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

Fri 2004-03-26? to Mon 2025-06-30	YTD Return	TRR Price
SPY ×	+3.92% 2025-06-30	11.22 TRR 2025-06-30
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+10.37% 2025-06-30	13.78 TRR 2025-06-30
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	+4.11% 2025-06-30	4.218 TRR 2025-06-30
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Returns

Fri 2004-03-26? to Mon 2025-06-30	Overall Return	Exponential Trendline
SPY ×	+381.49% +7.67%/yr	+8.25%/yr (R2=0.885)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+327.28% +7.07%/yr	+6.96%/yr (R2=0.864)
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	+321.83% +7.00%/yr	+8.31%/yr (R2=0.838)
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Growth of $10,000

Fri 2004-03-26? to Mon 2025-06-30	Start Value	End Value
SPY ×	$10,000.00 2004-03-26	$48,149.16 2025-06-30
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	$10,000.00 2004-03-26	$42,727.81 2025-06-30
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	$10,000.00 2004-03-26	$42,183.16 2025-06-30
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Annual Returns

Year	SPY	ADX	CSQ
2025 (YTD)	+3.92%	+10.37%	+4.11%
2024	+21.39%	+24.73%	+24.52%
2023	+22.09%	+27.18%	+16.96%
2022	−23.14%	−24.67%	−28.82%
2021	+20.26%	+6.06%	+22.20%
2020	+16.74%	+14.96%	+24.71%
2019	+28.29%	+33.66%	+35.71%
2018	−6.36%	−5.34%	−6.62%
2017	+19.19%	+26.92%	+25.39%
2016	+9.72%	−1.38%	+12.49%
2015	+0.50%	−5.88%	−5.63%
2014	+12.62%	+12.97%	+13.38%
2013	+30.35%	+29.99%	+18.57%
2012	+14.01%	+15.10%	+25.87%
2011	−1.04%	−7.04%	−6.00%
2010	+13.36%	+10.25%	+12.10%
2009	+23.00%	+28.38%	+52.67%
2008	−36.85%	−38.89%	−49.49%
2007	+1.01%	+5.29%	−6.57%
2006	+13.00%	+15.09%	+22.53%
2005	+1.35%	−1.17%	+0.55%
2004	+7.21%	+9.55%	−3.95%
2003	+25.81%	+22.91%	—
2002	−23.41%	−22.53%	—
2001	−13.10%	−25.91%	—
2000	−12.70%	−1.81%	—
1999	+17.24%	+32.79%	—
1998	+26.65%	+17.51%	—
1997	+31.24%	+30.81%	—
1996	+18.57%	+12.67%	—
1995	+34.64%	+26.40%	—
1994	−2.22%	−12.46%	—
1993	+6.28%	−5.42%	—
1992	—	+11.04%	—
1991	—	+36.18%	—
1990	—	−8.28%	—
1989	—	+4.37%	—
1988	—	−2.14%	—
1987	—	−10.78%	—
1986	—	+21.16%	—
1985	—	+26.27%	—
1984	—	+0.00%	—

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Drawdowns

Fri 2004-03-26? to Mon 2025-06-30	Current Drawdown	Worst Drawdown
SPY ×	0.00%	−55.97% 2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	0.00%	−55.34% 2009-03-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	0.00%	−68.09% 2008-11-20
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund