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 Mon 2025-07-21 YTD
Return
TRR
Price
ADX
×
+11.25%
2025-07-21
13.88 TRR
2025-07-21
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Returns

Mon 1984-11-05? to Mon 2025-07-21 Overall
Return
Exponential
Trendline
ADX
×
+1,288.36%
+6.68%/yr
+5.28%/yr
(R2=0.894)
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Growth of $10,000

Mon 1984-11-05? to Mon 2025-07-21 Start
Value
End
Value
ADX
×
$10,000.00
1984-11-05
$138,836.18
2025-07-21
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Annual Returns

Year ADX
2025 (YTD) +11.25%
2024 +24.72%
2023 +27.17%
2022 −24.65%
2021 +6.04%
2020 +14.99%
2019 +33.66%
2018 −5.33%
2017 +26.90%
2016 −1.38%
2015 −5.89%
2014 +12.97%
2013 +29.98%
2012 +15.11%
2011 −7.04%
2010 +10.24%
2009 +28.40%
2008 −38.89%
2007 +5.29%
2006 +15.08%
2005 −1.15%
2004 +9.52%
2003 +22.94%
2002 −22.54%
2001 −25.92%
2000 −1.81%
1999 +32.80%
1998 +17.50%
1997 +30.80%
1996 +12.66%
1995 +26.39%
1994 −12.45%
1993 −5.40%
1992 +11.05%
1991 +36.17%
1990 −8.30%
1989 +4.41%
1988 −2.13%
1987 −10.79%
1986 +21.14%
1985 +26.25%
1984 +0.00%

Drawdowns

Mon 1984-11-05? to Mon 2025-07-21 Current
Drawdown
Worst
Drawdown
ADX
×
−0.18% −64.84%
2009-03-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund