All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Fri 1993-01-29💬 to Fri 2026-08-21 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+1,252.99%
+8.07%/yr |
+6.33%/yr
R2=0.850 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| ADX × |
+807.35%
+6.79%/yr |
+5.39%/yr
R2=0.828 |
||||
| Adams Diversified Equity Closed Fund NYSE Mutual Fund | ||||||
| Fri 1993-01-29💬 to Fri 2026-08-21 |
Start
Value |
End
Value |
|---|---|---|
| SPY × |
$10,000.00
1993-01-29 |
$135,299.42
2026-08-21 |
| ADX × |
$10,000.00
1993-01-29 |
$90,735.00
2026-08-21 |
| YTD | YoY | |
|---|---|---|
| SPY × | +9.35% | +17.86% |
| ADX × | +13.97% | +26.62% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SPY × |
−1.63%
on 2026-08-21 from 2026-08-13 peak |
−58.56%
on 2009-03-09 from 2000-03-24 peak |
| ADX × |
−2.38%
on 2026-08-21 from 2026-08-12 peak |
−64.85%
on 2009-03-09 from 2000-09-05 peak |
| Period ending Fri 2026-08-21 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SPY × | +17.86% |
+31.54% +14.69%/yr |
+65.81% +18.36%/yr |
+51.01% +8.59%/yr |
+196.05% +11.46%/yr |
| ADX × | +26.62% |
+45.17% +20.48%/yr |
+93.37% +24.58%/yr |
+57.00% +9.44%/yr |
+215.29% +12.17%/yr |
| Year | SPY | ADX |
|---|---|---|
| 2026 (YTD) | +9.35% | +13.97% |
| 2025 | +14.65% | +22.74% |
| 2024 | +21.39% | +24.71% |
| 2023 | +22.09% | +27.23% |
| 2022 | −23.15% | −24.69% |
| 2021 | +20.27% | +6.04% |
| 2020 | +16.74% | +15.00% |
| 2019 | +28.29% | +33.70% |
| 2018 | −6.35% | −5.38% |
| 2017 | +19.19% | +26.93% |
| 2016 | +9.73% | −1.39% |
| 2015 | +0.50% | −5.89% |
| 2014 | +12.61% | +12.98% |
| 2013 | +30.35% | +29.98% |
| 2012 | +14.01% | +15.10% |
| 2011 | −1.04% | −7.04% |
| 2010 | +13.36% | +10.24% |
| 2009 | +23.01% | +28.39% |
| 2008 | −36.85% | −38.89% |
| 2007 | +1.01% | +5.28% |
| 2006 | +13.00% | +15.09% |
| 2005 | +1.35% | −1.16% |
| 2004 | +7.21% | +9.53% |
| 2003 | +25.82% | +22.93% |
| 2002 | −23.40% | −22.53% |
| 2001 | −13.10% | −25.92% |
| 2000 | −12.70% | −1.82% |
| 1999 | +17.24% | +32.80% |
| 1998 | +26.65% | +17.50% |
| 1997 | +31.24% | +30.79% |
| 1996 | +18.63% | +12.68% |
| 1995 | +34.61% | +26.38% |
| 1994 | −2.22% | −12.46% |
| 1993 | +6.22% | −5.40% |
| 1992 | — | +11.06% |
| 1991 | — | +36.16% |
| 1990 | — | −8.28% |
| 1989 | — | +4.36% |
| 1988 | — | −2.11% |
| 1987 | — | −10.80% |
| 1986 | — | +21.14% |
| 1985 | — | +26.26% |
| 1984 | — | −9.87% |
| 1983 | — | −0.88% |
| 1982 | — | +10.66% |
| 1981 | — | −14.56% |
| 1980 | — | +33.16% |
