ARCC,ITOT,KO,SCHD,VLO: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2011-10-20? to Mon 2025-08-25	YTD Return	TRR Price
ARCC ×	+2.84% 2025-08-25	7.399 TRR 2025-08-25
Ares Capital Corporation NASDAQ Common Stock
ITOT ×	+7.28% 2025-08-25	4.736 TRR 2025-08-25
iShares Core S&P Total U.S. Stock Market ETF Exchange-Traded Fund
KO ×	+9.53% 2025-08-25	116.38 TRR 2025-08-25
The Coca-Cola Company NYSE Common Stock
SCHD ×	+1.02% 2025-08-25	3.592 TRR 2025-08-25
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VLO ×	+19.95% 2025-08-25	12.51 TRR 2025-08-25
Valero Energy Corporation NYSE Common Stock

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Returns

Thu 2011-10-20? to Mon 2025-08-25	Overall Return	Exponential Trendline
ARCC ×	+288.32% +10.29%/yr	+9.27%/yr (R2=0.942)
Ares Capital Corporation NASDAQ Common Stock
ITOT ×	+358.62% +11.63%/yr	+10.10%/yr (R2=0.947)
iShares Core S&P Total U.S. Stock Market ETF Exchange-Traded Fund
KO ×	+120.01% +5.86%/yr	+5.34%/yr (R2=0.934)
The Coca-Cola Company NYSE Common Stock
SCHD ×	+259.20% +9.67%/yr	+9.44%/yr (R2=0.947)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VLO ×	+661.83% +15.79%/yr	+13.12%/yr (R2=0.799)
Valero Energy Corporation NYSE Common Stock

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Growth of $10,000

Thu 2011-10-20? to Mon 2025-08-25	Start Value	End Value
ARCC ×	$10,000.00 2011-10-20	$38,832.22 2025-08-25
Ares Capital Corporation NASDAQ Common Stock
ITOT ×	$10,000.00 2011-10-20	$45,862.41 2025-08-25
iShares Core S&P Total U.S. Stock Market ETF Exchange-Traded Fund
KO ×	$10,000.00 2011-10-20	$22,001.28 2025-08-25
The Coca-Cola Company NYSE Common Stock
SCHD ×	$10,000.00 2011-10-20	$35,920.32 2025-08-25
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VLO ×	$10,000.00 2011-10-20	$76,183.32 2025-08-25
Valero Energy Corporation NYSE Common Stock

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Annual Returns

Year	ARCC	ITOT	KO	SCHD	VLO
2025 (YTD)	+2.84%	+7.28%	+9.53%	+1.02%	+19.95%
2024	+16.43%	+20.33%	+5.84%	+8.53%	−5.68%
2023	+16.12%	+22.04%	−7.54%	+1.16%	+2.43%
2022	−9.67%	−24.36%	+3.89%	−9.14%	+64.33%
2021	+27.21%	+17.42%	+4.05%	+21.36%	+31.03%
2020	−0.50%	+19.08%	+1.09%	+13.44%	−36.55%
2019	+28.37%	+27.75%	+17.91%	+24.50%	+27.34%
2018	+6.71%	−7.10%	+4.79%	−7.37%	−17.30%
2017	+2.38%	+18.86%	+11.99%	+18.34%	+37.07%
2016	+25.43%	+10.32%	−2.36%	+14.16%	−1.38%
2015	+0.06%	+0.17%	+4.36%	−1.08%	+45.77%
2014	−4.33%	+12.67%	+4.48%	+10.84%	−0.51%
2013	+9.43%	+31.34%	+15.50%	+30.95%	+61.81%
2012	+22.59%	+13.88%	+4.72%	+9.49%	+59.28%
2011	−0.39%	−1.20%	+6.31%	+5.73%	−11.55%
2010	+43.30%	+14.50%	+17.25%	—	+35.95%
2009	+140.48%	+23.25%	+26.85%	—	−24.61%
2008	−48.59%	−36.52%	−24.17%	—	−69.13%
2007	−18.83%	+1.00%	+25.34%	—	+31.51%
2006	+27.13%	+12.31%	+20.11%	—	−3.28%
2005	−13.79%	+1.85%	−3.99%	—	+120.10%
2004	+31.23%	+5.82%	−18.76%	—	+90.19%
2003	—	—	+15.97%	—	+23.38%
2002	—	—	−7.71%	—	−5.10%
2001	—	—	−22.65%	—	+1.13%
2000	—	—	+2.50%	—	+81.45%
1999	—	—	−14.45%	—	−8.58%
1998	—	—	−0.31%	—	−33.31%
1997	—	—	+25.71%	—	+8.12%
1996	—	—	+38.66%	—	+13.08%
1995	—	—	+42.64%	—	+41.57%
1994	—	—	+14.39%	—	−22.19%
1993	—	—	+5.36%	—	−10.12%
1992	—	—	+2.75%	—	−25.28%
1991	—	—	+70.25%	—	+87.74%
1990	—	—	+15.65%	—	−4.20%
1989	—	—	+69.19%	—	+62.87%
1988	—	—	+15.49%	—	+69.95%
1987	—	—	−0.80%	—	−30.35%
1986	—	—	+36.52%	—	−50.54%
1985	—	—	+36.09%	—	+111.98%
1984	—	—	+17.58%	—	−71.20%
1983	—	—	+4.47%	—	−17.04%
1982	—	—	+54.15%	—	−3.15%
1981	—	—	+2.22%	—	—
1980	—	—	−8.11%	—	—
1979	—	—	−26.95%	—	—
1978	—	—	+12.72%	—	—
1977	—	—	−7.99%	—	—
1976	—	—	−5.41%	—	—
1975	—	—	+49.23%	—	—
1974	—	—	−61.66%	—	—
1973	—	—	−20.65%	—	—
1972	—	—	+19.13%	—	—
1971	—	—	+41.62%	—	—
1970	—	—	−1.04%	—	—
1969	—	—	+8.32%	—	—
1968	—	—	+3.12%	—	—
1967	—	—	+43.47%	—	—
1966	—	—	+0.79%	—	—
1965	—	—	+19.92%	—	—
1964	—	—	+20.45%	—	—
1963	—	—	+33.36%	—	—
1962	—	—	−16.60%	—	—

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Drawdowns

Thu 2011-10-20? to Mon 2025-08-25	Current Drawdown	Worst Drawdown
ARCC ×	−5.28%	−56.80% 2020-03-23
Ares Capital Corporation NASDAQ Common Stock
ITOT ×	−0.46%	−34.96% 2020-03-23
iShares Core S&P Total U.S. Stock Market ETF Exchange-Traded Fund
KO ×	−6.96%	−36.93% 2020-03-23
The Coca-Cola Company NYSE Common Stock
SCHD ×	−5.71%	−33.53% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VLO ×	−18.90%	−72.60% 2020-03-23
Valero Energy Corporation NYSE Common Stock