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ADX · Adams Diversified Equity Fund, Inc.
Over the last 15 years (2011-10 to 2026-10), $10,000 invested in ADX with dividends reinvested grew to $58,769, 12.46% a year, with a worst peak-to-trough fall of -24.28%. Past performance doesn't predict future results.
Growth of $10,000 · 2011-10 to 2026-10 · dividends reinvested
How ADX held up in past market crashes
ADX has been through 5 of the market crashes since 2000 in our data. Its deepest price fall was 63.2% in the Dot-com bust, when the S&P 500 fell 49.1%. Its price had not yet regained that high by the latest close (price only, not counting the dividends or interest it paid). No fund is safe from losses; past falls do not predict future ones.
| Crash | ADX deepest fall | S&P 500 (SPY) | Peak to bottom | Back to peak |
|---|---|---|---|---|
| Dot-com bust | -63.2% | -49.1% | Sep 2000 to Oct 2002 | Not yet |
| 2008 financial crisis | -60.6% | -56.5% | Oct 2007 to Mar 2009 | 8.6 years |
| 2018 fourth-quarter selloff | -28.5% | -20.2% | Sep 2018 to Dec 2018 | 20 months |
| 2020 COVID crash | -37.2% | -34.1% | Feb 2020 to Mar 2020 | 5 months |
| 2022 bear market | -25.7% | -25.4% | Jan 2022 to Oct 2022 | 19 months |
Price declines in the fund's listing currency, dividends not included, inside each crash's S&P 500 peak-to-bottom window. See how 50 popular ETFs compare in the crash study.
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.
Fund description from our market-data provider.
Put ADX to the test
Every tool below opens prefilled with ADX: free, no account needed.
Backtest ADX →
Full history, any date range, benchmarks, drawdowns, rolling returns.
Would ADX survive 2008? →
What actually happened to it in the crisis: real drawdown and recovery.
Project it forward →
Monte Carlo simulation of where it could go from here.
Compare ADX vs VTI →
Side by side with the total US market: returns, drawdowns and volatility over their shared history.
Replay $100/mo into ADX →
Animated growth of steady monthly contributions.
Fundamentals →
Holdings-level financials where available.
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.