ADX vs. FXAIX

In the year-to-date period, ADX achieves a -0.04% return, which is significantly higher than FXAIX's -3.38% return. Over the past 10 years, ADX has underperformed FXAIX with an annualized return of 10.85%, while FXAIX has yielded a comparatively higher 12.25% annualized return.

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ADX has a 0.59% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Adams Diversified Equity Fund, Inc. (ADX) and Fidelity 500 Index Fund (FXAIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current ADX Sharpe Ratio is 0.78, which is higher than the FXAIX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of ADX and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ADX's dividend yield for the trailing twelve months is around 17.54%, more than FXAIX's 1.32% yield.

The maximum ADX drawdown since its inception was -56.82%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for ADX and FXAIX. For additional features, visit the drawdowns tool.