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

Thu 2011-10-20? to Tue 2025-07-15	YTD Return	TRR Price
SCHD ×	−2.04% 2025-07-15	3.483 TRR 2025-07-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO ×	+10.46% 2025-07-15	117.38 TRR 2025-07-15
The Coca-Cola Company NYSE Common Stock
MAIN ×	+10.43% 2025-07-15	12.25 TRR 2025-07-15
Main Street Capital Corporation NYSE Common Stock
SWPPX ×	+4.48% 2025-07-15	5.65 TRR 2025-07-15
Schwab S&P 500 Index Fund Mutual Fund

---

Returns

Thu 2011-10-20? to Tue 2025-07-15	Overall Return	Exponential Trendline
SCHD ×	+248.33% +9.51%/yr	+9.50%/yr (R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO ×	+121.88% +5.97%/yr	+5.34%/yr (R2=0.932)
The Coca-Cola Company NYSE Common Stock
MAIN ×	+636.66% +15.65%/yr	+10.00%/yr (R2=0.882)
Main Street Capital Corporation NYSE Common Stock
SWPPX ×	+362.39% +11.79%/yr	+10.45%/yr (R2=0.957)
Schwab S&P 500 Index Fund Mutual Fund

---

Growth of $10,000

Thu 2011-10-20? to Tue 2025-07-15	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$34,832.77 2025-07-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO ×	$10,000.00 2011-10-20	$22,188.10 2025-07-15
The Coca-Cola Company NYSE Common Stock
MAIN ×	$10,000.00 2011-10-20	$73,665.89 2025-07-15
Main Street Capital Corporation NYSE Common Stock
SWPPX ×	$10,000.00 2011-10-20	$46,238.62 2025-07-15
Schwab S&P 500 Index Fund Mutual Fund

---

Annual Returns

Year	SCHD	KO	MAIN	SWPPX
2025 (YTD)	−2.04%	+10.46%	+10.43%	+4.48%
2024	+8.50%	+5.83%	+43.18%	+21.46%
2023	+1.16%	−7.53%	+24.07%	+22.17%
2022	−9.13%	+3.89%	−16.77%	−23.11%
2021	+21.36%	+4.06%	+38.60%	+20.21%
2020	+13.47%	+1.09%	−20.62%	+16.81%
2019	+24.42%	+17.89%	+33.80%	+28.51%
2018	−7.33%	+4.78%	−9.98%	−6.27%
2017	+18.39%	+12.02%	+13.67%	+19.29%
2016	+14.03%	−2.37%	+34.62%	+9.56%
2015	−1.00%	+4.37%	+7.75%	+0.58%
2014	+10.86%	+4.47%	−3.68%	+12.69%
2013	+30.91%	+15.50%	+15.07%	+30.33%
2012	+9.50%	+4.70%	+50.94%	+13.92%
2011	+5.72%	+6.32%	+24.05%	−0.96%
2010	—	+17.25%	+22.39%	+13.31%
2009	—	+26.87%	+79.92%	+22.95%
2008	—	−24.16%	−20.83%	−36.77%
2007	—	+25.31%	−5.11%	+1.30%
2006	—	+20.10%	—	+12.83%
2005	—	−3.95%	—	+1.30%
2004	—	−18.80%	—	+7.22%
2003	—	+15.95%	—	+26.11%
2002	—	−7.68%	—	−24.00%
2001	—	−22.67%	—	−13.39%
2000	—	+2.50%	—	−12.16%
1999	—	−14.45%	—	+17.63%
1998	—	−0.28%	—	+26.25%
1997	—	+25.69%	—	+8.61%
1996	—	+38.71%	—	—
1995	—	+42.58%	—	—
1994	—	+14.32%	—	—
1993	—	+5.37%	—	—
1992	—	+2.86%	—	—
1991	—	+70.15%	—	—
1990	—	+15.65%	—	—
1989	—	+69.18%	—	—
1988	—	+15.49%	—	—
1987	—	−0.76%	—	—
1986	—	+36.44%	—	—
1985	—	+36.10%	—	—
1984	—	+17.62%	—	—
1983	—	+4.48%	—	—
1982	—	+54.12%	—	—
1981	—	+2.21%	—	—
1980	—	−8.11%	—	—
1979	—	−26.91%	—	—
1978	—	+12.65%	—	—
1977	—	−8.00%	—	—
1976	—	−5.34%	—	—
1975	—	+49.17%	—	—
1974	—	−61.66%	—	—
1973	—	−20.63%	—	—
1972	—	+19.13%	—	—
1971	—	+41.66%	—	—
1970	—	−1.04%	—	—
1969	—	+8.34%	—	—
1968	—	+3.06%	—	—
1967	—	+43.47%	—	—
1966	—	+0.80%	—	—
1965	—	+19.90%	—	—
1964	—	+20.46%	—	—
1963	—	+33.35%	—	—
1962	—	−16.58%	—	—

---

Drawdowns

Thu 2011-10-20? to Tue 2025-07-15	Current Drawdown	Worst Drawdown
SCHD ×	−8.57%	−33.51% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO ×	−6.17%	−36.93% 2020-03-23
The Coca-Cola Company NYSE Common Stock
MAIN ×	−0.11%	−64.53% 2020-03-23
Main Street Capital Corporation NYSE Common Stock
SWPPX ×	−0.63%	−33.75% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund