All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Fri 2007-10-05? to Fri 2025-05-09 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
VYM × |
−0.80%
2025-05-09 |
4.404 TR
2025-05-09 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
MAIN × |
−7.08%
2025-05-09 |
15.6 TR
2025-05-09 |
||||
Main Street Capital Corporation NYSE Common Stock | ||||||
SWPPX × |
−3.30%
2025-05-09 |
10.18 TR
2025-05-09 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Fri 2007-10-05? to Fri 2025-05-09 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VYM × |
+291.62%
+8.07%/yr |
+11.14%/yr
(R2=0.957) |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
MAIN × |
+1,459.65%
+16.90%/yr |
+16.96%/yr
(R2=0.931) |
||||
Main Street Capital Corporation NYSE Common Stock | ||||||
SWPPX × |
+398.58%
+9.56%/yr |
+12.67%/yr
(R2=0.963) |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Fri 2007-10-05? to Fri 2025-05-09 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VYM × |
$10,000.00
2007-10-05 |
$39,161.70
2025-05-09 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
MAIN × |
$10,000.00
2007-10-05 |
$155,964.65
2025-05-09 |
||||
Main Street Capital Corporation NYSE Common Stock | ||||||
SWPPX × |
$10,000.00
2007-10-05 |
$49,858.35
2025-05-09 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Year | VYM | MAIN | SWPPX |
---|---|---|---|
2025 (YTD) | −0.80% | −7.08% | −3.30% |
2024 | +17.60% | +47.30% | +24.96% |
2023 | +6.59% | +28.23% | +26.26% |
2022 | −0.45% | −11.37% | −18.14% |
2021 | +26.20% | +48.31% | +28.67% |
2020 | +1.15% | −19.54% | +18.38% |
2019 | +24.06% | +36.88% | +31.46% |
2018 | −5.92% | −8.27% | −4.92% |
2017 | +16.42% | +16.05% | +21.76% |
2016 | +17.04% | +37.45% | +11.21% |
2015 | +0.28% | +8.54% | +0.26% |
2014 | +13.54% | −2.99% | +13.55% |
2013 | +30.08% | +16.83% | +32.26% |
2012 | +12.69% | +53.48% | +15.89% |
2011 | +10.55% | +27.79% | +2.02% |
2010 | +14.22% | +24.22% | +14.98% |
2009 | +17.19% | +84.84% | +26.26% |
2008 | −31.92% | −20.77% | −36.70% |
2007 | +1.37% | −4.42% | +5.45% |
2006 | +2.82% | — | +15.68% |
2005 | — | — | +4.78% |
2004 | — | — | +10.70% |
2003 | — | — | +28.47% |
2002 | — | — | −22.18% |
2001 | — | — | −12.04% |
2000 | — | — | −9.19% |
1999 | — | — | +21.97% |
1998 | — | — | +28.26% |
1997 | — | — | +9.33% |
Fri 2007-10-05? to Fri 2025-05-09 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VYM × | −6.29% |
−56.98%
2009-03-05 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
MAIN × | −14.46% |
−64.53%
2020-03-23 |
||||
Main Street Capital Corporation NYSE Common Stock | ||||||
SWPPX × | −7.58% |
−55.06%
2009-03-09 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||