Adamas Trust, Inc (ADAM)

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Adamas Trust, Inc (ADAM) is up 24.4% since the beginning of the year. At $9 per share, ADAM is trading 5.7% below its 52-week high of $9. Investors who bought $1,000 worth of ADAM shares 5 years ago would now be looking at an investment worth $895.

Adamas Trust, Inc (ADAM) has returned 24.36% so far this year and 52.21% over the past 12 months. Over the last ten years, ADAM has returned 2.03% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since Jul 26, 2004, ADAM's average daily return is +0.03%, while the average monthly return is +0.45%. At this rate, an investment would double in approximately 12.9 years.

Historically, 53% of months were positive and 47% were negative. The best month was Mar 2009 with a return of +55.1%, while the worst month was Mar 2020 at -72.8%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, ADAM closed higher 48% of trading days. The best single day was Apr 8, 2020 with a return of +49.3%, while the worst single day was Mar 24, 2020 at -46.0%.

Adamas Trust, Inc has an annualized alpha of 1.40%, beta of 0.64, and R2 of 0.06 versus S&P 500 Index. Calculated based on daily prices since July 27, 2004.

• This stock participated in 143.02% of S&P 500 Index downside but only 82.35% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.64 may look defensive, but with R2 of 0.06 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.06 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

ADAM ranks 83 for risk / return — in the top 83% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Adamas Trust, Inc (ADAM) and compare them to S&P 500 Index.

Adamas Trust, Inc provided a 10.13% dividend yield over the last twelve months, with an annual payout of $0.89 per share.

The table displays the monthly dividend distributions for Adamas Trust, Inc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Adamas Trust, Inc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Adamas Trust, Inc was 97.94%, occurring on Nov 20, 2008. The portfolio has not yet recovered.

The current Adamas Trust, Inc drawdown is 71.02%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Adamas Trust, Inc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Adamas Trust, Inc is priced in the market compared to other companies in the REIT - Mortgage industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.