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 2017-12-29?
ADX
×
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Returns

Mon 1980-03-17? to Fri 2017-12-29? Overall
Return
Exponential
Trendline
ADX
×
+655.68%
+5.50%/yr
+4.90%/yr
(R2=0.872)
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Growth of $10,000

Mon 1980-03-17? to Fri 2017-12-29? Start
Value
End
Value
ADX
×
$10,000.00
1980-03-17
$75,568.18
2017-12-29
Adams Diversified Equity Closed Fund NYSE Mutual Fund

Annual Returns

Year ADX
2025 (YTD) +2.34%
2024 +24.73%
2023 +27.16%
2022 −24.67%
2021 +6.07%
2020 +15.01%
2019 +33.66%
2018 −5.36%
2017 +26.89%
2016 −1.39%
2015 −5.89%
2014 +12.98%
2013 +29.99%
2012 +15.10%
2011 −7.04%
2010 +10.24%
2009 +28.38%
2008 −38.88%
2007 +5.29%
2006 +15.09%
2005 −1.15%
2004 +9.53%
2003 +22.93%
2002 −22.53%
2001 −25.92%
2000 −1.82%
1999 +32.80%
1998 +17.51%
1997 +30.80%
1996 +12.67%
1995 +26.38%
1994 −12.45%
1993 −5.40%
1992 +11.03%
1991 +36.17%
1990 −8.26%
1989 +4.33%
1988 −2.10%
1987 −10.81%
1986 +21.16%
1985 +26.27%
1984 −10.53%
1983 −0.90%
1982 +10.67%
1981 −14.56%
1980 +33.17%

Drawdowns

Mon 1980-03-17? to Fri 2017-12-29? Final
Drawdown
Worst
Drawdown
ADX
×
−0.47% −64.84%
2009-03-09
Adams Diversified Equity Closed Fund NYSE Mutual Fund