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

Total Real Returns

ADX: Total Return Chart (with Dividends Reinvested)

×
Fri 1983-12-30 to Fri 2026-01-09 YTD
Return
TR
Price
ADX
×
+0.99%
2026-01-09
70.87 TR
2026-01-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Returns

Fri 1983-12-30 to Fri 2026-01-09 Overall
Return
Exponential
Trendline
ADX
×
+4,360.23%
+9.46%/yr
+8.10%/yr
(R2=0.952)
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Growth of $10,000

Fri 1983-12-30 to Fri 2026-01-09 Start
Value
End
Value
ADX
×
$10,000.00
1983-12-30
$446,022.73
2026-01-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Annual Returns

Year ADX
2026 (YTD) +0.99%
2025 +26.03%
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

Fri 1983-12-30 to Fri 2026-01-09 Current
Drawdown
Worst
Drawdown
ADX
×
0.00% −56.84%
2009-03-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund