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

Fri 2004-03-26? to Tue 2025-05-20	YTD Return	TRR Price
SPY ×	−0.31% 2025-05-20	10.76 TRR 2025-05-20
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+3.72% 2025-05-20	14.45 TRR 2025-05-20
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	−1.42% 2025-05-20	3.967 TRR 2025-05-20
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Returns

Fri 2004-03-26? to Tue 2025-05-20	Overall Return	Exponential Trendline
SPY ×	+361.90% +7.50%/yr	+8.23%/yr (R2=0.883)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+301.62% +6.79%/yr	+6.93%/yr (R2=0.862)
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	+296.75% +6.73%/yr	+8.25%/yr (R2=0.834)
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Growth of $10,000

Fri 2004-03-26? to Tue 2025-05-20	Start Value	End Value
SPY ×	$10,000.00 2004-03-26	$46,190.11 2025-05-20
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	$10,000.00 2004-03-26	$40,161.83 2025-05-20
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	$10,000.00 2004-03-26	$39,674.91 2025-05-20
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Annual Returns

Year	SPY	ADX	CSQ
2025 (YTD)	−0.31%	+3.72%	−1.42%
2024	+21.39%	+24.73%	+24.50%
2023	+22.09%	+27.27%	+16.89%
2022	−23.15%	−24.73%	−28.86%
2021	+20.27%	+6.07%	+22.16%
2020	+16.74%	+15.01%	+24.66%
2019	+28.29%	+33.66%	+35.86%
2018	−6.35%	−5.36%	−6.68%
2017	+19.19%	+26.91%	+25.34%
2016	+9.73%	−1.38%	+12.42%
2015	+0.50%	−5.89%	−5.68%
2014	+12.61%	+12.97%	+13.34%
2013	+30.35%	+30.00%	+18.56%
2012	+14.01%	+15.10%	+25.87%
2011	−1.04%	−7.04%	−6.07%
2010	+13.36%	+10.24%	+12.02%
2009	+23.00%	+28.39%	+52.63%
2008	−36.85%	−38.88%	−49.51%
2007	+1.01%	+5.27%	−6.60%
2006	+13.00%	+15.10%	+22.48%
2005	+1.35%	−1.15%	+0.52%
2004	+7.21%	+9.51%	−3.94%
2003	+25.82%	+22.96%	—
2002	−23.41%	−22.54%	—
2001	−13.10%	−25.92%	—
2000	−12.70%	−1.82%	—
1999	+17.25%	+32.79%	—
1998	+26.65%	+17.52%	—
1997	+31.24%	+30.78%	—
1996	+18.56%	+12.70%	—
1995	+34.63%	+26.34%	—
1994	−2.22%	−12.45%	—
1993	+6.30%	−5.40%	—
1992	—	+11.07%	—
1991	—	+36.12%	—
1990	—	−8.26%	—
1989	—	+4.38%	—
1988	—	−2.14%	—
1987	—	−10.77%	—
1986	—	+21.11%	—
1985	—	+26.27%	—
1984	—	−10.53%	—
1983	—	−0.85%	—
1982	—	+10.61%	—
1981	—	−14.56%	—
1980	—	+33.17%	—

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Drawdowns

Fri 2004-03-26? to Tue 2025-05-20	Current Drawdown	Worst Drawdown
SPY ×	−3.76%	−55.97% 2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	−1.21%	−55.33% 2009-03-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	−5.20%	−68.12% 2008-11-20
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund