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 2026-03-06 YTD
Return
TRR
Price
ADX
×
−0.87%
2026-03-06
17.08 TRR
2026-03-06
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Returns

Mon 1980-03-17? to Fri 2026-03-06 Overall
Return
Exponential
Trendline
ADX
×
+1,607.87%
+6.37%/yr
+5.43%/yr
(R2=0.922)
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Growth of $10,000

Mon 1980-03-17? to Fri 2026-03-06 Start
Value
End
Value
ADX
×
$10,000.00
1980-03-17
$170,786.52
2026-03-06
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Annual Returns

Year ADX
2026 (YTD) −0.87%
2025 +22.73%
2024 +24.68%
2023 +27.27%
2022 −24.68%
2021 +6.02%
2020 +15.01%
2019 +33.71%
2018 −5.33%
2017 +26.87%
2016 −1.39%
2015 −5.89%
2014 +12.97%
2013 +29.99%
2012 +15.10%
2011 −7.03%
2010 +10.24%
2009 +28.38%
2008 −38.88%
2007 +5.27%
2006 +15.10%
2005 −1.17%
2004 +9.55%
2003 +22.91%
2002 −22.53%
2001 −25.92%
2000 −1.82%
1999 +32.81%
1998 +17.51%
1997 +30.79%
1996 +12.67%
1995 +26.37%
1994 −12.45%
1993 −5.38%
1992 +11.06%
1991 +36.09%
1990 −8.27%
1989 +4.39%
1988 −2.15%
1987 −10.80%
1986 +21.15%
1985 +26.32%
1984 −9.90%
1983 −0.89%
1982 +10.66%
1981 −14.52%
1980 +33.11%

Drawdowns

Mon 1980-03-17? to Fri 2026-03-06 Current
Drawdown
Worst
Drawdown
ADX
×
−2.90% −64.84%
2009-03-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund