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

Total Real Returns

USOI,TCPC,SPY,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
SCHD
×
−4.71%
2025-05-05
4.72 TR
2025-05-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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
SCHD
×
+125.14%
+10.64%/yr
+12.22%/yr
(R2=0.899)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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
SCHD
×
$10,000.00
2017-04-26
$22,513.87
2025-05-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year USOI TCPC SPY SCHD
2025 (YTD) −16.45% −21.69% −3.56% −4.71%
2024 +14.90% −13.25% +24.89% +11.66%
2023 +6.40% +0.40% +26.18% +4.54%
2022 +14.59% +5.61% −18.18% −3.26%
2021 +37.28% +30.76% +28.73% +29.87%
2020 −65.61% −9.17% +18.33% +15.03%
2019 +33.58% +19.31% +31.22% +27.29%
2018 −21.21% −5.59% −4.57% −5.56%
2017 +24.45% −1.22% +21.71% +20.85%
2016 +33.27% +12.00% +16.45%
2015 −8.73% +1.23% −0.30%
2014 +9.45% +13.46% +11.69%
2013 +25.27% +32.31% +32.88%
2012 +9.13% +15.99% +11.39%
2011 +1.89% +5.31%
2010 +15.06%
2009 +26.35%
2008 −36.79%
2007 +5.15%
2006 +15.85%
2005 +4.83%
2004 +10.70%
2003 +28.18%
2002 −21.58%
2001 −11.76%
2000 −9.74%
1999 +20.39%
1998 +28.69%
1997 +33.48%
1996 +22.50%
1995 +38.06%
1994 +0.40%
1993 +8.71%

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
SCHD
×
−11.02% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund