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

Thu 2014-06-12? to Thu 2025-07-03	YTD Return	TRR Price
SCHD ×	−0.07% 2025-07-03	3.554 TRR 2025-07-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN ×	+6.11% 2025-07-03	11.77 TRR 2025-07-03
Main Street Capital Corporation NYSE Common Stock
DGRO ×	+5.24% 2025-07-03	2.53 TRR 2025-07-03
iShares Core Dividend Growth ETF Exchange-Traded Fund
SWPPX ×	+5.31% 2025-07-03	5.694 TRR 2025-07-03
Schwab S&P 500 Index Fund Mutual Fund

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Returns

Thu 2014-06-12? to Thu 2025-07-03	Overall Return	Exponential Trendline
SCHD ×	+129.83% +7.82%/yr	+8.68%/yr (R2=0.913)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN ×	+239.61% +11.69%/yr	+9.01%/yr (R2=0.813)
Main Street Capital Corporation NYSE Common Stock
DGRO ×	+152.99% +8.76%/yr	+8.65%/yr (R2=0.927)
iShares Core Dividend Growth ETF Exchange-Traded Fund
SWPPX ×	+191.91% +10.17%/yr	+9.69%/yr (R2=0.928)
Schwab S&P 500 Index Fund Mutual Fund

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Growth of $10,000

Thu 2014-06-12? to Thu 2025-07-03	Start Value	End Value
SCHD ×	$10,000.00 2014-06-12	$22,983.19 2025-07-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN ×	$10,000.00 2014-06-12	$33,961.11 2025-07-03
Main Street Capital Corporation NYSE Common Stock
DGRO ×	$10,000.00 2014-06-12	$25,298.68 2025-07-03
iShares Core Dividend Growth ETF Exchange-Traded Fund
SWPPX ×	$10,000.00 2014-06-12	$29,190.73 2025-07-03
Schwab S&P 500 Index Fund Mutual Fund

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Annual Returns

Year	SCHD	MAIN	DGRO	SWPPX
2025 (YTD)	−0.07%	+6.11%	+5.24%	+5.31%
2024	+8.52%	+43.17%	+13.35%	+21.46%
2023	+1.16%	+24.08%	+6.88%	+22.18%
2022	−9.11%	−16.76%	−13.51%	−23.11%
2021	+21.32%	+38.60%	+18.33%	+20.22%
2020	+13.50%	−20.64%	+8.04%	+16.78%
2019	+24.42%	+33.86%	+26.95%	+28.54%
2018	−7.35%	−10.00%	−4.21%	−6.26%
2017	+18.36%	+13.65%	+20.46%	+19.29%
2016	+14.15%	+34.67%	+12.87%	+9.55%
2015	−1.08%	+7.74%	−1.41%	+0.58%
2014	+10.89%	−3.73%	+10.09%	+12.69%
2013	+30.89%	+15.10%	—	+30.33%
2012	+9.49%	+50.94%	—	+13.91%
2011	+5.73%	+24.05%	—	−0.91%
2010	—	+22.39%	—	+13.29%
2009	—	+79.93%	—	+22.87%
2008	—	−20.84%	—	−36.74%
2007	—	−5.10%	—	+1.30%
2006	—	—	—	+12.82%
2005	—	—	—	+1.30%
2004	—	—	—	+7.24%
2003	—	—	—	+26.12%
2002	—	—	—	−24.01%
2001	—	—	—	−13.38%
2000	—	—	—	−12.19%
1999	—	—	—	+17.68%
1998	—	—	—	+26.20%
1997	—	—	—	+8.63%

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Drawdowns

Thu 2014-06-12? to Thu 2025-07-03	Current Drawdown	Worst Drawdown
SCHD ×	−6.72%	−33.50% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN ×	−1.37%	−64.52% 2020-03-23
Main Street Capital Corporation NYSE Common Stock
DGRO ×	−0.03%	−35.09% 2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund
SWPPX ×	0.00%	−33.76% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund