All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? 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 | ||||||
| VYM × |
+0.17%
2025-04-01 |
2.841 TRR
2025-04-01 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares 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 | ||||||
| Thu 2011-10-20? to Tue 2025-04-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+261.20%
+10.02%/yr |
+9.66%/yr
(R2=0.950) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+223.15%
+9.11%/yr |
+7.79%/yr
(R2=0.927) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| MAIN × |
+560.34%
+15.07%/yr |
+9.88%/yr
(R2=0.875) |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| O × |
+149.13%
+7.02%/yr |
+6.27%/yr
(R2=0.694) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| Thu 2011-10-20? to Tue 2025-04-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$36,119.75
2025-04-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
$10,000.00
2011-10-20 |
$32,315.42
2025-04-01 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| MAIN × |
$10,000.00
2011-10-20 |
$66,033.63
2025-04-01 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| O × |
$10,000.00
2011-10-20 |
$24,912.82
2025-04-01 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| Year | SCHD | VYM | MAIN | O |
|---|---|---|---|---|
| 2025 (YTD) | +1.57% | +0.17% | −1.01% | +7.63% |
| 2024 | +8.54% | +14.30% | +43.16% | −4.86% |
| 2023 | +1.16% | +3.14% | +24.06% | −7.65% |
| 2022 | −9.16% | −6.50% | −16.74% | −12.99% |
| 2021 | +21.35% | +17.91% | +38.55% | +19.54% |
| 2020 | +13.46% | −0.22% | −20.61% | −12.66% |
| 2019 | +24.49% | +21.29% | +33.82% | +18.57% |
| 2018 | −7.33% | −7.68% | −9.98% | +13.77% |
| 2017 | +18.31% | +14.01% | +13.63% | +1.54% |
| 2016 | +14.11% | +14.66% | +34.65% | +13.43% |
| 2015 | −1.00% | −0.46% | +7.76% | +12.54% |
| 2014 | +10.86% | +12.70% | −3.68% | +33.33% |
| 2013 | +30.88% | +28.15% | +15.04% | −3.71% |
| 2012 | +9.49% | +10.78% | +50.97% | +18.24% |
| 2011 | +5.73% | +7.35% | +24.05% | +4.42% |
| 2010 | — | +12.54% | +22.39% | +37.30% |
| 2009 | — | +14.08% | +79.97% | +17.63% |
| 2008 | — | −31.97% | −20.85% | −8.33% |
| 2007 | — | −2.62% | −5.10% | −0.80% |
| 2006 | — | +2.76% | — | +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% |
| Thu 2011-10-20? 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 | ||||||
| VYM × | −4.47% |
−35.39%
2020-03-23 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares 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 | ||||||