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 2026-02-02 YTD
Return
TRR
Price
ADX
×
+2.23%
2026-02-02
17.61 TRR
2026-02-02
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Returns

Mon 1980-03-17? to Mon 2026-02-02 Overall
Return
Exponential
Trendline
ADX
×
+1,660.90%
+6.45%/yr
+5.42%/yr
(R2=0.922)
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Growth of $10,000

Mon 1980-03-17? to Mon 2026-02-02 Start
Value
End
Value
ADX
×
$10,000.00
1980-03-17
$176,090.23
2026-02-02
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Annual Returns

Year ADX
2026 (YTD) +2.23%
2025 +22.78%
2024 +24.65%
2023 +27.30%
2022 −24.71%
2021 +6.04%
2020 +14.99%
2019 +33.73%
2018 −5.35%
2017 +26.88%
2016 −1.38%
2015 −5.89%
2014 +12.97%
2013 +29.99%
2012 +15.11%
2011 −7.04%
2010 +10.24%
2009 +28.39%
2008 −38.89%
2007 +5.28%
2006 +15.10%
2005 −1.16%
2004 +9.52%
2003 +22.93%
2002 −22.53%
2001 −25.92%
2000 −1.81%
1999 +32.79%
1998 +17.52%
1997 +30.80%
1996 +12.69%
1995 +26.36%
1994 −12.47%
1993 −5.40%
1992 +11.06%
1991 +36.14%
1990 −8.25%
1989 +4.36%
1988 −2.11%
1987 −10.80%
1986 +21.13%
1985 +26.29%
1984 −9.89%
1983 −0.90%
1982 +10.64%
1981 −14.52%
1980 +33.08%

Drawdowns

Mon 1980-03-17? to Mon 2026-02-02 Current
Drawdown
Worst
Drawdown
ADX
×
0.00% −64.85%
2009-03-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund