All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2014-06-12? to Fri 2025-08-01 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−3.97%
2025-08-01 |
3.416 TRR
2025-08-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| MAIN × |
+11.15%
2025-08-01 |
12.33 TRR
2025-08-01 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| DGRO × |
+3.10%
2025-08-01 |
2.478 TRR
2025-08-01 |
||||
| iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
| SWPPX × |
+4.29%
2025-08-01 |
5.559 TRR
2025-08-01 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Thu 2014-06-12? to Fri 2025-08-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+120.75%
+7.37%/yr |
+8.64%/yr
(R2=0.913) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| MAIN × |
+255.70%
+12.07%/yr |
+9.12%/yr
(R2=0.816) |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| DGRO × |
+147.80%
+8.49%/yr |
+8.64%/yr
(R2=0.928) |
||||
| iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
| SWPPX × |
+182.24%
+9.76%/yr |
+9.47%/yr
(R2=0.927) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Thu 2014-06-12? to Fri 2025-08-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2014-06-12 |
$22,075.31
2025-08-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| MAIN × |
$10,000.00
2014-06-12 |
$35,569.76
2025-08-01 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| DGRO × |
$10,000.00
2014-06-12 |
$24,779.75
2025-08-01 |
||||
| iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
| SWPPX × |
$10,000.00
2014-06-12 |
$28,223.59
2025-08-01 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Year | SCHD | MAIN | DGRO | SWPPX |
|---|---|---|---|---|
| 2025 (YTD) | −3.97% | +11.15% | +3.10% | +4.29% |
| 2024 | +8.53% | +43.17% | +13.36% | +21.46% |
| 2023 | +1.16% | +24.07% | +6.88% | +22.16% |
| 2022 | −9.12% | −16.75% | −13.50% | −23.11% |
| 2021 | +21.33% | +38.54% | +18.32% | +20.11% |
| 2020 | +13.45% | −20.62% | +8.03% | +16.79% |
| 2019 | +24.46% | +33.84% | +26.96% | +28.29% |
| 2018 | −7.32% | −9.97% | −4.22% | −6.69% |
| 2017 | +18.36% | +13.66% | +20.48% | +19.21% |
| 2016 | +14.10% | +34.64% | +12.86% | +8.96% |
| 2015 | −1.00% | +7.74% | −1.40% | −0.48% |
| 2014 | +10.85% | −3.73% | +10.05% | +12.71% |
| 2013 | +30.86% | +15.11% | — | +30.33% |
| 2012 | +9.50% | +50.84% | — | +13.89% |
| 2011 | +5.72% | +24.13% | — | −0.89% |
| 2010 | — | +22.39% | — | +13.28% |
| 2009 | — | +79.97% | — | +22.87% |
| 2008 | — | −20.85% | — | −36.75% |
| 2007 | — | −5.10% | — | +1.31% |
| 2006 | — | — | — | +12.82% |
| 2005 | — | — | — | +1.31% |
| 2004 | — | — | — | +7.23% |
| 2003 | — | — | — | +26.07% |
| 2002 | — | — | — | −23.96% |
| 2001 | — | — | — | −13.38% |
| 2000 | — | — | — | −12.18% |
| 1999 | — | — | — | +18.80% |
| 1998 | — | — | — | +26.22% |
| 1997 | — | — | — | +8.59% |
| Thu 2014-06-12? to Fri 2025-08-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −10.33% |
−33.51%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| MAIN × | −2.84% |
−64.53%
2020-03-23 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| DGRO × | −2.57% |
−35.09%
2020-03-23 |
||||
| iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
| SWPPX × | −2.40% |
−33.76%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||