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

Total Real Returns

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

Thu 2013-12-12? 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
QYLD
×
−6.41%
2025-04-02
1.661 TRR
2025-04-02
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2013-12-12? to Wed 2025-04-02 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
×
+219.81%
+10.83%/yr
+8.78%/yr
(R2=0.819)
Main Street Capital Corporation NYSE Common Stock
QYLD
×
+66.07%
+4.59%/yr
+4.57%/yr
(R2=0.761)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2013-12-12? to Wed 2025-04-02 Start
Value
End
Value
SCHD
×
$10,000.00
2013-12-12
$24,751.33
2025-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MAIN
×
$10,000.00
2013-12-12
$31,981.08
2025-04-02
Main Street Capital Corporation NYSE Common Stock
QYLD
×
$10,000.00
2013-12-12
$16,607.32
2025-04-02
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHD MAIN QYLD
2025 (YTD) +1.57% −1.46% −6.41%
2024 +8.50% +43.19% +16.04%
2023 +1.16% +24.06% +18.83%
2022 −9.12% −16.76% −24.01%
2021 +21.35% +38.58% +3.13%
2020 +13.46% −20.61% +7.30%
2019 +24.49% +33.82% +19.92%
2018 −7.33% −9.98% −4.87%
2017 +18.31% +13.63% +16.30%
2016 +14.11% +34.65% +2.64%
2015 −1.00% +7.76% +6.47%
2014 +10.86% −3.73% +3.39%
2013 +30.86% +15.10% +2.08%
2012 +9.50% +50.83%
2011 +5.71% +24.15%
2010 +22.40%
2009 +79.92%
2008 −20.84%
2007 −5.10%

Drawdowns

Thu 2013-12-12? 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
QYLD
×
−9.59% −29.58%
2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund