All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

MAIN,SCHD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2011-10-20? to Thu 2025-04-17 YTD
Return
TRR
Price
MAIN
×
−8.23%
2025-04-17
10.18 TRR
2025-04-17
Main Street Capital Corporation NYSE Common Stock
SCHD
×
−7.46%
2025-04-17
3.291 TRR
2025-04-17
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2025-04-17 Overall
Return
Exponential
Trendline
MAIN
×
+512.22%
+14.37%/yr
+9.89%/yr
(R2=0.876)
Main Street Capital Corporation NYSE Common Stock
SCHD
×
+229.15%
+9.23%/yr
+9.63%/yr
(R2=0.950)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2025-04-17 Start
Value
End
Value
MAIN
×
$10,000.00
2011-10-20
$61,222.15
2025-04-17
Main Street Capital Corporation NYSE Common Stock
SCHD
×
$10,000.00
2011-10-20
$32,914.67
2025-04-17
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year MAIN SCHD
2025 (YTD) −8.23% −7.46%
2024 +43.20% +8.53%
2023 +24.07% +1.16%
2022 −16.76% −9.12%
2021 +38.57% +21.33%
2020 −20.62% +13.45%
2019 +33.81% +24.46%
2018 −9.99% −7.32%
2017 +13.65% +18.36%
2016 +34.64% +14.10%
2015 +7.79% −1.00%
2014 −3.75% +10.85%
2013 +15.10% +30.87%
2012 +50.88% +9.49%
2011 +24.09% +5.72%
2010 +22.39%
2009 +79.96%
2008 −20.85%
2007 −5.10%

Drawdowns

Thu 2011-10-20? to Thu 2025-04-17 Current
Drawdown
Worst
Drawdown
MAIN
×
−14.71% −64.54%
2020-03-23
Main Street Capital Corporation NYSE Common Stock
SCHD
×
−13.60% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund