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

Total Real Returns

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

Thu 2011-10-20? to Thu 2025-07-03 YTD
Return
TRR
Price
PSEC
×
−18.95%
2025-07-03
1.338 TRR
2025-07-03
Prospect Capital Corporation NASDAQ Common Stock
SCHD
×
−0.07%
2025-07-03
3.554 TRR
2025-07-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2025-07-03 Overall
Return
Exponential
Trendline
PSEC
×
+30.20%
+1.94%/yr
+3.66%/yr
(R2=0.437)
Prospect Capital Corporation NASDAQ Common Stock
SCHD
×
+255.43%
+9.70%/yr
+9.51%/yr
(R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2025-07-03 Start
Value
End
Value
PSEC
×
$10,000.00
2011-10-20
$13,019.61
2025-07-03
Prospect Capital Corporation NASDAQ Common Stock
SCHD
×
$10,000.00
2011-10-20
$35,542.56
2025-07-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year PSEC SCHD
2025 (YTD) −18.95% −0.07%
2024 −20.47% +8.52%
2023 −7.22% +1.16%
2022 −14.18% −9.11%
2021 +60.02% +21.32%
2020 −4.83% +13.50%
2019 +11.29% +24.42%
2018 +2.14% −7.35%
2017 −11.34% +18.36%
2016 +33.44% +14.15%
2015 −4.30% −1.08%
2014 −16.81% +10.89%
2013 +14.52% +30.89%
2012 +28.49% +9.49%
2011 −5.96% +5.73%
2010 −0.03%
2009 +12.12%
2008 +3.23%
2007 −19.57%
2006 +20.68%
2005 +28.23%
2004 −19.78%

Drawdowns

Thu 2011-10-20? to Thu 2025-07-03 Current
Drawdown
Worst
Drawdown
PSEC
×
−52.37% −55.42%
2025-06-24
Prospect Capital Corporation NASDAQ Common Stock
SCHD
×
−6.72% −33.50%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund