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

Total Real Returns

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

Thu 2013-12-12? to Tue 2025-04-01 YTD
Return
TRR
Price
SCHD
×
+1.57%
2025-04-01
3.612 TRR
2025-04-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN
×
−1.01%
2025-04-01
10.98 TRR
2025-04-01
Main Street Capital Corporation NYSE Common Stock
O
×
+7.63%
2025-04-01
22.91 TRR
2025-04-01
Realty Income Corporation NYSE Common Stock
QYLD
×
−6.75%
2025-04-01
1.654 TRR
2025-04-01
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2013-12-12? to Tue 2025-04-01 Overall
Return
Exponential
Trendline
SCHD
×
+147.51%
+8.35%/yr
+8.88%/yr
(R2=0.926)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN
×
+221.20%
+10.88%/yr
+8.77%/yr
(R2=0.818)
Main Street Capital Corporation NYSE Common Stock
O
×
+102.16%
+6.43%/yr
+4.64%/yr
(R2=0.500)
Realty Income Corporation NYSE Common Stock
QYLD
×
+65.38%
+4.55%/yr
+4.57%/yr
(R2=0.760)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2013-12-12? to Tue 2025-04-01 Start
Value
End
Value
SCHD
×
$10,000.00
2013-12-12
$24,751.33
2025-04-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN
×
$10,000.00
2013-12-12
$32,120.20
2025-04-01
Main Street Capital Corporation NYSE Common Stock
O
×
$10,000.00
2013-12-12
$20,215.78
2025-04-01
Realty Income Corporation NYSE Common Stock
QYLD
×
$10,000.00
2013-12-12
$16,538.08
2025-04-01
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHD MAIN O QYLD
2025 (YTD) +1.57% −1.01% +7.63% −6.75%
2024 +8.54% +43.16% −4.86% +15.98%
2023 +1.16% +24.06% −7.65% +18.83%
2022 −9.16% −16.74% −12.99% −24.01%
2021 +21.35% +38.55% +19.54% +3.19%
2020 +13.46% −20.61% −12.66% +7.24%
2019 +24.49% +33.82% +18.57% +19.92%
2018 −7.33% −9.98% +13.77% −4.87%
2017 +18.31% +13.63% +1.54% +16.30%
2016 +14.11% +34.65% +13.43% +2.64%
2015 −1.00% +7.76% +12.54% +6.47%
2014 +10.86% −3.68% +33.33% +3.39%
2013 +30.88% +15.04% −3.71% +2.08%
2012 +9.49% +50.97% +18.24%
2011 +5.73% +24.05% +4.42%
2010 +22.39% +37.30%
2009 +79.97% +17.63%
2008 −20.85% −8.33%
2007 −5.10% −0.80%
2006 +32.74%
2005 −12.38%
2004 +29.61%
2003 +19.37%
2002 +24.52%
2001 +26.18%
2000 +28.39%
1999 −11.50%
1998 +3.92%
1997 +12.84%
1996 +11.00%
1995 +42.63%
1994 +9.86%

Drawdowns

Thu 2013-12-12? to Tue 2025-04-01 Current
Drawdown
Worst
Drawdown
SCHD
×
−5.20% −33.50%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN
×
−8.00% −64.52%
2020-03-23
Main Street Capital Corporation NYSE Common Stock
O
×
−23.05% −48.26%
2020-03-18
Realty Income Corporation NYSE Common Stock
QYLD
×
−9.91% −29.54%
2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund