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

Fri 2004-03-26? to Tue 2025-08-12	YTD Return	TRR Price
SPY ×	+8.04% 2025-08-12	11.62 TRR 2025-08-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+13.75% 2025-08-12	20.52 TRR 2025-08-12
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	+6.23% 2025-08-12	4.253 TRR 2025-08-12
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

---

Returns

Fri 2004-03-26? to Tue 2025-08-12	Overall Return	Exponential Trendline
SPY ×	+398.91% +7.81%/yr	+8.28%/yr (R2=0.887)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+438.03% +8.19%/yr	+8.05%/yr (R2=0.877)
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	+325.25% +7.00%/yr	+8.30%/yr (R2=0.839)
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

---

Growth of $10,000

Fri 2004-03-26? to Tue 2025-08-12	Start Value	End Value
SPY ×	$10,000.00 2004-03-26	$49,890.55 2025-08-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	$10,000.00 2004-03-26	$53,802.89 2025-08-12
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	$10,000.00 2004-03-26	$42,525.30 2025-08-12
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

---

Annual Returns

Year	SPY	ADX	CSQ
2025 (YTD)	+8.04%	+13.75%	+6.23%
2024	+21.39%	+24.69%	+24.56%
2023	+22.09%	+27.24%	+16.89%
2022	−23.14%	−24.66%	−28.88%
2021	+20.26%	+21.11%	+22.20%
2020	+16.74%	+15.57%	+24.59%
2019	+28.29%	+33.64%	+35.90%
2018	−6.36%	−5.38%	−6.67%
2017	+19.19%	+26.94%	+25.33%
2016	+9.72%	+4.86%	+12.43%
2015	+0.50%	−0.22%	−5.69%
2014	+12.61%	+6.68%	+13.36%
2013	+30.35%	+29.98%	+18.57%
2012	+14.02%	+15.12%	+25.83%
2011	−1.04%	−7.05%	−6.06%
2010	+13.36%	+10.24%	+12.03%
2009	+23.01%	+28.37%	+52.58%
2008	−36.85%	−38.88%	−49.50%
2007	+1.01%	+5.28%	−6.61%
2006	+13.01%	+15.09%	+22.49%
2005	+1.35%	−1.16%	+0.55%
2004	+7.21%	+9.54%	−3.98%
2003	+25.82%	+22.91%	—
2002	−23.40%	−22.53%	—
2001	−13.10%	−32.20%	—
2000	−12.70%	−1.81%	—
1999	+17.24%	+32.48%	—
1998	+26.65%	+17.50%	—
1997	+31.24%	+29.83%	—
1996	+18.56%	+12.60%	—
1995	+34.64%	+26.29%	—
1994	−2.23%	−6.34%	—
1993	+6.29%	−5.37%	—
1992	—	+10.91%	—
1991	—	+36.22%	—
1990	—	−0.24%	—
1989	—	+4.35%	—
1988	—	−2.13%	—
1987	—	−10.79%	—
1986	—	+21.16%	—
1985	—	+26.20%	—
1984	—	−9.87%	—
1983	—	−0.82%	—
1982	—	+10.57%	—
1981	—	−14.51%	—
1980	—	+33.12%	—

---

Drawdowns

Fri 2004-03-26? to Tue 2025-08-12	Current Drawdown	Worst Drawdown
SPY ×	0.00%	−55.97% 2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	0.00%	−55.34% 2009-03-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	−0.43%	−68.12% 2008-11-20
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund