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

Total Real Returns

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

Fri 2004-03-26? to Wed 2025-07-23 YTD
Return
TRR
Price
SPY
×
+6.34%
2025-07-23
11.48 TRR
2025-07-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX
×
+11.66%
2025-07-23
15.67 TRR
2025-07-23
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ
×
+5.26%
2025-07-23
4.266 TRR
2025-07-23
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Returns

Fri 2004-03-26? to Wed 2025-07-23 Overall
Return
Exponential
Trendline
SPY
×
+392.67%
+7.76%/yr
+8.27%/yr
(R2=0.886)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX
×
+332.22%
+7.11%/yr
+6.98%/yr
(R2=0.865)
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ
×
+326.62%
+7.04%/yr
+8.32%/yr
(R2=0.839)
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Growth of $10,000

Fri 2004-03-26? to Wed 2025-07-23 Start
Value
End
Value
SPY
×
$10,000.00
2004-03-26
$49,266.68
2025-07-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX
×
$10,000.00
2004-03-26
$43,221.50
2025-07-23
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ
×
$10,000.00
2004-03-26
$42,661.72
2025-07-23
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

Annual Returns

Year SPY ADX CSQ
2025 (YTD) +6.34% +11.66% +5.26%
2024 +21.39% +24.72% +24.59%
2023 +22.09% +27.17% +16.92%
2022 −23.14% −24.65% −28.83%
2021 +20.26% +6.04% +22.26%
2020 +16.74% +14.99% +24.57%
2019 +28.29% +33.66% +35.81%
2018 −6.36% −5.33% −6.63%
2017 +19.19% +26.88% +25.40%
2016 +9.72% −1.39% +12.49%
2015 +0.50% −5.89% −5.63%
2014 +12.62% +12.98% +13.40%
2013 +30.35% +29.98% +18.58%
2012 +14.02% +15.10% +25.83%
2011 −1.04% −7.04% −5.99%
2010 +13.36% +10.24% +12.10%
2009 +23.01% +28.39% +52.68%
2008 −36.85% −38.89% −49.49%
2007 +1.01% +5.29% −6.58%
2006 +13.00% +15.08% +22.54%
2005 +1.35% −1.15% +0.58%
2004 +7.21% +9.54% −3.96%
2003 +25.81% +22.91%
2002 −23.40% −22.53%
2001 −13.11% −25.91%
2000 −12.70% −1.82%
1999 +17.24% +32.82%
1998 +26.66% +17.50%
1997 +31.23% +30.79%
1996 +18.57% +12.69%
1995 +34.62% +26.39%
1994 −2.21% −12.45%
1993 +6.30% −5.43%
1992 +11.08%
1991 +36.17%
1990 −8.30%
1989 +4.36%
1988 −2.13%
1987 −10.75%
1986 +21.14%
1985 +26.25%
1984 −9.86%
1983 −0.90%
1982 +10.62%
1981 −14.53%
1980 +33.14%

Drawdowns

Fri 2004-03-26? to Wed 2025-07-23 Current
Drawdown
Worst
Drawdown
SPY
×
0.00% −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
×
0.00% −68.11%
2008-11-20
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund