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 Thu 2025-09-04 YTD
Return
TRR
Price
ADX
×
+12.29%
2025-09-04
20.25 TRR
2025-09-04
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Returns

Mon 1980-03-17? to Thu 2025-09-04 Overall
Return
Exponential
Trendline
ADX
×
+1,925.14%
+6.84%/yr
+5.71%/yr
(R2=0.907)
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Growth of $10,000

Mon 1980-03-17? to Thu 2025-09-04 Start
Value
End
Value
ADX
×
$10,000.00
1980-03-17
$202,513.97
2025-09-04
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Annual Returns

Year ADX
2025 (YTD) +12.29%
2024 +24.73%
2023 +27.19%
2022 −24.68%
2021 +21.15%
2020 +15.54%
2019 +33.66%
2018 −5.38%
2017 +26.93%
2016 +4.85%
2015 −0.20%
2014 +6.67%
2013 +29.99%
2012 +15.09%
2011 −7.04%
2010 +10.25%
2009 +28.39%
2008 −38.89%
2007 +5.27%
2006 +15.11%
2005 −1.16%
2004 +9.52%
2003 +22.94%
2002 −22.53%
2001 −32.21%
2000 −1.81%
1999 +32.46%
1998 +17.52%
1997 +29.85%
1996 +12.57%
1995 +26.29%
1994 −6.33%
1993 −5.36%
1992 +10.94%
1991 +36.15%
1990 −0.24%
1989 +4.34%
1988 −2.12%
1987 −10.77%
1986 +21.11%
1985 +26.24%
1984 −9.85%
1983 −0.89%
1982 +10.64%
1981 −14.55%
1980 +33.15%

Drawdowns

Mon 1980-03-17? to Thu 2025-09-04 Current
Drawdown
Worst
Drawdown
ADX
×
−1.49% −67.83%
2009-03-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund