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 1980-03-17? to Wed 2025-08-13 YTD
Return
TRR
Price
ADX
×
+13.96%
2025-08-13
20.56 TRR
2025-08-13
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Returns

Mon 1980-03-17? to Wed 2025-08-13 Overall
Return
Exponential
Trendline
ADX
×
+1,955.97%
+6.88%/yr
+5.71%/yr
(R2=0.907)
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Growth of $10,000

Mon 1980-03-17? to Wed 2025-08-13 Start
Value
End
Value
ADX
×
$10,000.00
1980-03-17
$205,597.01
2025-08-13
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Annual Returns

Year ADX
2025 (YTD) +13.96%
2024 +24.69%
2023 +27.24%
2022 −24.66%
2021 +21.11%
2020 +15.47%
2019 +33.74%
2018 −5.38%
2017 +26.93%
2016 +4.86%
2015 −0.20%
2014 +6.66%
2013 +30.00%
2012 +15.09%
2011 −7.03%
2010 +10.24%
2009 +28.37%
2008 −38.88%
2007 +5.28%
2006 +15.09%
2005 −1.16%
2004 +9.51%
2003 +22.94%
2002 −22.53%
2001 −32.21%
2000 −1.81%
1999 +32.47%
1998 +17.52%
1997 +29.83%
1996 +12.60%
1995 +26.29%
1994 −6.34%
1993 −5.37%
1992 +10.91%
1991 +36.22%
1990 −0.30%
1989 +4.41%
1988 −2.13%
1987 −10.79%
1986 +21.16%
1985 +26.20%
1984 −9.87%
1983 −0.82%
1982 +10.57%
1981 −14.57%
1980 +33.21%

Drawdowns

Mon 1980-03-17? to Wed 2025-08-13 Current
Drawdown
Worst
Drawdown
ADX
×
0.00% −67.83%
2009-03-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund