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

Fri 1993-01-29💬 to Fri 2026-07-10	YTD Return	1 Year Return
SPY ×	+7.15% 2026-07-10	+16.94% 2026-07-10
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+12.16% 2026-07-10	+24.76% 2026-07-10
Adams Diversified Equity Closed Fund NYSE Mutual Fund

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Returns

Fri 1993-01-29💬 to Fri 2026-07-10	Overall Return	Exponential Trendline
SPY ×	+1,225.76% +8.03%/yr	+6.31%/yr (R2=0.849)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+792.91% +6.77%/yr	+5.36%/yr (R2=0.827)
Adams Diversified Equity Closed Fund NYSE Mutual Fund

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Growth of $10,000

Fri 1993-01-29💬 to Fri 2026-07-10	Start Value	End Value
SPY ×	$10,000.00 1993-01-29	$132,575.84 2026-07-10
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	$10,000.00 1993-01-29	$89,291.47 2026-07-10
Adams Diversified Equity Closed Fund NYSE Mutual Fund

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Annual Returns

Year	SPY	ADX
2026 (YTD)	+7.15%	+12.16%
2025	+14.65%	+22.74%
2024	+21.39%	+24.71%
2023	+22.09%	+27.23%
2022	−23.15%	−24.69%
2021	+20.27%	+6.04%
2020	+16.74%	+15.00%
2019	+28.29%	+33.70%
2018	−6.35%	−5.38%
2017	+19.19%	+26.93%
2016	+9.73%	−1.39%
2015	+0.50%	−5.89%
2014	+12.61%	+12.98%
2013	+30.35%	+29.98%
2012	+14.01%	+15.11%
2011	−1.04%	−7.04%
2010	+13.36%	+10.24%
2009	+23.01%	+28.39%
2008	−36.85%	−38.88%
2007	+1.01%	+5.28%
2006	+13.00%	+15.09%
2005	+1.35%	−1.16%
2004	+7.21%	+9.53%
2003	+25.82%	+22.93%
2002	−23.40%	−22.53%
2001	−13.10%	−25.92%
2000	−12.70%	−1.82%
1999	+17.24%	+32.80%
1998	+26.65%	+17.51%
1997	+31.24%	+30.79%
1996	+18.63%	+12.68%
1995	+34.61%	+26.38%
1994	−2.22%	−12.46%
1993	+6.22%	−5.39%
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%

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Drawdowns

Fri 1993-01-29💬 to Fri 2026-07-10	Current Drawdown	Worst Drawdown
SPY ×	−0.77% from 2026-06-02 peak	−58.56% 2009-03-09 from 2000-03-24 peak
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	—	−64.85% 2009-03-09 from 2000-09-05 peak
Adams Diversified Equity Closed Fund NYSE Mutual Fund

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Rolling Returns

Period ending Fri 2026-07-10	1 Year	2 Years	3 Years	5 Years	10 Years
SPY ×	+16.94%	+28.56% +13.38%/yr	+61.66% +17.36%/yr	+49.92% +8.44%/yr	+198.31% +11.55%/yr
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+24.76%	+39.04% +17.91%/yr	+93.43% +24.60%/yr	+56.84% +9.42%/yr	+220.13% +12.34%/yr
Adams Diversified Equity Closed Fund NYSE Mutual Fund