ADX vs. RSG
ADX (Adams Diversified Equity Fund, Inc.) is Large Cap Blend Equities fund actively managed by Adams Funds, while RSG (Republic Services, Inc.) is a stock. Over the past 10 years, ADX returned 18.40%/yr vs 17.62%/yr for RSG. At a 0.39 correlation, their price movements are largely independent.
Performance
ADX vs. RSG - Performance Comparison
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Returns By Period
In the year-to-date period, ADX achieves a 10.74% return, which is significantly higher than RSG's 1.36% return. Both investments have delivered pretty close results over the past 10 years, with ADX having a 18.40% annualized return and RSG not far behind at 17.62%.
ADX
- 1D
- -0.28%
- 1M
- -0.80%
- YTD
- 10.74%
- 6M
- 10.89%
- 1Y
- 26.85%
- 3Y*
- 27.51%
- 5Y*
- 16.38%
- 10Y*
- 18.40%
RSG
- 1D
- 2.14%
- 1M
- 2.23%
- YTD
- 1.36%
- 6M
- 0.76%
- 1Y
- -13.89%
- 3Y*
- 14.71%
- 5Y*
- 15.91%
- 10Y*
- 17.62%
ADX vs. RSG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ADX Adams Diversified Equity Fund, Inc. | 10.74% | 26.03% | 28.31% | 31.49% | -19.82% | 29.69% | 17.28% | 36.75% | -3.58% | 29.61% |
RSG Republic Services, Inc. | 1.36% | 6.44% | 23.03% | 29.64% | -6.16% | 47.03% | 9.53% | 26.62% | 8.85% | 20.96% |
Correlation
The correlation between ADX and RSG is -0.14, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Jul 1, 1998 | 0.39 |
The correlation between ADX and RSG shifts across timeframes, from -0.14 (1 year) to 0.39 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
ADX vs. RSG — Risk / Return Rank
ADX
RSG
ADX vs. RSG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Adams Diversified Equity Fund, Inc. (ADX) and Republic Services, Inc. (RSG). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ADX | RSG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.62 | ||
| Sortino ratioReturn per unit of downside risk | +3.65 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 0.89 | +0.43 |
| Calmar ratioReturn relative to maximum drawdown | 2.65 | -0.74 | +3.39 |
| Martin ratioReturn relative to average drawdown | 13.37 | -1.25 | +14.62 |
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Drawdowns
ADX vs. RSG - Drawdown Comparison
The maximum ADX drawdown since its inception was -71.60%, which is greater than RSG's maximum drawdown of -65.99%. Use the drawdown chart below to compare losses from any high point for ADX and RSG.
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Drawdown Indicators
| ADX | RSG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.60% | -65.99% | -5.61% |
Max Drawdown (1Y)Largest decline over 1 year | -10.16% | -18.94% | +8.78% |
Max Drawdown (3Y)Largest decline over 3 years | -18.29% | -22.54% | +4.25% |
Max Drawdown (5Y)Largest decline over 5 years | -25.07% | -22.54% | -2.53% |
Max Drawdown (10Y)Largest decline over 10 years | -37.17% | -34.02% | -3.15% |
Current DrawdownCurrent decline from peak | -3.12% | -16.33% | +13.21% |
Average DrawdownAverage peak-to-trough decline | -22.11% | -11.84% | -10.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 12.44% | -10.43% |
Volatility
ADX vs. RSG - Volatility Comparison
The current volatility for Adams Diversified Equity Fund, Inc. (ADX) is 4.80%, while Republic Services, Inc. (RSG) has a volatility of 6.69%. This indicates that ADX experiences smaller price fluctuations and is considered to be less risky than RSG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ADX | RSG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 6.69% | -1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 11.13% | 14.00% | -2.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.40% | 18.90% | -4.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.40% | 18.20% | -0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.05% | 19.11% | -1.06% |
Dividends
ADX vs. RSG - Dividend Comparison
ADX's dividend yield for the trailing twelve months is around 7.53%, more than RSG's 1.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADX Adams Diversified Equity Fund, Inc. | 7.53% | 7.93% | 12.38% | 7.34% | 7.36% | 15.35% | 6.54% | 9.00% | 15.85% | 9.18% | 7.79% | 7.17% |
RSG Republic Services, Inc. | 1.15% | 1.12% | 0.82% | 1.25% | 1.48% | 1.27% | 1.72% | 1.74% | 2.00% | 1.97% | 2.17% | 2.64% |
Frequently Asked Questions
ADX and RSG have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RSG has higher volatility (6.69%) compared to ADX (4.80%). In terms of maximum drawdown, ADX dropped -71.60% vs RSG's -65.99%.
ADX currently has the higher Sharpe Ratio (1.88 vs -0.74), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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