All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
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 | ||||||
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 | ||||||
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 | ||||||
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 | ||||||