All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Fri 2007-10-05? to Fri 2025-06-27 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
+3.45%
2025-06-27 |
11.17 TRR
2025-06-27 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| HTGC × |
−7.73%
2025-06-27 |
6.229 TRR
2025-06-27 |
||||
| Hercules Capital Inc NYSE Common Stock | ||||||
| MAIN × |
+2.38%
2025-06-27 |
11.36 TRR
2025-06-27 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| ARCC × |
+2.76%
2025-06-27 |
7.393 TRR
2025-06-27 |
||||
| Ares Capital Corporation NASDAQ Common Stock | ||||||
| Fri 2007-10-05? to Fri 2025-06-27 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+256.72%
+7.44%/yr |
+10.32%/yr
(R2=0.947) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| HTGC × |
+447.21%
+10.06%/yr |
+11.81%/yr
(R2=0.921) |
||||
| Hercules Capital Inc NYSE Common Stock | ||||||
| MAIN × |
+1,035.59%
+14.69%/yr |
+14.35%/yr
(R2=0.899) |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| ARCC × |
+444.80%
+10.03%/yr |
+11.84%/yr
(R2=0.861) |
||||
| Ares Capital Corporation NASDAQ Common Stock | ||||||
| Fri 2007-10-05? to Fri 2025-06-27 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2007-10-05 |
$35,671.77
2025-06-27 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| HTGC × |
$10,000.00
2007-10-05 |
$54,720.97
2025-06-27 |
||||
| Hercules Capital Inc NYSE Common Stock | ||||||
| MAIN × |
$10,000.00
2007-10-05 |
$113,559.32
2025-06-27 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| ARCC × |
$10,000.00
2007-10-05 |
$54,480.02
2025-06-27 |
||||
| Ares Capital Corporation NASDAQ Common Stock | ||||||
| Year | SPY | HTGC | MAIN | ARCC |
|---|---|---|---|---|
| 2025 (YTD) | +3.45% | −7.73% | +2.38% | +2.76% |
| 2024 | +21.39% | +27.41% | +43.19% | +16.40% |
| 2023 | +22.09% | +38.26% | +24.06% | +16.14% |
| 2022 | −23.15% | −15.00% | −16.74% | −9.66% |
| 2021 | +20.27% | +17.76% | +38.58% | +27.20% |
| 2020 | +16.74% | +13.54% | −20.62% | −0.51% |
| 2019 | +28.29% | +36.73% | +33.84% | +28.32% |
| 2018 | −6.35% | −8.59% | −10.00% | +6.85% |
| 2017 | +19.19% | −0.25% | +13.65% | +2.28% |
| 2016 | +9.73% | +25.23% | +34.69% | +25.45% |
| 2015 | +0.50% | −10.19% | +7.74% | +0.05% |
| 2014 | +12.61% | −2.32% | −3.73% | −4.33% |
| 2013 | +30.35% | +56.89% | +15.11% | +9.44% |
| 2012 | +14.01% | +26.63% | +50.84% | +22.59% |
| 2011 | −1.04% | −3.22% | +24.10% | −0.39% |
| 2010 | +13.36% | +6.51% | +22.40% | +43.28% |
| 2009 | +23.00% | +52.55% | +79.95% | +140.52% |
| 2008 | −36.85% | −26.79% | −20.84% | −48.60% |
| 2007 | +1.01% | −8.28% | −5.10% | −18.82% |
| 2006 | +13.00% | +28.16% | — | +27.15% |
| 2005 | +1.35% | −8.41% | — | −13.81% |
| 2004 | +7.21% | — | — | +31.26% |
| 2003 | +25.82% | — | — | — |
| 2002 | −23.40% | — | — | — |
| 2001 | −13.11% | — | — | — |
| 2000 | −12.70% | — | — | — |
| 1999 | +17.24% | — | — | — |
| 1998 | +26.66% | — | — | — |
| 1997 | +31.24% | — | — | — |
| 1996 | +18.56% | — | — | — |
| 1995 | +34.65% | — | — | — |
| 1994 | −2.22% | — | — | — |
| 1993 | +6.28% | — | — | — |
| Fri 2007-10-05? to Fri 2025-06-27 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | −0.14% |
−55.98%
2009-03-09 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| HTGC × | −14.96% |
−67.13%
2009-03-05 |
||||
| Hercules Capital Inc NYSE Common Stock | ||||||
| MAIN × | −4.84% |
−64.54%
2020-03-23 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| ARCC × | −4.85% |
−77.91%
2009-03-05 |
||||
| Ares Capital Corporation NASDAQ Common Stock | ||||||