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