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

Fri 2004-03-26💬 to Thu 2026-06-04	YTD Return	1 Year Return
SPY ×	+7.94% 2026-06-04	+23.65% 2026-06-04
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+9.67% 2026-06-04	+28.61% 2026-06-04
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	+7.03% 2026-06-04	+22.19% 2026-06-04
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Returns

Fri 2004-03-26💬 to Thu 2026-06-04	Overall Return	Exponential Trendline
SPY ×	+473.40% +8.19%/yr	+8.48%/yr (R2=0.898)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+421.15% +7.72%/yr	+7.28%/yr (R2=0.877)
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	+391.26% +7.44%/yr	+8.52%/yr (R2=0.857)
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Growth of $10,000

Fri 2004-03-26💬 to Thu 2026-06-04	Start Value	End Value
SPY ×	$10,000.00 2004-03-26	$57,340.16 2026-06-04
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	$10,000.00 2004-03-26	$52,115.17 2026-06-04
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	$10,000.00 2004-03-26	$49,125.87 2026-06-04
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Annual Returns

Year	SPY	ADX	CSQ
2026 (YTD)	+7.94%	+9.67%	+7.03%
2025	+14.65%	+22.74%	+13.26%
2024	+21.39%	+24.71%	+24.57%
2023	+22.09%	+27.23%	+16.95%
2022	−23.15%	−24.69%	−28.83%
2021	+20.27%	+6.04%	+22.21%
2020	+16.74%	+15.00%	+24.64%
2019	+28.29%	+33.70%	+35.77%
2018	−6.35%	−5.38%	−6.62%
2017	+19.19%	+26.93%	+25.40%
2016	+9.73%	−1.39%	+12.49%
2015	+0.50%	−5.89%	−5.63%
2014	+12.61%	+12.98%	+13.39%
2013	+30.35%	+29.98%	+18.57%
2012	+14.01%	+15.11%	+25.85%
2011	−1.04%	−7.04%	−6.01%
2010	+13.36%	+10.24%	+12.12%
2009	+23.01%	+28.39%	+52.64%
2008	−36.85%	−38.88%	−49.48%
2007	+1.01%	+5.28%	−6.58%
2006	+13.00%	+15.09%	+22.53%
2005	+1.35%	−1.16%	+0.58%
2004	+7.21%	+9.53%	−3.96%
2003	+25.82%	+22.93%	—
2002	−23.41%	−22.53%	—
2001	−13.10%	−25.92%	—
2000	−12.70%	−1.82%	—
1999	+17.24%	+32.80%	—
1998	+26.65%	+17.51%	—
1997	+31.24%	+30.79%	—
1996	+18.63%	+12.68%	—
1995	+34.61%	+26.38%	—
1994	−2.22%	−12.46%	—
1993	+6.22%	−5.39%	—
1992	—	+11.05%	—
1991	—	+36.17%	—
1990	—	−8.29%	—
1989	—	+4.38%	—
1988	—	−2.13%	—
1987	—	−10.78%	—
1986	—	+21.14%	—
1985	—	+26.25%	—
1984	—	−9.87%	—
1983	—	−0.88%	—
1982	—	+10.65%	—
1981	—	−14.56%	—
1980	—	+33.18%	—

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Drawdowns

Fri 2004-03-26💬 to Thu 2026-06-04	Current Drawdown	Worst Drawdown
SPY ×	−0.35% from 2026-06-02 peak	−55.97% 2009-03-09 from 2007-10-09 peak
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	−1.07% from 2026-06-02 peak	−55.35% 2009-03-09 from 2007-10-09 peak
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	−0.31% from 2026-06-02 peak	−68.10% 2008-11-20 from 2007-05-22 peak
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Rolling Returns

Period ending Thu 2026-06-04	1 Year	2 Years	3 Years	5 Years	10 Years
SPY ×	+23.65%	+37.93% +17.46%/yr	+67.34% +18.68%/yr	+54.69% +9.12%/yr	+204.71% +11.78%/yr
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+28.61%	+48.09% +21.71%/yr	+95.81% +25.05%/yr	+55.98% +9.30%/yr	+213.45% +12.10%/yr
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	+22.19%	+37.20% +17.15%/yr	+67.91% +18.82%/yr	+37.92% +6.64%/yr	+231.14% +12.72%/yr
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund