%	−0.30%
2014	—	+9.45%	+13.46%	+9.82%	+11.69%
2013	—	+25.27%	+32.31%	+29.64%	+32.88%
2012	—	+9.13%	+15.99%	+9.94%	+11.39%
2011	—	—	+1.89%	+8.06%	+5.31%
2010	—	—	+15.06%	+14.01%	—
2009	—	—	+26.35%	+22.74%	—
2008	—	—	−36.79%	−32.14%	—
2007	—	—	+5.15%	+8.89%	—
2006	—	—	+15.85%	+18.91%	—
2005	—	—	+4.83%	+1.61%	—
2004	—	—	+10.70%	+5.02%	—
2003	—	—	+28.18%	+27.90%	—
2002	—	—	−21.58%	−14.70%	—
2001	—	—	−11.76%	−5.08%	—
2000	—	—	−9.74%	−5.93%	—
1999	—	—	+20.39%	+27.56%	—
1998	—	—	+28.69%	+17.92%	—
1997	—	—	+33.48%	—	—
1996	—	—	+22.50%	—	—
1995	—	—	+38.06%	—	—
1994	—	—	+0.40%	—	—
1993	—	—	+8.71%	—	—

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Drawdowns

Wed 2017-04-26? to Mon 2025-05-05	Current Drawdown	Worst Drawdown
USOI ×	−52.61%	−77.42% 2020-05-13
Credit Suisse X-Links Crude Oil Shares Covered Call ETN NASDAQ Exchange-Traded Fund
TCPC ×	−35.63%	−69.08% 2020-03-18
BlackRock TCP Capital Corp NASDAQ Common Stock
SPY ×	−7.79%	−33.72% 2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
DIA ×	−7.92%	−36.70% 2020-03-23
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund
SCHD ×	−11.02%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund