FIBK vs. ADX

Last updated Apr 1, 2026

Compare and contrast key facts about First Interstate BancSystem, Inc. (FIBK) and Adams Diversified Equity Fund, Inc. (ADX).

ADX is managed by Adams Funds. It was launched on Jan 2, 1990.

Performance

FIBK vs. ADX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Interstate BancSystem, Inc. (FIBK) and Adams Diversified Equity Fund, Inc. (ADX). The values are adjusted to include any dividend payments, if applicable.

FIBK vs. ADX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FIBK First Interstate BancSystem, Inc.	-2.29%	13.46%	12.94%	-14.79%	-0.78%	3.58%	3.20%	18.20%	-6.22%	-3.52%
ADX Adams Diversified Equity Fund, Inc.	-4.23%	26.03%	28.31%	31.49%	-19.82%	29.69%	17.28%	36.75%	-3.58%	29.61%

Returns By Period

In the year-to-date period, FIBK achieves a -2.29% return, which is significantly higher than ADX's -4.23% return. Over the past 10 years, FIBK has underperformed ADX with an annualized return of 6.42%, while ADX has yielded a comparatively higher 16.41% annualized return.

FIBK

• 1D: 1.77%
• 1M: -3.50%
• YTD: -2.29%
• 6M: 7.64%
• 1Y: 23.85%
• 3Y*: 10.89%
• 5Y*: -0.99%
• 10Y*: 6.42%

ADX

• 1D: 4.04%
• 1M: -5.48%
• YTD: -4.23%
• 6M: 2.17%
• 1Y: 25.55%
• 3Y*: 23.81%
• 5Y*: 14.65%
• 10Y*: 16.41%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

FIBK vs. ADX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FIBK

FIBK Risk / Return Rank: 65
FIBK Sharpe Ratio Rank: 66
FIBK Sortino Ratio Rank: 60
FIBK Omega Ratio Rank: 60
FIBK Calmar Ratio Rank: 70
FIBK Martin Ratio Rank: 72

ADX

ADX Risk / Return Rank: 83
ADX Sharpe Ratio Rank: 77
ADX Sortino Ratio Rank: 81
ADX Omega Ratio Rank: 77
ADX Calmar Ratio Rank: 88
ADX Martin Ratio Rank: 92

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FIBK vs. ADX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Interstate BancSystem, Inc. (FIBK) and Adams Diversified Equity Fund, Inc. (ADX). 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.

	FIBK	ADX	Difference
Sharpe ratio Return per unit of total volatility	0.70	1.38	-0.67
Sortino ratio Return per unit of downside risk	1.16	2.06	-0.90
Omega ratio Gain probability vs. loss probability	1.16	1.29	-0.13
Calmar ratio Return relative to maximum drawdown	1.42	2.33	-0.91
Martin ratio Return relative to average drawdown	3.80	10.84	-7.04
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FIBK vs. ADX - Sharpe Ratio Comparison

The current FIBK Sharpe Ratio is 0.70, which is lower than the ADX Sharpe Ratio of 1.38. The chart below compares the historical Sharpe Ratios of FIBK and ADX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	FIBK	ADX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.70	1.38	-0.67
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.03	0.86	-0.89
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.20	0.92	-0.72
Sharpe Ratio (All Time) Calculated using the full available price history	0.29	0.09	+0.20

Correlation

The correlation between FIBK and ADX is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

FIBK vs. ADX - Dividend Comparison

FIBK's dividend yield for the trailing twelve months is around 5.63%, less than ADX's 8.45% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FIBK First Interstate BancSystem, Inc.	5.63%	5.43%	5.79%	6.11%	4.40%	4.03%	4.91%	2.96%	3.06%	2.40%	2.07%	2.75%
ADX Adams Diversified Equity Fund, Inc.	8.45%	7.93%	12.38%	7.34%	7.36%	15.35%	6.54%	9.00%	15.85%	9.18%	7.79%	7.17%

Drawdowns

FIBK vs. ADX - Drawdown Comparison

The maximum FIBK drawdown since its inception was -52.45%, smaller than the maximum ADX drawdown of -71.60%. Use the drawdown chart below to compare losses from any high point for FIBK and ADX.

Drawdown Indicators

	FIBK	ADX	Difference
Max Drawdown Largest peak-to-trough decline	-52.45%	-71.60%	+19.15%
Max Drawdown (1Y) Largest decline over 1 year	-16.92%	-11.12%	-5.80%
Max Drawdown (5Y) Largest decline over 5 years	-50.90%	-25.07%	-25.83%
Max Drawdown (10Y) Largest decline over 10 years	-52.45%	-37.17%	-15.28%
Current Drawdown Current decline from peak	-13.31%	-6.53%	-6.78%
Average Drawdown Average peak-to-trough decline	-14.72%	-23.22%	+8.50%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.35%	2.39%	+3.96%

Volatility

FIBK vs. ADX - Volatility Comparison

First Interstate BancSystem, Inc. (FIBK) and Adams Diversified Equity Fund, Inc. (ADX) have volatilities of 6.16% and 6.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FIBK	ADX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.16%	6.18%	-0.02%
Volatility (6M) Calculated over the trailing 6-month period	21.63%	10.53%	+11.10%
Volatility (1Y) Calculated over the trailing 1-year period	34.06%	18.63%	+15.43%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	33.59%	17.20%	+16.39%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	32.98%	17.95%	+15.03%