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ADX Adams Diversified Equity Fund, Inc.

Over the last 15 years (2011-082026-09), $10,000 invested in ADX with dividends reinvested grew to $54,10011.77% a year — with a worst peak-to-trough fall of -24.28%. Past performance doesn't predict future results.

Growth of $10,000 · 2011-082026-09 · dividends reinvested

CAGR (annualized return)
11.77%
Volatility (annualized)
15.62%
Worst drawdown
-24.28%
Sharpe ratio
0.69

About ADX

Adams Diversified Equity Fund, Inc. is a closed-end equity fund that seeks long-term capital appreciation through a broadly diversified portfolio of large-cap stocks. The fund is internally managed and focuses on sector-neutral exposure, giving investors access to a wide mix of high-quality U.S. companies across industries rather than concentrating in a single market segment. It also distributes income to shareholders on a regular basis, making it a notable option within the closed-end fund market for investors looking for diversified equity exposure and periodic payouts. Adams Diversified Equity Fund, Inc. is based in Baltimore, Maryland and operates as part of the Adams Funds platform.

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Educational use only — not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.

ADX — Adams Diversified Equity Fund, Inc.: returns, risk & backtest · Informed Portfolio