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

Fri 2004-03-26? to Mon 2025-09-29	YTD Return	TRR Price
SPY ×	+11.03% 2025-09-29	11.98 TRR 2025-09-29
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+14.52% 2025-09-29	20.67 TRR 2025-09-29
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	+10.53% 2025-09-29	4.481 TRR 2025-09-29
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Returns

Fri 2004-03-26? to Mon 2025-09-29	Overall Return	Exponential Trendline
SPY ×	+414.40% +7.91%/yr	+8.31%/yr (R2=0.889)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	+441.51% +8.17%/yr	+8.10%/yr (R2=0.879)
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	+348.10% +7.22%/yr	+8.37%/yr (R2=0.843)
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Growth of $10,000

Fri 2004-03-26? to Mon 2025-09-29	Start Value	End Value
SPY ×	$10,000.00 2004-03-26	$51,440.09 2025-09-29
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	$10,000.00 2004-03-26	$54,151.45 2025-09-29
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	$10,000.00 2004-03-26	$44,809.89 2025-09-29
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund

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Annual Returns

Year	SPY	ADX	CSQ
2025 (YTD)	+11.03%	+14.52%	+10.53%
2024	+21.39%	+24.73%	+24.59%
2023	+22.09%	+27.21%	+16.93%
2022	−23.15%	−24.68%	−28.82%
2021	+20.26%	+21.18%	+22.25%
2020	+16.74%	+15.50%	+24.64%
2019	+28.29%	+33.65%	+35.75%
2018	−6.35%	−5.38%	−6.63%
2017	+19.18%	+26.93%	+25.40%
2016	+9.73%	+4.86%	+12.48%
2015	+0.50%	−0.20%	−5.63%
2014	+12.62%	+6.67%	+13.39%
2013	+30.35%	+29.99%	+18.58%
2012	+14.01%	+15.10%	+25.82%
2011	−1.04%	−7.04%	−6.00%
2010	+13.36%	+10.25%	+12.12%
2009	+23.00%	+28.37%	+52.65%
2008	−36.85%	−38.88%	−49.48%
2007	+1.01%	+5.28%	−6.56%
2006	+13.00%	+15.10%	+22.53%
2005	+1.35%	−1.16%	+0.56%
2004	+7.20%	+9.52%	−3.94%
2003	+25.82%	+22.93%	—
2002	−23.41%	−22.52%	—
2001	−13.10%	−32.21%	—
2000	−12.70%	−1.82%	—
1999	+17.24%	+32.48%	—
1998	+26.66%	+17.50%	—
1997	+31.24%	+29.87%	—
1996	+18.56%	+12.58%	—
1995	+34.65%	+26.26%	—
1994	−2.23%	−6.32%	—
1993	+6.28%	−5.35%	—
1992	—	+10.91%	—
1991	—	+36.10%	—
1990	—	−0.24%	—
1989	—	+4.39%	—
1988	—	−2.12%	—
1987	—	−10.80%	—
1986	—	+21.12%	—
1985	—	+26.26%	—
1984	—	−9.83%	—
1983	—	−0.89%	—
1982	—	+10.61%	—
1981	—	−14.57%	—
1980	—	+33.27%	—

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Drawdowns

Fri 2004-03-26? to Mon 2025-09-29	Current Drawdown	Worst Drawdown
SPY ×	−0.53%	−55.97% 2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund
ADX ×	−0.98%	−55.36% 2009-03-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund
CSQ ×	−1.84%	−68.09% 2008-11-20
Calamos Strategic Total Return Closed Fund NASDAQ Mutual Fund