PEBO vs. ADX
PEBO (Peoples Bancorp Inc.) 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, PEBO returned 11.30%/yr vs 18.30%/yr for ADX. Their 0.33 correlation means their historical movements had little consistent relationship.
Performance
PEBO vs. ADX - Performance Comparison
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Returns By Period
In the year-to-date period, PEBO achieves a 42.22% return, which is significantly higher than ADX's 16.11% return. Over the past 10 years, PEBO has underperformed ADX with an annualized return of 11.30%, while ADX has yielded a comparatively higher 18.30% annualized return.
PEBO
- 1D
- 0.24%
- 1M
- 7.62%
- 6M
- 31.33%
- YTD
- 42.22%
- 1Y
- 56.13%
- 3Y*
- 20.30%
- 5Y*
- 12.67%
- 10Y*
- 11.30%
- ALL TIME*
- 7.29%
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 | |
| $15.98M | $12.27M | $9.65M |
PEBO vs. ADX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEBO Peoples Bancorp Inc. | 42.22% | 0.13% | -1.01% | 26.45% | -6.61% | 22.84% | -17.32% | 20.00% | -4.75% | 3.13% |
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 PEBO and ADX is 0.15, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.15 |
Correlation (3Y) Balances recent behavior with more history. | 0.27 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.35 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.39 |
Correlation (All Time) Calculated using the full available price history since Feb 11, 1993 | 0.33 |
The correlation between PEBO and ADX shifts across timeframes, from 0.15 (1 year) to 0.39 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
PEBO vs. ADX — Risk / Return Rank
PEBO
ADX
PEBO vs. ADX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Peoples Bancorp Inc. (PEBO) 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.
| PEBO | ADX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.47 | ||
| Sortino ratioReturn per unit of downside risk | +0.42 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.32 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 4.79 | 2.76 | +2.03 |
| Martin ratioReturn relative to average drawdown | 14.70 | 13.65 | +1.05 |
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Drawdowns
PEBO vs. ADX - Drawdown Comparison
The maximum PEBO drawdown since its inception was -74.33%, roughly equal to the maximum ADX drawdown of -71.60%. Use the drawdown chart below to compare losses from any high point for PEBO and ADX.
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Drawdown Indicators
| PEBO | ADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.33% | -71.60% | -2.73% |
Max Drawdown (1Y)Largest decline over 1 year | -11.23% | -10.16% | -1.07% |
Max Drawdown (3Y)Largest decline over 3 years | -24.53% | -18.29% | -6.24% |
Max Drawdown (5Y)Largest decline over 5 years | -25.41% | -25.07% | -0.34% |
Max Drawdown (10Y)Largest decline over 10 years | -48.96% | -37.17% | -11.79% |
Current DrawdownCurrent decline from peak | -1.35% | -1.32% | -0.03% |
Average DrawdownAverage peak-to-trough decline | -18.95% | -22.06% | +3.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.65% | 2.05% | +1.60% |
Volatility
PEBO vs. ADX - Volatility Comparison
Peoples Bancorp Inc. (PEBO) has a higher volatility of 6.39% compared to Adams Diversified Equity Fund, Inc. (ADX) at 4.93%. This indicates that PEBO'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
| PEBO | ADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.39% | 4.93% | +1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 14.63% | 11.88% | +2.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.88% | 14.86% | +8.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.31% | 17.49% | +8.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.12% | 18.07% | +12.05% |
Dividends
PEBO vs. ADX - Dividend Comparison
PEBO's dividend yield for the trailing twelve months is around 3.96%, 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% |
PEBO Peoples Bancorp Inc. | 3.96% | 5.43% | 5.02% | 4.59% | 5.31% | 4.50% | 5.06% | 3.81% | 3.72% | 2.58% | 1.97% | 3.18% |
Frequently Asked Questions
PEBO and ADX have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PEBO has higher volatility (6.39%) compared to ADX (4.93%). In terms of maximum drawdown, PEBO dropped -74.33% vs ADX's -71.60%.
PEBO currently has the higher Sharpe Ratio (2.36 vs 1.89), 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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