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

Total Real Returns

SCHD,VYM,MAIN: 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
VYM
×
+0.75%
2025-04-02
2.857 TRR
2025-04-02
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN
×
−1.46%
2025-04-02
10.93 TRR
2025-04-02
Main Street Capital 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
VYM
×
+225.04%
+9.16%/yr
+7.79%/yr
(R2=0.927)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN
×
+557.40%
+15.03%/yr
+9.88%/yr
(R2=0.875)
Main Street Capital 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
VYM
×
$10,000.00
2011-10-20
$32,503.77
2025-04-02
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN
×
$10,000.00
2011-10-20
$65,740.11
2025-04-02
Main Street Capital Corporation NYSE Common Stock

Annual Returns

Year SCHD VYM MAIN
2025 (YTD) +1.57% +0.75% −1.46%
2024 +8.50% +14.30% +43.19%
2023 +1.16% +3.14% +24.06%
2022 −9.12% −6.50% −16.76%
2021 +21.35% +17.91% +38.58%
2020 +13.46% −0.21% −20.61%
2019 +24.49% +21.29% +33.82%
2018 −7.33% −7.69% −9.98%
2017 +18.31% +14.01% +13.63%
2016 +14.11% +14.66% +34.65%
2015 −1.00% −0.44% +7.76%
2014 +10.86% +12.68% −3.73%
2013 +30.86% +28.17% +15.10%
2012 +9.50% +10.75% +50.83%
2011 +5.71% +7.38% +24.15%
2010 +12.54% +22.40%
2009 +14.08% +79.92%
2008 −31.99% −20.84%
2007 −2.60% −5.10%
2006 +2.74%

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
VYM
×
−3.92% −35.39%
2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN
×
−8.41% −64.52%
2020-03-23
Main Street Capital Corporation NYSE Common Stock