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

Fri 2004-03-26? to Fri 2025-10-24	YTD Return	TRR Price
SPY ×	+13.05% 2025-10-24	12.2 TRR 2025-10-24
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+17.98% 2025-10-24	21.29 TRR 2025-10-24
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	+10.10% 2025-10-24	4.462 TRR 2025-10-24
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Returns

Fri 2004-03-26? to Fri 2025-10-24	Overall Return	Exponential Trendline
SPY ×	+423.78% +7.98%/yr	+8.33%/yr (R2=0.890)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+458.07% +8.29%/yr	+8.13%/yr (R2=0.880)
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	+346.19% +7.18%/yr	+8.39%/yr (R2=0.845)
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Growth of $10,000

Fri 2004-03-26? to Fri 2025-10-24	Start Value	End Value
SPY ×	$10,000.00 2004-03-26	$52,378.19 2025-10-24
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	$10,000.00 2004-03-26	$55,806.61 2025-10-24
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	$10,000.00 2004-03-26	$44,618.62 2025-10-24
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Annual Returns

Year	SPY	ADX	CSQ
2025 (YTD)	+13.05%	+17.98%	+10.10%
2024	+21.39%	+24.73%	+24.60%
2023	+22.09%	+27.22%	+16.90%
2022	−23.15%	−24.68%	−28.85%
2021	+20.27%	+21.21%	+22.24%
2020	+16.74%	+15.46%	+24.61%
2019	+28.29%	+33.70%	+35.82%
2018	−6.35%	−5.39%	−6.62%
2017	+19.19%	+26.94%	+25.40%
2016	+9.73%	+4.86%	+12.49%
2015	+0.50%	−0.20%	−5.63%
2014	+12.61%	+6.67%	+13.40%
2013	+30.35%	+29.98%	+18.56%
2012	+14.02%	+15.12%	+25.86%
2011	−1.04%	−7.05%	−6.02%
2010	+13.36%	+10.25%	+12.13%
2009	+23.00%	+28.37%	+52.66%
2008	−36.85%	−38.88%	−49.48%
2007	+1.01%	+5.29%	−6.58%
2006	+13.00%	+15.08%	+22.53%
2005	+1.35%	−1.15%	+0.58%
2004	+7.21%	+9.53%	−3.98%
2003	+25.81%	+22.95%	—
2002	−23.41%	−22.54%	—
2001	−13.10%	−32.20%	—
2000	−12.70%	−1.82%	—
1999	+17.24%	+32.47%	—
1998	+26.65%	+17.51%	—
1997	+31.25%	+29.87%	—
1996	+18.56%	+12.59%	—
1995	+34.64%	+26.25%	—
1994	−2.22%	−6.30%	—
1993	+6.29%	−5.38%	—
1992	—	+10.93%	—
1991	—	+36.16%	—
1990	—	−0.24%	—
1989	—	+4.32%	—
1988	—	−2.11%	—
1987	—	−10.78%	—
1986	—	+21.15%	—
1985	—	+26.30%	—
1984	—	−9.88%	—
1983	—	−0.88%	—
1982	—	+10.59%	—
1981	—	−14.54%	—
1980	—	+33.18%	—

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Drawdowns

Fri 2004-03-26? to Fri 2025-10-24	Current Drawdown	Worst Drawdown
SPY ×	0.00%	−55.98% 2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	0.00%	−55.35% 2009-03-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	−2.25%	−68.09% 2008-11-20
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund