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

Fri 2004-03-26? to Mon 2026-02-02	YTD Return	TRR Price
SPY ×	+1.75% 2026-02-02	12.59 TRR 2026-02-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+2.23% 2026-02-02	17.61 TRR 2026-02-02
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	+0.62% 2026-02-02	4.618 TRR 2026-02-02
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Returns

Fri 2004-03-26? to Mon 2026-02-02	Overall Return	Exponential Trendline
SPY ×	+440.50% +8.03%/yr	+8.40%/yr (R2=0.894)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+385.79% +7.50%/yr	+7.16%/yr (R2=0.873)
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	+361.83% +7.25%/yr	+8.45%/yr (R2=0.851)
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Growth of $10,000

Fri 2004-03-26? to Mon 2026-02-02	Start Value	End Value
SPY ×	$10,000.00 2004-03-26	$54,050.21 2026-02-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	$10,000.00 2004-03-26	$48,579.13 2026-02-02
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	$10,000.00 2004-03-26	$46,183.21 2026-02-02
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Annual Returns

Year	SPY	ADX	CSQ
2026 (YTD)	+1.75%	+2.23%	+0.62%
2025	+14.65%	+22.78%	+13.24%
2024	+21.39%	+24.65%	+24.56%
2023	+22.09%	+27.30%	+16.98%
2022	−23.15%	−24.71%	−28.86%
2021	+20.27%	+6.04%	+22.22%
2020	+16.74%	+14.99%	+24.63%
2019	+28.29%	+33.73%	+35.81%
2018	−6.36%	−5.35%	−6.62%
2017	+19.19%	+26.88%	+25.39%
2016	+9.72%	−1.38%	+12.48%
2015	+0.50%	−5.89%	−5.62%
2014	+12.61%	+12.97%	+13.40%
2013	+30.35%	+29.99%	+18.56%
2012	+14.02%	+15.11%	+25.86%
2011	−1.05%	−7.04%	−6.01%
2010	+13.36%	+10.24%	+12.11%
2009	+23.01%	+28.39%	+52.65%
2008	−36.85%	−38.89%	−49.48%
2007	+1.01%	+5.28%	−6.57%
2006	+13.00%	+15.10%	+22.52%
2005	+1.35%	−1.16%	+0.60%
2004	+7.21%	+9.52%	−3.96%
2003	+25.81%	+22.93%	—
2002	−23.41%	−22.53%	—
2001	−13.10%	−25.92%	—
2000	−12.70%	−1.81%	—
1999	+17.24%	+32.79%	—
1998	+26.65%	+17.52%	—
1997	+31.24%	+30.80%	—
1996	+18.57%	+12.69%	—
1995	+34.64%	+26.36%	—
1994	−2.23%	−12.47%	—
1993	+6.30%	−5.40%	—
1992	—	+11.06%	—
1991	—	+36.14%	—
1990	—	−8.25%	—
1989	—	+4.36%	—
1988	—	−2.11%	—
1987	—	−10.80%	—
1986	—	+21.13%	—
1985	—	+26.29%	—
1984	—	−9.89%	—
1983	—	−0.90%	—
1982	—	+10.64%	—
1981	—	−14.52%	—
1980	—	+33.08%	—

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Drawdowns

Fri 2004-03-26? to Mon 2026-02-02	Current Drawdown	Worst Drawdown
SPY ×	−0.11%	−55.97% 2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	0.00%	−55.35% 2009-03-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	−2.02%	−68.09% 2008-11-20
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund