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 Fri 2025-11-21 YTD
Return
TRR
Price
ADX
×
+19.19%
2025-11-21
16.73 TRR
2025-11-21
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Returns

Mon 1980-03-17? to Fri 2025-11-21 Overall
Return
Exponential
Trendline
ADX
×
+1,573.27%
+6.36%/yr
+5.40%/yr
(R2=0.921)
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Growth of $10,000

Mon 1980-03-17? to Fri 2025-11-21 Start
Value
End
Value
ADX
×
$10,000.00
1980-03-17
$167,327.46
2025-11-21
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Annual Returns

Year ADX
2025 (YTD) +19.19%
2024 +24.72%
2023 +27.22%
2022 −24.69%
2021 +6.03%
2020 +15.02%
2019 +33.67%
2018 −5.35%
2017 +26.90%
2016 −1.39%
2015 −5.89%
2014 +12.98%
2013 +29.99%
2012 +15.11%
2011 −7.05%
2010 +10.23%
2009 +28.38%
2008 −38.88%
2007 +5.28%
2006 +15.09%
2005 −1.15%
2004 +9.52%
2003 +22.95%
2002 −22.54%
2001 −25.91%
2000 −1.82%
1999 +32.80%
1998 +17.51%
1997 +30.80%
1996 +12.68%
1995 +26.38%
1994 −12.46%
1993 −5.40%
1992 +11.06%
1991 +36.14%
1990 −8.29%
1989 +4.35%
1988 −2.10%
1987 −10.76%
1986 +21.15%
1985 +26.24%
1984 −9.88%
1983 −0.87%
1982 +10.65%
1981 −14.55%
1980 +33.19%

Drawdowns

Mon 1980-03-17? to Fri 2025-11-21 Current
Drawdown
Worst
Drawdown
ADX
×
−1.94% −64.84%
2009-03-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund