ADX
Adams Diversified Equity
$18.83
0.02 (0.11%)
Currency in USD / Last Updated: 4/24/2024
| Category | Large Cap |
|---|---|
| Market Cap | 2335.187M |
| 52 Week High | 19.52 |
| 52 Week Low | 14.232 |
Customize MutualFund.com
Log in or sign up to get started.
Overview
| 52 Week High | 19.52 |
|---|---|
| 52 Week Low | 14.23 |
| Market Cap | 2,335.19M |
| Shares Outstanding | 124.01M |
| Income Dividend Yield | 0.69% |
| Long Term Dividend Yield | 6.05% |
| Short Term Dividend Yield | 0.16% |
| 52 Week Yield (All) | 6.90% |
Returns Annualized
| One Day | 30.75% |
|---|---|
| Five Days | 27.34% |
| One Months | -33.42% |
| Three Months | 18.67% |
| Six Months | 51.12% |
| Nine Months | 22.64% |
| One Year | 29.89% |
| Three Years | 9.56% |
| Five Years | 14.20% |
| Ten Years | 13.46% |
| YTD | 22.67% |
| Since Inception | 10.66% |
Returns Total
| One Day | 0.11% |
|---|---|
| Five Days | 0.48% |
| One Month | -3.49% |
| Three Months | 4.37% |
| Six Months | 22.70% |
| Nine Months | 16.62% |
| One Year | 29.85% |
| Three Years | 31.42% |
| Five Years | 94.00% |
| Ten Years | 252.42% |
| YTD | 6.61% |
| Since Inception | 3,577.73% |
Yearly Returns
| 2024 | 6.61% |
|---|---|
| 2023 | 31.44% |
| 2022 | -19.84% |
| 2021 | 29.59% |
| 2020 | 16.59% |
| 2019 | 36.63% |
| 2018 | -3.59% |
| 2017 | 29.55% |
| 2016 | 7.03% |
| 2015 | 0.50% |
Risk against SP-DA
| Alpha | 4.52% |
|---|---|
| Beta | 1.04 |
| Correlation | 97.76% |
| Downside Deviation | 2.70% |
| Coefficient of determination | 95.56% |
| Standard Deviation | 3.66% |
| Sharpe Ratio | 0.42 |
| Sortino | 1.98 |
| Treynor | 23.49 |
| Ulcer Index | 2.66 |
| Ulcer Performance Index | 2.01 |