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Performance analysis of Adamas Trust (ADAM)

Annual Return

Over the past 3 years, ADAM has had an average annual return of +8.38%, underperforming the benchmark SPY, which returned +22.77% annual.

Over the past 5 years, ADAM has had an average annual return of -1.34%, underperforming the benchmark SPY, which returned +14% annual.

Over the past 10 years, ADAM has had an average annual return of +2.33%, underperforming the benchmark SPY, which returned +15.53% annual.

Since Jul 26, 2004, ADAM has had an average annual return of -4.33%, underperforming the benchmark SPY, which returned +11.33% annual.

202620252024202320222021202020192018201720162015
+27.96%+36.39%-19.39%-5.26%-20.77%+10.66%-36.12%+20.31%+8.90%+6%+45.96%-19.89%
20142013201220112010200920082007200620052004
+26.65%+29.01%+2.24%+19.09%+12.40%+288.64%-71.77%-70.70%-47.52%-34.56%+27.09%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+9.59%+3.01%-7.81%+22.02%+2.44%-1.63%+27.96%
2025-0.50%+16.28%-4.56%-9.56%+11.21%+5.79%-5.51%+14.06%-0.33%-4.29%+14.25%-1.16%+36.39%
2024-8.07%-8.05%+2.71%-4.86%-13.12%+1.49%+10.97%+2.93%-2.09%-8.86%+6.43%+2.01%-19.39%
2023+21.87%-14.44%-2.55%+3.21%-4.95%+4.57%+2.32%-6.21%-7.85%-8.25%+12.85%-0.73%-5.26%
2022+0.81%-6.39%+6.92%-11.78%-5.90%-5.64%+13.77%-10.81%-12.92%+14.95%+4.46%-5.53%-20.77%
2021+1.11%+11.79%+9.62%+2.68%-1.52%+1.08%-2.23%+1.14%-1.40%+3.06%-15.04%+2.36%+10.66%
2020+1.92%-10.23%-72.82%+40.73%-4.60%+27.87%+0.37%+0.78%-0.45%-0.41%+38.38%+7.82%-36.12%
2019+6.64%-4.47%+4.85%+3.45%-4.13%+5.98%-1.45%+0.66%+2.31%+2.80%-0.48%+3.22%+20.31%
2018-7.61%-3.34%+11.29%+2.17%+1.65%+0.87%+3.33%+3.06%-1.86%+0.97%+0.98%-1.85%+8.90%
2017-2.89%-1.24%+0.60%+3.90%-2.96%+3.14%+1.60%-0.94%+1.40%-1.94%+6.14%-0.54%+6%

Drawdown analysis of Adamas Trust (ADAM)

The maximum drawdown for the ADAM was -97.94%, occurring on Nov 20, 2008. This drawdown has not yet recovered.

The current ADAM drawdown is -70.16%.

Since Jul 26, 2004 ADAM has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 1 time
  • 20% or more: 1 time
  • 10% or more: 1 time
DepthStartTo BottomBottomTo RecoverEndTotal
-97.94%Feb 2, 2005958Nov 20, 2008OngoingOngoingOngoing
-7.09%Sep 16, 200431Oct 29, 200422Dec 1, 200453
-4.58%Jul 26, 200417Aug 18, 20049Aug 31, 200426
-2.90%Dec 31, 200417Jan 26, 20055Feb 2, 200522
-1.94%Dec 14, 20041Dec 15, 20044Dec 21, 20045
-1.70%Dec 1, 20041Dec 2, 20046Dec 10, 20047
-1.45%Sep 8, 20041Sep 9, 20045Sep 16, 20046
-0.91%Dec 23, 20041Dec 27, 20043Dec 30, 20044
-0.65%Sep 1, 20041Sep 2, 20041Sep 3, 20042