ADX
Adams Diversified Equity
$21.96
-0.04 (-0.18%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 2723.352M |
| 52 Week High | 22.01 |
| 52 Week Low | 14.749 |
Customize MutualFund.com
Log in or sign up to get started.
Overview
| 52 Week High | 22.01 |
|---|---|
| 52 Week Low | 14.75 |
| Market Cap | 2,723.35M |
| Shares Outstanding | 124.01M |
| Income Dividend Yield | 0.59% |
| Long Term Dividend Yield | 5.19% |
| Short Term Dividend Yield | 0.14% |
| 52 Week Yield (All) | 5.92% |
Returns Annualized
| One Day | -36.81% |
|---|---|
| Five Days | 242.99% |
| One Months | 111.99% |
| Three Months | 70.82% |
| Six Months | 60.93% |
| Nine Months | 58.16% |
| One Year | 41.53% |
| Three Years | 13.68% |
| Five Years | 16.91% |
| Ten Years | 14.56% |
| YTD | 53.32% |
| Since Inception | 11.08% |
Returns Total
| One Day | -0.18% |
|---|---|
| Five Days | 2.47% |
| One Month | 6.14% |
| Three Months | 14.07% |
| Six Months | 26.35% |
| Nine Months | 40.47% |
| One Year | 41.48% |
| Three Years | 46.64% |
| Five Years | 117.97% |
| Ten Years | 287.99% |
| YTD | 24.64% |
| Since Inception | 4205.88% |
Yearly Returns
| 2024 | 24.64% |
|---|---|
| 2023 | 31.44% |
| 2022 | -19.84% |
| 2021 | 29.60% |
| 2020 | 16.59% |
| 2019 | 36.63% |
| 2018 | -3.58% |
| 2017 | 29.55% |
| 2016 | 7.03% |
| 2015 | 0.50% |
Risk against SP-DA
| Alpha | 10.29% |
|---|---|
| Beta | 1.11 |
| Correlation | 96.05% |
| Downside Deviation | 2.87% |
| Coefficient of determination | 92.26% |
| Standard Deviation | 3.71% |
| Sharpe Ratio | 1 |
| Sortino | 4.46 |
| Treynor | 32.62 |
| Ulcer Index | 2.69 |
| Ulcer Performance Index | 4.76 |