ADX,SPY,PTY Stock Chart (Dividends Reinvested, Inflation Adjusted) | Total Real Returns

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

Total Real Returns

ADX,SPY,PTY: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Dividends Reinvested:

Tue 2002-12-24^💬 to Mon 2026-06-22	YTD Return	1 Year Return
ADX ^×	+7.60% 2026-06-22	+25.50% 2026-06-22
Adams Diversified Equity Closed Fund NYSE Mutual Fund
SPY ^×	+5.86% 2026-06-22	+21.47% 2026-06-22
SPDR S&P 500 ETF Trust Exchange-Traded Fund
PTY ^×	−7.41% 2026-06-22	−8.32% 2026-06-22
PIMCO Corporate & Income Opportunity NYSE Mutual Fund

Returns

Tue 2002-12-24^💬 to Mon 2026-06-22	Overall Return	Exponential Trendline
ADX ^×	+526.04% +8.12%/yr	+7.06%/yr (R²=0.882)
Adams Diversified Equity Closed Fund NYSE Mutual Fund
SPY ^×	+589.02% +8.56%/yr	+8.18%/yr (R²=0.900)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
PTY ^×	+394.21% +7.04%/yr	+8.22%/yr (R²=0.886)
PIMCO Corporate & Income Opportunity NYSE Mutual Fund

Growth of $10,000

Tue 2002-12-24^💬 to Mon 2026-06-22	Start Value	End Value
ADX ^×	$10,000.00 2002-12-24	$62,603.56 2026-06-22
Adams Diversified Equity Closed Fund NYSE Mutual Fund
SPY ^×	$10,000.00 2002-12-24	$68,901.97 2026-06-22
SPDR S&P 500 ETF Trust Exchange-Traded Fund
PTY ^×	$10,000.00 2002-12-24	$49,420.72 2026-06-22
PIMCO Corporate & Income Opportunity NYSE Mutual Fund

Annual Returns

Year	ADX	SPY	PTY
2026 (YTD)	+7.60%	+5.86%	−7.41%
2025	+22.74%	+14.65%	−3.09%
2024	+24.71%	+21.39%	+16.52%
2023	+27.23%	+22.09%	+18.59%
2022	−24.69%	−23.15%	−23.64%
2021	+6.04%	+20.27%	−6.20%
2020	+15.00%	+16.74%	+1.85%
2019	+33.70%	+28.29%	+33.06%
2018	−5.38%	−6.35%	+0.58%
2017	+26.93%	+19.19%	+24.01%
2016	−1.39%	+9.73%	+18.50%
2015	−5.89%	+0.50%	−6.60%
2014	+12.98%	+12.61%	+3.26%
2013	+29.98%	+30.35%	−4.30%
2012	+15.11%	+14.01%	+19.53%
2011	−7.04%	−1.04%	+11.16%
2010	+10.24%	+13.36%	+31.42%
2009	+28.39%	+23.01%	+57.50%
2008	−38.88%	−36.85%	−13.20%
2007	+5.28%	+1.01%	−17.20%
2006	+15.09%	+13.00%	+8.67%
2005	−1.16%	+1.35%	+1.77%
2004	+9.53%	+7.21%	+10.77%
2003	+22.93%	+25.82%	+24.15%
2002	−22.53%	−23.40%	+0.12%
2001	−25.92%	−13.10%	—
2000	−1.82%	−12.70%	—
1999	+32.80%	+17.24%	—
1998	+17.51%	+26.65%	—
1997	+30.79%	+31.24%	—
1996	+12.68%	+18.63%	—
1995	+26.38%	+34.61%	—
1994	−12.46%	−2.22%	—
1993	−5.39%	+6.22%	—
1992	+11.05%	—	—
1991	+36.17%	—	—
1990	−8.29%	—	—
1989	+4.38%	—	—
1988	−2.13%	—	—
1987	−10.78%	—	—
1986	+21.14%	—	—
1985	+26.25%	—	—
1984	−9.87%	—	—
1983	−0.88%	—	—
1982	+10.65%	—	—
1981	−14.56%	—	—
1980	+33.18%	—	—

Drawdowns

Tue 2002-12-24^💬 to Mon 2026-06-22	Current Drawdown	Worst Drawdown
ADX ^×	−2.64% from 2026-06-02 peak	−55.35% 2009-03-09 from 2007-10-09 peak
Adams Diversified Equity Closed Fund NYSE Mutual Fund
SPY ^×	−1.96% from 2026-06-02 peak	−55.97% 2009-03-09 from 2007-10-09 peak
SPDR S&P 500 ETF Trust Exchange-Traded Fund
PTY ^×	−27.29% from 2021-08-11 peak	−62.85% 2009-03-09 from 2006-09-19 peak
PIMCO Corporate & Income Opportunity NYSE Mutual Fund

Rolling Returns

Period ending Mon 2026-06-22	1 Year	2 Years	3 Years	5 Years	10 Years
ADX ^×	+25.50%	+37.97% +17.46%/yr	+87.65% +23.34%/yr	+53.27% +8.92%/yr	+213.32% +12.10%/yr
Adams Diversified Equity Closed Fund NYSE Mutual Fund
SPY ^×	+21.47%	+30.87% +14.40%/yr	+60.63% +17.11%/yr	+51.87% +8.72%/yr	+201.03% +11.65%/yr
SPDR S&P 500 ETF Trust Exchange-Traded Fund
PTY ^×	−8.32%	−5.24% −2.66%/yr	+7.97% +2.59%/yr	−20.06% −4.38%/yr	+62.65% +4.98%/yr
PIMCO Corporate & Income Opportunity NYSE Mutual Fund