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

Fri 2004-03-26? to Thu 2025-09-04	YTD Return	TRR Price
SPY ×	+8.58% 2025-09-04	11.72 TRR 2025-09-04
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+12.29% 2025-09-04	20.25 TRR 2025-09-04
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	+7.40% 2025-09-04	4.323 TRR 2025-09-04
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Returns

Fri 2004-03-26? to Thu 2025-09-04	Overall Return	Exponential Trendline
SPY ×	+403.04% +7.83%/yr	+8.29%/yr (R2=0.888)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+431.01% +8.10%/yr	+8.07%/yr (R2=0.878)
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	+332.33% +7.07%/yr	+8.31%/yr (R2=0.841)
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Growth of $10,000

Fri 2004-03-26? to Thu 2025-09-04	Start Value	End Value
SPY ×	$10,000.00 2004-03-26	$50,303.78 2025-09-04
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	$10,000.00 2004-03-26	$53,100.59 2025-09-04
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	$10,000.00 2004-03-26	$43,233.26 2025-09-04
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Annual Returns

Year	SPY	ADX	CSQ
2025 (YTD)	+8.58%	+12.29%	+7.40%
2024	+21.39%	+24.73%	+24.50%
2023	+22.09%	+27.19%	+16.96%
2022	−23.15%	−24.68%	−28.88%
2021	+20.27%	+21.15%	+22.13%
2020	+16.74%	+15.54%	+24.59%
2019	+28.29%	+33.66%	+35.94%
2018	−6.35%	−5.38%	−6.67%
2017	+19.18%	+26.93%	+25.33%
2016	+9.72%	+4.85%	+12.41%
2015	+0.50%	−0.20%	−5.69%
2014	+12.61%	+6.67%	+13.36%
2013	+30.35%	+29.99%	+18.56%
2012	+14.02%	+15.09%	+25.86%
2011	−1.04%	−7.04%	−6.08%
2010	+13.36%	+10.25%	+12.05%
2009	+23.00%	+28.39%	+52.59%
2008	−36.85%	−38.89%	−49.51%
2007	+1.01%	+5.27%	−6.62%
2006	+13.00%	+15.11%	+22.48%
2005	+1.35%	−1.16%	+0.55%
2004	+7.20%	+9.52%	−3.95%
2003	+25.81%	+22.94%	—
2002	−23.40%	−22.53%	—
2001	−13.10%	−32.21%	—
2000	−12.70%	−1.81%	—
1999	+17.25%	+32.46%	—
1998	+26.65%	+17.52%	—
1997	+31.23%	+29.85%	—
1996	+18.57%	+12.57%	—
1995	+34.64%	+26.29%	—
1994	−2.23%	−6.33%	—
1993	+6.28%	−5.36%	—
1992	—	+10.94%	—
1991	—	+36.15%	—
1990	—	−0.24%	—
1989	—	+4.34%	—
1988	—	−2.12%	—
1987	—	−10.77%	—
1986	—	+21.11%	—
1985	—	+26.24%	—
1984	—	−9.85%	—
1983	—	−0.89%	—
1982	—	+10.64%	—
1981	—	−14.55%	—
1980	—	+33.15%	—

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Drawdowns

Fri 2004-03-26? to Thu 2025-09-04	Current Drawdown	Worst Drawdown
SPY ×	−0.02%	−55.98% 2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	−1.49%	−55.35% 2009-03-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	0.00%	−68.11% 2008-11-20
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund