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

Fri 2004-03-26? to Wed 2025-07-23	YTD Return	TRR Price
SPY ×	+6.34% 2025-07-23	11.48 TRR 2025-07-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+11.66% 2025-07-23	15.67 TRR 2025-07-23
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	+5.26% 2025-07-23	4.266 TRR 2025-07-23
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Returns

Fri 2004-03-26? to Wed 2025-07-23	Overall Return	Exponential Trendline
SPY ×	+392.67% +7.76%/yr	+8.27%/yr (R2=0.886)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+332.22% +7.11%/yr	+6.98%/yr (R2=0.865)
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	+326.62% +7.04%/yr	+8.32%/yr (R2=0.839)
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Growth of $10,000

Fri 2004-03-26? to Wed 2025-07-23	Start Value	End Value
SPY ×	$10,000.00 2004-03-26	$49,266.68 2025-07-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	$10,000.00 2004-03-26	$43,221.50 2025-07-23
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	$10,000.00 2004-03-26	$42,661.72 2025-07-23
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Annual Returns

Year	SPY	ADX	CSQ
2025 (YTD)	+6.34%	+11.66%	+5.26%
2024	+21.39%	+24.72%	+24.59%
2023	+22.09%	+27.17%	+16.92%
2022	−23.14%	−24.65%	−28.83%
2021	+20.26%	+6.04%	+22.26%
2020	+16.74%	+14.99%	+24.57%
2019	+28.29%	+33.66%	+35.81%
2018	−6.36%	−5.33%	−6.63%
2017	+19.19%	+26.88%	+25.40%
2016	+9.72%	−1.39%	+12.49%
2015	+0.50%	−5.89%	−5.63%
2014	+12.62%	+12.98%	+13.40%
2013	+30.35%	+29.98%	+18.58%
2012	+14.02%	+15.10%	+25.83%
2011	−1.04%	−7.04%	−5.99%
2010	+13.36%	+10.24%	+12.10%
2009	+23.01%	+28.39%	+52.68%
2008	−36.85%	−38.89%	−49.49%
2007	+1.01%	+5.29%	−6.58%
2006	+13.00%	+15.08%	+22.54%
2005	+1.35%	−1.15%	+0.58%
2004	+7.21%	+9.54%	−3.96%
2003	+25.81%	+22.91%	—
2002	−23.40%	−22.53%	—
2001	−13.11%	−25.91%	—
2000	−12.70%	−1.82%	—
1999	+17.24%	+32.82%	—
1998	+26.66%	+17.50%	—
1997	+31.23%	+30.79%	—
1996	+18.57%	+12.69%	—
1995	+34.62%	+26.39%	—
1994	−2.21%	−12.45%	—
1993	+6.30%	−5.43%	—
1992	—	+11.08%	—
1991	—	+36.17%	—
1990	—	−8.30%	—
1989	—	+4.36%	—
1988	—	−2.13%	—
1987	—	−10.75%	—
1986	—	+21.14%	—
1985	—	+26.25%	—
1984	—	−9.86%	—
1983	—	−0.90%	—
1982	—	+10.62%	—
1981	—	−14.53%	—
1980	—	+33.14%	—

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Drawdowns

Fri 2004-03-26? to Wed 2025-07-23	Current Drawdown	Worst Drawdown
SPY ×	0.00%	−55.97% 2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	0.00%	−55.35% 2009-03-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	0.00%	−68.11% 2008-11-20
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund