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

Total Real Returns

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

Mon 1984-11-05? to Tue 2025-05-06 YTD
Return
TRR
Price
ADX
×
−1.94%
2025-05-06
12.24 TRR
2025-05-06
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Returns

Mon 1984-11-05? to Tue 2025-05-06 Overall
Return
Exponential
Trendline
ADX
×
+1,123.71%
+6.38%/yr
+5.25%/yr
(R2=0.893)
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Growth of $10,000

Mon 1984-11-05? to Tue 2025-05-06 Start
Value
End
Value
ADX
×
$10,000.00
1984-11-05
$122,370.94
2025-05-06
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Annual Returns

Year ADX
2025 (YTD) −1.94%
2024 +24.71%
2023 +27.23%
2022 −24.66%
2021 +6.02%
2020 +15.04%
2019 +33.63%
2018 −5.37%
2017 +26.94%
2016 −1.39%
2015 −5.89%
2014 +12.97%
2013 +29.99%
2012 +15.11%
2011 −7.04%
2010 +10.24%
2009 +28.37%
2008 −38.88%
2007 +5.29%
2006 +15.09%
2005 −1.16%
2004 +9.53%
2003 +22.93%
2002 −22.53%
2001 −25.92%
2000 −1.81%
1999 +32.81%
1998 +17.49%
1997 +30.82%
1996 +12.67%
1995 +26.40%
1994 −12.48%
1993 −5.38%
1992 +11.02%
1991 +36.21%
1990 −8.32%
1989 +4.39%
1988 −2.10%
1987 −10.80%
1986 +21.16%
1985 +26.20%
1984 +0.00%

Drawdowns

Mon 1984-11-05? to Tue 2025-05-06 Current
Drawdown
Worst
Drawdown
ADX
×
−6.62% −64.84%
2009-03-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund