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 Mon 2025-09-29 YTD
Return
TRR
Price
ADX
×
+14.52%
2025-09-29
20.67 TRR
2025-09-29
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Returns

Mon 1980-03-17? to Mon 2025-09-29 Overall
Return
Exponential
Trendline
ADX
×
+1,966.91%
+6.88%/yr
+5.72%/yr
(R2=0.907)
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Growth of $10,000

Mon 1980-03-17? to Mon 2025-09-29 Start
Value
End
Value
ADX
×
$10,000.00
1980-03-17
$206,691.45
2025-09-29
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Annual Returns

Year ADX
2025 (YTD) +14.52%
2024 +24.73%
2023 +27.21%
2022 −24.68%
2021 +21.18%
2020 +15.50%
2019 +33.65%
2018 −5.38%
2017 +26.93%
2016 +4.86%
2015 −0.20%
2014 +6.67%
2013 +29.99%
2012 +15.10%
2011 −7.04%
2010 +10.25%
2009 +28.37%
2008 −38.88%
2007 +5.28%
2006 +15.10%
2005 −1.16%
2004 +9.52%
2003 +22.93%
2002 −22.52%
2001 −32.21%
2000 −1.82%
1999 +32.48%
1998 +17.50%
1997 +29.87%
1996 +12.58%
1995 +26.26%
1994 −6.32%
1993 −5.35%
1992 +10.91%
1991 +36.10%
1990 −0.24%
1989 +4.39%
1988 −2.12%
1987 −10.80%
1986 +21.12%
1985 +26.26%
1984 −9.83%
1983 −0.89%
1982 +10.61%
1981 −14.57%
1980 +33.27%

Drawdowns

Mon 1980-03-17? to Mon 2025-09-29 Current
Drawdown
Worst
Drawdown
ADX
×
−0.98% −67.84%
2009-03-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund