All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

ADX: Total Return Chart (with Dividends Reinvested)

Mon 1980-03-17? to Fri 2025-12-12 YTD
Return
TR
Price
ADX
×
+21.76%
2025-12-12
67.8 TR
2025-12-12
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Returns

Mon 1980-03-17? to Fri 2025-12-12 Overall
Return
Exponential
Trendline
ADX
×
+6,680.02%
+9.66%/yr
+8.24%/yr
(R2=0.962)
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Growth of $10,000

Mon 1980-03-17? to Fri 2025-12-12 Start
Value
End
Value
ADX
×
$10,000.00
1980-03-17
$678,001.81
2025-12-12
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Annual Returns

Year ADX
2025 (YTD) +21.76%
2024 +28.31%
2023 +31.49%
2022 −19.82%
2021 +13.50%
2020 +16.57%
2019 +36.75%
2018 −3.58%
2017 +29.61%
2016 +0.66%
2015 −5.20%
2014 +13.83%
2013 +31.94%
2012 +17.10%
2011 −4.28%
2010 +11.89%
2009 +31.88%
2008 −38.83%
2007 +9.59%
2006 +17.99%
2005 +2.23%
2004 +13.10%
2003 +25.24%
2002 −20.69%
2001 −24.77%
2000 +1.51%
1999 +36.37%
1998 +19.40%
1997 +33.02%
1996 +16.42%
1995 +29.60%
1994 −10.12%
1993 −2.80%
1992 +14.28%
1991 +40.34%
1990 −2.68%
1989 +9.21%
1988 +2.20%
1987 −6.83%
1986 +22.48%
1985 +31.06%
1984 −6.33%
1983 +2.88%
1982 +14.89%
1981 −6.94%
1980 +44.45%

Drawdowns

Mon 1980-03-17? to Fri 2025-12-12 Current
Drawdown
Worst
Drawdown
ADX
×
−3.10% −56.84%
2009-03-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund