Performance analysis of ADX (Adams Diversified Equity Fund)
Annual Return
Over the past 3 years, ADX has had an average annual return of +27.43%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, ADX has had an average annual return of +17.30%, outperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, ADX has had an average annual return of +18.29%, outperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 1, 1999, ADX has had an average annual return of +7.69%, underperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.25% | +26.05% | +28.38% | +31.44% | -19.83% | +29.74% | +17.27% | +36.63% | -3.59% | +29.55% | +7.03% | +0.43% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +13.65% | +31.77% | +16.97% | -4.48% | +11.63% | +31.89% | -38.70% | +9.56% | +17.95% | +1.59% | +12.98% | +25.27% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -20.94% | -24.88% | -32.54% | +16.55% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.62% | -0.30% | -5.48% | +11.84% | +6.21% | +0.20% | +2% | +16.25% | |||||
| 2025 | +3.81% | -1.95% | -5.52% | +1.77% | +8.38% | +6.22% | +1.59% | +0.42% | +2.81% | +4.39% | -0.65% | +2.87% | +26.05% |
| 2024 | +2.54% | +5.40% | +2.25% | -3.33% | +8.59% | +5.14% | -0.04% | +1.70% | +0.84% | +0.46% | +4.08% | -1.80% | +28.38% |
| 2023 | +7.02% | -1.10% | +1.37% | +1.22% | +0.45% | +6.66% | +5.29% | -0.10% | -5.62% | -2.76% | +12.07% | +4.42% | +31.44% |
| 2022 | -5.00% | -2.93% | +3.30% | -8.84% | -0.89% | -7.65% | +8.48% | -3.15% | -9.33% | +7.41% | +5.35% | -6.43% | -19.83% |
| 2021 | -0.87% | +2.91% | +3.81% | +5.15% | +0.73% | +2.49% | +1.62% | +3.79% | -4.81% | +7.12% | +1.96% | +2.92% | +29.74% |
| 2020 | +0.57% | -8.89% | -12.45% | +12.55% | +4.40% | +1.15% | +5.16% | +7.86% | -3.86% | -4.01% | +13.35% | +3.66% | +17.27% |
| 2019 | +8.72% | +3.36% | +2.20% | +5.40% | -4.42% | +6.69% | +3.30% | -2.75% | +2.26% | +1.64% | +4.27% | +1.68% | +36.63% |
| 2018 | +5.78% | -3.26% | -3.65% | +0.75% | +2.62% | +1.32% | +2.91% | +4.42% | +0.91% | -7.98% | +4.68% | -10.63% | -3.59% |
| 2017 | +3.30% | +4.12% | +0.95% | +2.18% | +1.71% | +0.35% | +3.43% | +0.27% | +2.98% | +2.70% | +3.18% | +1.08% | +29.55% |
Drawdown analysis of ADX (Adams Diversified Equity Fund)
The maximum drawdown for the ADX was -71.51%, occurring on Mar 9, 2009. Recovery took 1957 trading sessions.
The current ADX drawdown is -0.53%.
Since Nov 1, 1999 ADX has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 5 times
- 20% or more: 6 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -71.51% | Sep 5, 2000 | 2137 | Mar 9, 2009 | 1957 | Dec 13, 2016 | 4094 |
| -37.17% | Feb 19, 2020 | 23 | Mar 23, 2020 | 108 | Aug 25, 2020 | 131 |
| -36.67% | Feb 8, 2000 | 8 | Feb 18, 2000 | 9 | Mar 3, 2000 | 17 |
| -34.19% | Jan 19, 2000 | 12 | Feb 4, 2000 | 2 | Feb 8, 2000 | 14 |
| -33.69% | Mar 23, 2000 | 1 | Mar 24, 2000 | 2 | Mar 28, 2000 | 3 |
| -25.07% | Dec 29, 2021 | 200 | Oct 14, 2022 | 278 | Nov 22, 2023 | 478 |
| -18.73% | Sep 27, 2018 | 60 | Dec 24, 2018 | 69 | Apr 4, 2019 | 129 |
| -18.29% | Feb 18, 2025 | 34 | Apr 7, 2025 | 36 | May 29, 2025 | 70 |
| -10.16% | Feb 2, 2026 | 39 | Mar 30, 2026 | 7 | Apr 9, 2026 | 46 |
| -10.01% | Mar 31, 2000 | 38 | May 25, 2000 | 29 | Jul 7, 2000 | 67 |
| -9.85% | Jan 26, 2018 | 44 | Apr 2, 2018 | 79 | Jul 24, 2018 | 123 |
| -9.59% | Sep 2, 2020 | 41 | Oct 30, 2020 | 10 | Nov 13, 2020 | 51 |
| -9.25% | Jul 16, 2024 | 18 | Aug 9, 2024 | 62 | Nov 6, 2024 | 80 |
| -5.90% | Sep 3, 2021 | 20 | Oct 4, 2021 | 15 | Oct 25, 2021 | 35 |
| -5.79% | Mar 28, 2024 | 15 | Apr 19, 2024 | 13 | May 8, 2024 | 28 |
| -5.67% | Jul 30, 2019 | 18 | Aug 23, 2019 | 43 | Oct 24, 2019 | 61 |
| -5.32% | May 6, 2019 | 19 | Jun 3, 2019 | 6 | Jun 11, 2019 | 25 |
| -5.19% | Jun 2, 2026 | 6 | Jun 10, 2026 | 16 | Jul 6, 2026 | 22 |
| -4.39% | Nov 22, 2021 | 19 | Dec 20, 2021 | 4 | Dec 27, 2021 | 23 |
| -4.20% | Jul 20, 2000 | 6 | Jul 28, 2000 | 10 | Aug 11, 2000 | 16 |
| -4.18% | May 7, 2021 | 3 | May 12, 2021 | 13 | Jun 1, 2021 | 16 |
| -3.94% | Nov 18, 1999 | 8 | Dec 1, 1999 | 4 | Dec 7, 1999 | 12 |
| -3.87% | Feb 16, 2021 | 12 | Mar 4, 2021 | 7 | Mar 15, 2021 | 19 |
| -3.87% | Dec 5, 2025 | 8 | Dec 17, 2025 | 5 | Dec 24, 2025 | 13 |
| -3.76% | Jan 20, 2021 | 7 | Jan 29, 2021 | 5 | Feb 5, 2021 | 12 |