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

Fri 2004-03-26? to Fri 2026-01-09	YTD Return	TRR Price
SPY ×	+1.72% 2026-01-09	12.56 TRR 2026-01-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+0.94% 2026-01-09	17.35 TRR 2026-01-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	+2.50% 2026-01-09	4.694 TRR 2026-01-09
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Returns

Fri 2004-03-26? to Fri 2026-01-09	Overall Return	Exponential Trendline
SPY ×	+439.13% +8.04%/yr	+8.39%/yr (R2=0.893)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+378.46% +7.45%/yr	+7.14%/yr (R2=0.872)
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	+369.37% +7.35%/yr	+8.44%/yr (R2=0.849)
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Growth of $10,000

Fri 2004-03-26? to Fri 2026-01-09	Start Value	End Value
SPY ×	$10,000.00 2004-03-26	$53,912.54 2026-01-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	$10,000.00 2004-03-26	$47,846.40 2026-01-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	$10,000.00 2004-03-26	$46,936.83 2026-01-09
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Annual Returns

Year	SPY	ADX	CSQ
2026 (YTD)	+1.72%	+0.94%	+2.50%
2025	+14.39%	+22.47%	+13.00%
2024	+21.39%	+24.67%	+24.54%
2023	+22.09%	+27.23%	+16.97%
2022	−23.14%	−24.65%	−28.84%
2021	+20.27%	+5.98%	+22.21%
2020	+16.74%	+15.07%	+24.72%
2019	+28.29%	+33.65%	+35.70%
2018	−6.35%	−5.43%	−6.62%
2017	+19.19%	+26.98%	+25.40%
2016	+9.73%	−1.38%	+12.48%
2015	+0.50%	−5.89%	−5.63%
2014	+12.61%	+12.98%	+13.40%
2013	+30.35%	+30.00%	+18.57%
2012	+14.01%	+15.11%	+25.84%
2011	−1.04%	−7.06%	−6.01%
2010	+13.36%	+10.25%	+12.13%
2009	+23.01%	+28.39%	+52.67%
2008	−36.85%	−38.88%	−49.49%
2007	+1.01%	+5.28%	−6.57%
2006	+13.00%	+15.09%	+22.53%
2005	+1.36%	−1.17%	+0.57%
2004	+7.20%	+9.53%	−3.96%
2003	+25.82%	+22.93%	—
2002	−23.40%	−22.53%	—
2001	−13.11%	−25.92%	—
2000	−12.70%	−1.82%	—
1999	+17.25%	+32.81%	—
1998	+26.65%	+17.51%	—
1997	+31.24%	+30.77%	—
1996	+18.57%	+12.69%	—
1995	+34.63%	+26.39%	—
1994	−2.21%	−12.46%	—
1993	+6.28%	−5.39%	—
1992	—	+11.07%	—
1991	—	+36.12%	—
1990	—	−8.27%	—
1989	—	+4.36%	—
1988	—	−2.11%	—
1987	—	−10.79%	—
1986	—	+21.17%	—
1985	—	+26.28%	—
1984	—	−9.92%	—
1983	—	−0.88%	—
1982	—	+10.69%	—
1981	—	−14.60%	—
1980	—	+33.24%	—

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Drawdowns

Fri 2004-03-26? to Fri 2026-01-09	Current Drawdown	Worst Drawdown
SPY ×	0.00%	−55.98% 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 ×	0.00%	−68.10% 2008-11-20
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund