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 2026-01-09 YTD
Return
TRR
Price
ADX
×
+0.94%
2026-01-09
17.35 TRR
2026-01-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Returns

Mon 1980-03-17? to Fri 2026-01-09 Overall
Return
Exponential
Trendline
ADX
×
+1,635.45%
+6.43%/yr
+5.41%/yr
(R2=0.922)
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Growth of $10,000

Mon 1980-03-17? to Fri 2026-01-09 Start
Value
End
Value
ADX
×
$10,000.00
1980-03-17
$173,544.58
2026-01-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Annual Returns

Year ADX
2026 (YTD) +0.94%
2025 +22.47%
2024 +24.67%
2023 +27.23%
2022 −24.65%
2021 +5.98%
2020 +15.07%
2019 +33.65%
2018 −5.43%
2017 +26.98%
2016 −1.38%
2015 −5.89%
2014 +12.98%
2013 +30.00%
2012 +15.11%
2011 −7.06%
2010 +10.25%
2009 +28.39%
2008 −38.88%
2007 +5.28%
2006 +15.09%
2005 −1.17%
2004 +9.53%
2003 +22.93%
2002 −22.53%
2001 −25.92%
2000 −1.82%
1999 +32.81%
1998 +17.51%
1997 +30.77%
1996 +12.69%
1995 +26.39%
1994 −12.46%
1993 −5.39%
1992 +11.07%
1991 +36.12%
1990 −8.27%
1989 +4.36%
1988 −2.11%
1987 −10.79%
1986 +21.17%
1985 +26.28%
1984 −9.92%
1983 −0.88%
1982 +10.69%
1981 −14.60%
1980 +33.24%

Drawdowns

Mon 1980-03-17? to Fri 2026-01-09 Current
Drawdown
Worst
Drawdown
ADX
×
0.00% −64.84%
2009-03-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund