All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Fri 2014-03-21? to Mon 2025-06-30 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VOO × |
+3.66%
2025-06-30 |
5 TRR
2025-06-30 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| ARCC × |
+2.76%
2025-06-30 |
7.396 TRR
2025-06-30 |
||||
| Ares Capital Corporation NASDAQ Common Stock | ||||||
| TSLX × |
+14.80%
2025-06-30 |
3.605 TRR
2025-06-30 |
||||
| Sixth Street Specialty Lending Inc NYSE Common Stock | ||||||
| EOI × |
−1.32%
2025-06-30 |
3.572 TRR
2025-06-30 |
||||
| Eaton Vance Enhanced Equity Income Closed Fund NYSE Mutual Fund | ||||||
| SCHD × |
−3.14%
2025-06-30 |
3.444 TRR
2025-06-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Fri 2014-03-21? to Mon 2025-06-30 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VOO × |
+196.65%
+10.12%/yr |
+9.71%/yr
(R2=0.932) |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| ARCC × |
+169.28%
+9.18%/yr |
+9.85%/yr
(R2=0.922) |
||||
| Ares Capital Corporation NASDAQ Common Stock | ||||||
| TSLX × |
+260.48%
+12.04%/yr |
+9.92%/yr
(R2=0.909) |
||||
| Sixth Street Specialty Lending Inc NYSE Common Stock | ||||||
| EOI × |
+16.94%
+1.40%/yr |
+0.65%/yr
(R2=0.053) |
||||
| Eaton Vance Enhanced Equity Income Closed Fund NYSE Mutual Fund | ||||||
| SCHD × |
+130.84%
+7.70%/yr |
+8.69%/yr
(R2=0.918) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Fri 2014-03-21? to Mon 2025-06-30 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VOO × |
$10,000.00
2014-03-21 |
$29,665.24
2025-06-30 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| ARCC × |
$10,000.00
2014-03-21 |
$26,928.26
2025-06-30 |
||||
| Ares Capital Corporation NASDAQ Common Stock | ||||||
| TSLX × |
$10,000.00
2014-03-21 |
$36,048.45
2025-06-30 |
||||
| Sixth Street Specialty Lending Inc NYSE Common Stock | ||||||
| EOI × |
$10,000.00
2014-03-21 |
$11,693.68
2025-06-30 |
||||
| Eaton Vance Enhanced Equity Income Closed Fund NYSE Mutual Fund | ||||||
| SCHD × |
$10,000.00
2014-03-21 |
$23,083.62
2025-06-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | VOO | ARCC | TSLX | EOI | SCHD |
|---|---|---|---|---|---|
| 2025 (YTD) | +3.66% | +2.76% | +14.80% | −1.32% | −3.14% |
| 2024 | +21.48% | +16.46% | +8.08% | +21.77% | +8.53% |
| 2023 | +22.23% | +16.14% | +30.90% | +7.47% | +1.16% |
| 2022 | −23.14% | −9.71% | −21.44% | −30.44% | −9.15% |
| 2021 | +20.33% | +27.18% | +23.58% | +16.51% | +21.32% |
| 2020 | +16.74% | −0.43% | +8.32% | +0.30% | +13.50% |
| 2019 | +28.43% | +28.32% | +26.73% | +20.06% | +24.42% |
| 2018 | −6.28% | +6.74% | −1.52% | −12.45% | −7.30% |
| 2017 | +19.25% | +2.36% | +13.10% | +14.63% | +18.37% |
| 2016 | +9.89% | +25.44% | +23.54% | −9.47% | +14.07% |
| 2015 | +0.59% | +0.06% | +4.77% | −3.44% | −1.01% |
| 2014 | +12.71% | −4.33% | +15.52% | +5.29% | +10.81% |
| 2013 | +30.43% | +9.43% | — | +20.20% | +30.91% |
| 2012 | +14.02% | +22.61% | — | +2.89% | +9.50% |
| 2011 | −1.04% | −0.39% | — | −21.76% | +5.72% |
| 2010 | +14.35% | +43.27% | — | −12.24% | — |
| 2009 | — | +140.44% | — | +15.13% | — |
| 2008 | — | −48.57% | — | −34.03% | — |
| 2007 | — | −18.84% | — | −16.76% | — |
| 2006 | — | +27.18% | — | +10.68% | — |
| 2005 | — | −13.83% | — | −10.74% | — |
| 2004 | — | +31.29% | — | +478.55% | — |
| Fri 2014-03-21? to Mon 2025-06-30 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VOO × | 0.00% |
−33.95%
2020-03-23 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| ARCC × | −4.85% |
−56.79%
2020-03-23 |
||||
| Ares Capital Corporation NASDAQ Common Stock | ||||||
| TSLX × | 0.00% |
−50.25%
2020-03-23 |
||||
| Sixth Street Specialty Lending Inc NYSE Common Stock | ||||||
| EOI × | −10.98% |
−41.80%
2020-03-23 |
||||
| Eaton Vance Enhanced Equity Income Closed Fund NYSE Mutual Fund | ||||||
| SCHD × | −9.59% |
−33.50%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||