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 2025-10-24 YTD
Return
TRR
Price
ADX
×
+17.98%
2025-10-24
21.29 TRR
2025-10-24
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Returns

Mon 1980-03-17? to Fri 2025-10-24 Overall
Return
Exponential
Trendline
ADX
×
+2,028.82%
+6.94%/yr
+5.73%/yr
(R2=0.908)
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Growth of $10,000

Mon 1980-03-17? to Fri 2025-10-24 Start
Value
End
Value
ADX
×
$10,000.00
1980-03-17
$212,882.30
2025-10-24
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Annual Returns

Year ADX
2025 (YTD) +17.98%
2024 +24.73%
2023 +27.22%
2022 −24.68%
2021 +21.21%
2020 +15.46%
2019 +33.70%
2018 −5.39%
2017 +26.94%
2016 +4.86%
2015 −0.20%
2014 +6.67%
2013 +29.98%
2012 +15.12%
2011 −7.05%
2010 +10.25%
2009 +28.37%
2008 −38.88%
2007 +5.29%
2006 +15.08%
2005 −1.15%
2004 +9.53%
2003 +22.95%
2002 −22.54%
2001 −32.20%
2000 −1.82%
1999 +32.47%
1998 +17.51%
1997 +29.87%
1996 +12.59%
1995 +26.25%
1994 −6.30%
1993 −5.38%
1992 +10.93%
1991 +36.16%
1990 −0.24%
1989 +4.32%
1988 −2.11%
1987 −10.78%
1986 +21.15%
1985 +26.30%
1984 −9.88%
1983 −0.88%
1982 +10.59%
1981 −14.54%
1980 +33.18%

Drawdowns

Mon 1980-03-17? to Fri 2025-10-24 Current
Drawdown
Worst
Drawdown
ADX
×
0.00% −67.83%
2009-03-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund