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

Mon 1984-11-05? to Mon 2025-06-30	YTD Return	TRR Price
ADX ×	+10.37% 2025-06-30	13.78 TRR 2025-06-30
Adams Diversified Equity Closed Fund NYSE Mutual Fund

---

Returns

Mon 1984-11-05? to Mon 2025-06-30	Overall Return	Exponential Trendline
ADX ×	+1,277.54% +6.67%/yr	+5.27%/yr (R2=0.894)
Adams Diversified Equity Closed Fund NYSE Mutual Fund

---

Growth of $10,000

Mon 1984-11-05? to Mon 2025-06-30	Start Value	End Value
ADX ×	$10,000.00 1984-11-05	$137,753.81 2025-06-30
Adams Diversified Equity Closed Fund NYSE Mutual Fund

---

Annual Returns

Year	ADX
2025 (YTD)	+10.37%
2024	+24.73%
2023	+27.18%
2022	−24.67%
2021	+6.06%
2020	+14.96%
2019	+33.66%
2018	−5.34%
2017	+26.92%
2016	−1.38%
2015	−5.88%
2014	+12.97%
2013	+29.99%
2012	+15.10%
2011	−7.04%
2010	+10.25%
2009	+28.38%
2008	−38.89%
2007	+5.29%
2006	+15.09%
2005	−1.17%
2004	+9.55%
2003	+22.91%
2002	−22.53%
2001	−25.91%
2000	−1.81%
1999	+32.79%
1998	+17.51%
1997	+30.81%
1996	+12.67%
1995	+26.40%
1994	−12.46%
1993	−5.42%
1992	+11.04%
1991	+36.18%
1990	−8.28%
1989	+4.37%
1988	−2.14%
1987	−10.78%
1986	+21.16%
1985	+26.27%
1984	+0.00%

---

Drawdowns

Mon 1984-11-05? to Mon 2025-06-30	Current Drawdown	Worst Drawdown
ADX ×	0.00%	−64.83% 2009-03-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund