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

Total Real Returns

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

Thu 2011-10-20? to Thu 2025-04-03 YTD
Return
TRR
Price
SCHD
×
−2.59%
2025-04-03
3.464 TRR
2025-04-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN
×
−4.10%
2025-04-03
10.64 TRR
2025-04-03
Main Street Capital Corporation NYSE Common Stock

Returns

Thu 2011-10-20? to Thu 2025-04-03 Overall
Return
Exponential
Trendline
SCHD
×
+246.38%
+9.67%/yr
+9.66%/yr
(R2=0.950)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN
×
+539.71%
+14.79%/yr
+9.88%/yr
(R2=0.875)
Main Street Capital Corporation NYSE Common Stock

Growth of $10,000

Thu 2011-10-20? to Thu 2025-04-03 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$34,637.81
2025-04-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN
×
$10,000.00
2011-10-20
$63,971.18
2025-04-03
Main Street Capital Corporation NYSE Common Stock

Annual Returns

Year SCHD MAIN
2025 (YTD) −2.59% −4.10%
2024 +8.50% +43.19%
2023 +1.16% +24.06%
2022 −9.12% −16.76%
2021 +21.35% +38.58%
2020 +13.46% −20.61%
2019 +24.49% +33.82%
2018 −7.33% −9.98%
2017 +18.31% +13.63%
2016 +14.11% +34.65%
2015 −1.00% +7.76%
2014 +10.86% −3.73%
2013 +30.85% +15.10%
2012 +9.50% +50.83%
2011 +5.73% +24.14%
2010 +22.40%
2009 +79.95%
2008 −20.84%
2007 −5.10%

Drawdowns

Thu 2011-10-20? to Thu 2025-04-03 Current
Drawdown
Worst
Drawdown
SCHD
×
−9.08% −33.50%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN
×
−10.87% −64.53%
2020-03-23
Main Street Capital Corporation NYSE Common Stock