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

Total Real Returns

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

Thu 2011-10-20? to Wed 2025-04-02 YTD
Return
TRR
Price
SCHD
×
+1.57%
2025-04-02
3.612 TRR
2025-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN
×
−1.46%
2025-04-02
10.93 TRR
2025-04-02
Main Street Capital Corporation NYSE Common Stock
O
×
+7.55%
2025-04-02
22.9 TRR
2025-04-02
Realty Income Corporation NYSE Common Stock

Returns

Thu 2011-10-20? to Wed 2025-04-02 Overall
Return
Exponential
Trendline
SCHD
×
+261.15%
+10.02%/yr
+9.66%/yr
(R2=0.950)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN
×
+557.40%
+15.03%/yr
+9.88%/yr
(R2=0.875)
Main Street Capital Corporation NYSE Common Stock
O
×
+149.00%
+7.02%/yr
+6.27%/yr
(R2=0.693)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Thu 2011-10-20? to Wed 2025-04-02 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$36,115.07
2025-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN
×
$10,000.00
2011-10-20
$65,740.11
2025-04-02
Main Street Capital Corporation NYSE Common Stock
O
×
$10,000.00
2011-10-20
$24,899.74
2025-04-02
Realty Income Corporation NYSE Common Stock

Annual Returns

Year SCHD MAIN O
2025 (YTD) +1.57% −1.46% +7.55%
2024 +8.50% +43.19% −4.84%
2023 +1.16% +24.06% −7.65%
2022 −9.12% −16.76% −13.00%
2021 +21.35% +38.58% +19.55%
2020 +13.46% −20.61% −12.66%
2019 +24.49% +33.82% +18.55%
2018 −7.33% −9.98% +13.79%
2017 +18.31% +13.63% +1.52%
2016 +14.11% +34.65% +13.45%
2015 −1.00% +7.76% +12.54%
2014 +10.86% −3.73% +33.33%
2013 +30.86% +15.10% −3.74%
2012 +9.50% +50.83% +18.28%
2011 +5.71% +24.15% +4.42%
2010 +22.40% +37.30%
2009 +79.92% +17.63%
2008 −20.84% −8.33%
2007 −5.10% −0.80%
2006 +32.74%
2005 −12.45%
2004 +29.70%
2003 +19.36%
2002 +24.51%
2001 +26.17%
2000 +28.38%
1999 −11.50%
1998 +3.92%
1997 +12.84%
1996 +11.03%
1995 +42.63%
1994 +9.86%

Drawdowns

Thu 2011-10-20? to Wed 2025-04-02 Current
Drawdown
Worst
Drawdown
SCHD
×
−5.20% −33.50%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN
×
−8.41% −64.52%
2020-03-23
Main Street Capital Corporation NYSE Common Stock
O
×
−23.09% −48.26%
2020-03-18
Realty Income Corporation NYSE Common Stock