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

Fri 2004-03-26? to Fri 2025-11-21	YTD Return	TRR Price
SPY ×	+9.76% 2025-11-21	11.85 TRR 2025-11-21
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+19.19% 2025-11-21	16.73 TRR 2025-11-21
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	+4.58% 2025-11-21	4.237 TRR 2025-11-21
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Returns

Fri 2004-03-26? to Fri 2025-11-21	Overall Return	Exponential Trendline
SPY ×	+408.51% +7.80%/yr	+8.35%/yr (R2=0.891)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+361.34% +7.32%/yr	+7.09%/yr (R2=0.870)
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	+323.71% +6.89%/yr	+8.40%/yr (R2=0.847)
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Growth of $10,000

Fri 2004-03-26? to Fri 2025-11-21	Start Value	End Value
SPY ×	$10,000.00 2004-03-26	$50,851.08 2025-11-21
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	$10,000.00 2004-03-26	$46,133.60 2025-11-21
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	$10,000.00 2004-03-26	$42,370.89 2025-11-21
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Annual Returns

Year	SPY	ADX	CSQ
2025 (YTD)	+9.76%	+19.19%	+4.58%
2024	+21.39%	+24.72%	+24.53%
2023	+22.09%	+27.22%	+16.96%
2022	−23.15%	−24.69%	−28.83%
2021	+20.27%	+6.03%	+22.16%
2020	+16.74%	+15.02%	+24.70%
2019	+28.29%	+33.67%	+35.76%
2018	−6.35%	−5.35%	−6.62%
2017	+19.19%	+26.90%	+25.39%
2016	+9.72%	−1.39%	+12.48%
2015	+0.50%	−5.89%	−5.62%
2014	+12.61%	+12.98%	+13.39%
2013	+30.35%	+29.99%	+18.58%
2012	+14.02%	+15.11%	+25.84%
2011	−1.04%	−7.05%	−6.02%
2010	+13.36%	+10.23%	+12.14%
2009	+23.01%	+28.38%	+52.61%
2008	−36.85%	−38.88%	−49.47%
2007	+1.01%	+5.28%	−6.58%
2006	+13.00%	+15.09%	+22.53%
2005	+1.36%	−1.15%	+0.59%
2004	+7.21%	+9.52%	−3.97%
2003	+25.81%	+22.95%	—
2002	−23.40%	−22.54%	—
2001	−13.10%	−25.91%	—
2000	−12.70%	−1.82%	—
1999	+17.24%	+32.80%	—
1998	+26.65%	+17.51%	—
1997	+31.24%	+30.80%	—
1996	+18.55%	+12.68%	—
1995	+34.65%	+26.38%	—
1994	−2.22%	−12.46%	—
1993	+6.27%	−5.40%	—
1992	—	+11.06%	—
1991	—	+36.14%	—
1990	—	−8.29%	—
1989	—	+4.35%	—
1988	—	−2.10%	—
1987	—	−10.76%	—
1986	—	+21.15%	—
1985	—	+26.24%	—
1984	—	−9.88%	—
1983	—	−0.87%	—
1982	—	+10.65%	—
1981	—	−14.55%	—
1980	—	+33.19%	—

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Drawdowns

Fri 2004-03-26? to Fri 2025-11-21	Current Drawdown	Worst Drawdown
SPY ×	−4.31%	−55.97% 2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	−1.94%	−55.35% 2009-03-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	−7.15%	−68.11% 2008-11-20
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund