OTCM vs. ADX
OTCM (Otc Markets Group) is a stock, while ADX (Adams Diversified Equity Fund, Inc.) is Large Cap Blend Equities fund actively managed by Adams Funds. Over the past 10 years, OTCM returned 17.29%/yr vs 18.30%/yr for ADX. Their 0.06 correlation means their historical movements had little consistent relationship.
Performance
OTCM vs. ADX - Performance Comparison
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Returns By Period
In the year-to-date period, OTCM achieves a 5.99% return, which is significantly lower than ADX's 16.11% return. Over the past 10 years, OTCM has underperformed ADX with an annualized return of 17.29%, while ADX has yielded a comparatively higher 18.30% annualized return.
OTCM
- 1D
- 0.94%
- 1M
- 4.47%
- 6M
- 1.04%
- YTD
- 5.99%
- 1Y
- -2.14%
- 3Y*
- 1.69%
- 5Y*
- 9.90%
- 10Y*
- 17.29%
- ALL TIME*
- 20.11%
ADX
- 1D
- 1.27%
- 1M
- 1.69%
- 6M
- 14.25%
- YTD
- 16.11%
- 1Y
- 30.61%
- 3Y*
- 26.36%
- 5Y*
- 17.06%
- 10Y*
- 18.30%
- ALL TIME*
- 8.64%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $8.83M | $7.82M | $6.92M | |
| $210.11K | $183.17K | $375.09K |
OTCM vs. ADX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OTCM Otc Markets Group | 5.99% | 5.08% | -4.43% | 2.06% | -0.01% | 85.79% | 0.99% | 25.17% | 4.17% | 32.32% |
ADX Adams Diversified Equity Fund, Inc. | 16.11% | 26.03% | 28.31% | 31.49% | -19.82% | 29.69% | 17.28% | 36.75% | -3.58% | 29.61% |
Correlation
The correlation between OTCM and ADX is 0.00, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.00 |
Correlation (3Y) Balances recent behavior with more history. | 0.02 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.05 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.05 |
Correlation (All Time) Calculated using the full available price history since Jan 21, 2011 | 0.06 |
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Return for Risk
OTCM vs. ADX — Risk / Return Rank
OTCM
ADX
OTCM vs. ADX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Otc Markets Group (OTCM) 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.
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.
| OTCM | ADX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.97 | ||
| Sortino ratioReturn per unit of downside risk | -2.60 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.32 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | -0.18 | 2.76 | -2.93 |
| Martin ratioReturn relative to average drawdown | -0.33 | 13.65 | -13.98 |
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Drawdowns
OTCM vs. ADX - Drawdown Comparison
The maximum OTCM drawdown since its inception was -39.87%, smaller than the maximum ADX drawdown of -71.60%. Use the drawdown chart below to compare losses from any high point for OTCM and ADX.
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Drawdown Indicators
| OTCM | ADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.87% | -71.60% | +31.73% |
Max Drawdown (1Y)Largest decline over 1 year | -13.68% | -10.16% | -3.52% |
Max Drawdown (3Y)Largest decline over 3 years | -24.48% | -18.29% | -6.19% |
Max Drawdown (5Y)Largest decline over 5 years | -25.80% | -25.07% | -0.73% |
Max Drawdown (10Y)Largest decline over 10 years | -39.87% | -37.17% | -2.70% |
Current DrawdownCurrent decline from peak | -6.43% | -1.32% | -5.11% |
Average DrawdownAverage peak-to-trough decline | -8.57% | -22.06% | +13.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.27% | 2.05% | +5.22% |
Volatility
OTCM vs. ADX - Volatility Comparison
Otc Markets Group (OTCM) has a higher volatility of 7.02% compared to Adams Diversified Equity Fund, Inc. (ADX) at 4.93%. This indicates that OTCM's price experiences larger fluctuations and is considered to be riskier than ADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OTCM | ADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.02% | 4.93% | +2.09% |
Volatility (6M)Calculated over the trailing 6-month period | 16.84% | 11.88% | +4.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.96% | 14.86% | +15.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.48% | 17.49% | +10.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.07% | 18.07% | +15.00% |
Dividends
OTCM vs. ADX - Dividend Comparison
OTCM's dividend yield for the trailing twelve months is around 5.04%, less than ADX's 7.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADX Adams Diversified Equity Fund, Inc. | 7.48% | 7.93% | 12.38% | 7.34% | 7.36% | 15.35% | 6.54% | 9.00% | 15.85% | 9.18% | 7.79% | 7.17% |
OTCM Otc Markets Group | 5.04% | 4.81% | 4.33% | 3.97% | 3.90% | 6.19% | 3.68% | 3.57% | 4.24% | 3.99% | 2.43% | 6.63% |
Frequently Asked Questions
OTCM and ADX have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OTCM has higher volatility (7.02%) compared to ADX (4.93%). In terms of maximum drawdown, OTCM dropped -39.87% vs ADX's -71.60%.
ADX currently has the higher Sharpe Ratio (1.89 vs -0.08), 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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