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

Fri 2004-03-26? to Fri 2026-03-06	YTD Return	TRR Price
SPY ×	−2.02% 2026-03-06	12.13 TRR 2026-03-06
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	−0.87% 2026-03-06	17.08 TRR 2026-03-06
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	−4.48% 2026-03-06	4.385 TRR 2026-03-06
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Returns

Fri 2004-03-26? to Fri 2026-03-06	Overall Return	Exponential Trendline
SPY ×	+420.50% +7.81%/yr	+8.43%/yr (R2=0.895)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+371.07% +7.32%/yr	+7.19%/yr (R2=0.874)
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	+338.55% +6.97%/yr	+8.47%/yr (R2=0.853)
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Growth of $10,000

Fri 2004-03-26? to Fri 2026-03-06	Start Value	End Value
SPY ×	$10,000.00 2004-03-26	$52,049.85 2026-03-06
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	$10,000.00 2004-03-26	$47,107.44 2026-03-06
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	$10,000.00 2004-03-26	$43,854.62 2026-03-06
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Annual Returns

Year	SPY	ADX	CSQ
2026 (YTD)	−2.02%	−0.87%	−4.48%
2025	+14.65%	+22.73%	+13.27%
2024	+21.39%	+24.68%	+24.54%
2023	+22.09%	+27.27%	+17.02%
2022	−23.15%	−24.68%	−28.87%
2021	+20.27%	+6.02%	+22.20%
2020	+16.74%	+15.01%	+24.70%
2019	+28.29%	+33.71%	+35.75%
2018	−6.36%	−5.33%	−6.63%
2017	+19.19%	+26.87%	+25.41%
2016	+9.73%	−1.39%	+12.48%
2015	+0.50%	−5.89%	−5.63%
2014	+12.61%	+12.97%	+13.39%
2013	+30.35%	+29.99%	+18.59%
2012	+14.01%	+15.10%	+25.84%
2011	−1.04%	−7.03%	−6.00%
2010	+13.36%	+10.24%	+12.11%
2009	+23.00%	+28.38%	+52.65%
2008	−36.85%	−38.88%	−49.48%
2007	+1.01%	+5.27%	−6.59%
2006	+13.00%	+15.10%	+22.52%
2005	+1.35%	−1.17%	+0.60%
2004	+7.21%	+9.55%	−3.97%
2003	+25.82%	+22.91%	—
2002	−23.41%	−22.53%	—
2001	−13.11%	−25.92%	—
2000	−12.70%	−1.82%	—
1999	+17.24%	+32.81%	—
1998	+26.65%	+17.51%	—
1997	+31.24%	+30.79%	—
1996	+18.56%	+12.67%	—
1995	+34.63%	+26.37%	—
1994	−2.21%	−12.45%	—
1993	+6.28%	−5.38%	—
1992	—	+11.06%	—
1991	—	+36.09%	—
1990	—	−8.27%	—
1989	—	+4.39%	—
1988	—	−2.15%	—
1987	—	−10.80%	—
1986	—	+21.15%	—
1985	—	+26.32%	—
1984	—	−9.90%	—
1983	—	−0.89%	—
1982	—	+10.66%	—
1981	—	−14.52%	—
1980	—	+33.11%	—

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Drawdowns

Fri 2004-03-26? to Fri 2026-03-06	Current Drawdown	Worst Drawdown
SPY ×	−3.74%	−55.97% 2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	−2.90%	−55.35% 2009-03-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	−6.90%	−68.10% 2008-11-20
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund