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

Fri 2004-03-26? to Fri 2025-12-12	YTD Return	TRR Price
SPY ×	+13.35% 2025-12-12	12.24 TRR 2025-12-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+17.59% 2025-12-12	16.51 TRR 2025-12-12
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	+10.64% 2025-12-12	4.484 TRR 2025-12-12
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Returns

Fri 2004-03-26? to Fri 2025-12-12	Overall Return	Exponential Trendline
SPY ×	+425.16% +7.94%/yr	+8.37%/yr (R2=0.892)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+355.34% +7.23%/yr	+7.11%/yr (R2=0.871)
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	+348.40% +7.15%/yr	+8.42%/yr (R2=0.848)
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Growth of $10,000

Fri 2004-03-26? to Fri 2025-12-12	Start Value	End Value
SPY ×	$10,000.00 2004-03-26	$52,515.79 2025-12-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	$10,000.00 2004-03-26	$45,533.55 2025-12-12
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	$10,000.00 2004-03-26	$44,839.77 2025-12-12
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Annual Returns

Year	SPY	ADX	CSQ
2025 (YTD)	+13.35%	+17.59%	+10.64%
2024	+21.39%	+24.74%	+24.55%
2023	+22.09%	+27.26%	+16.93%
2022	−23.15%	−24.70%	−28.81%
2021	+20.27%	+6.02%	+22.16%
2020	+16.74%	+15.07%	+24.70%
2019	+28.29%	+33.66%	+35.75%
2018	−6.35%	−5.38%	−6.62%
2017	+19.18%	+26.92%	+25.40%
2016	+9.73%	−1.39%	+12.48%
2015	+0.50%	−5.90%	−5.62%
2014	+12.61%	+12.97%	+13.41%
2013	+30.35%	+30.00%	+18.56%
2012	+14.01%	+15.10%	+25.85%
2011	−1.04%	−7.05%	−6.01%
2010	+13.37%	+10.25%	+12.13%
2009	+23.00%	+28.39%	+52.64%
2008	−36.85%	−38.89%	−49.48%
2007	+1.01%	+5.29%	−6.59%
2006	+13.00%	+15.09%	+22.54%
2005	+1.35%	−1.16%	+0.56%
2004	+7.21%	+9.54%	−3.93%
2003	+25.82%	+22.94%	—
2002	−23.41%	−22.54%	—
2001	−13.10%	−25.91%	—
2000	−12.70%	−1.82%	—
1999	+17.25%	+32.80%	—
1998	+26.65%	+17.50%	—
1997	+31.24%	+30.81%	—
1996	+18.56%	+12.69%	—
1995	+34.64%	+26.37%	—
1994	−2.21%	−12.47%	—
1993	+6.28%	−5.39%	—
1992	—	+11.04%	—
1991	—	+36.19%	—
1990	—	−8.27%	—
1989	—	+4.34%	—
1988	—	−2.10%	—
1987	—	−10.78%	—
1986	—	+21.10%	—
1985	—	+26.25%	—
1984	—	−9.86%	—
1983	—	−0.87%	—
1982	—	+10.62%	—
1981	—	−14.53%	—
1980	—	+33.11%	—

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Drawdowns

Fri 2004-03-26? to Fri 2025-12-12	Current Drawdown	Worst Drawdown
SPY ×	−1.17%	−55.97% 2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	−3.22%	−55.34% 2009-03-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	−1.75%	−68.11% 2008-11-20
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund