PEBO vs. ADX

Last updated Apr 1, 2026

Compare and contrast key facts about Peoples Bancorp Inc. (PEBO) and Adams Diversified Equity Fund, Inc. (ADX).

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

Performance

PEBO vs. ADX - Performance Comparison

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

PEBO vs. ADX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
PEBO Peoples Bancorp Inc.	10.85%	0.13%	-1.01%	26.45%	-6.61%	22.84%	-17.32%	20.00%	-4.75%	3.13%
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, PEBO achieves a 10.85% return, which is significantly higher than ADX's -4.23% return. Over the past 10 years, PEBO has underperformed ADX with an annualized return of 10.13%, while ADX has yielded a comparatively higher 16.41% annualized return.

PEBO

• 1D: 1.20%
• 1M: 1.86%
• YTD: 10.85%
• 6M: 12.60%
• 1Y: 17.15%
• 3Y*: 14.60%
• 5Y*: 5.20%
• 10Y*: 10.13%

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

PEBO vs. ADX — Risk / Return Rank

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

PEBO

PEBO Risk / Return Rank: 63
PEBO Sharpe Ratio Rank: 65
PEBO Sortino Ratio Rank: 57
PEBO Omega Ratio Rank: 57
PEBO Calmar Ratio Rank: 69
PEBO Martin Ratio Rank: 68

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.

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.

	PEBO	ADX	Difference
Sharpe ratio Return per unit of total volatility	0.69	1.38	-0.69
Sortino ratio Return per unit of downside risk	1.08	2.06	-0.98
Omega ratio Gain probability vs. loss probability	1.14	1.29	-0.15
Calmar ratio Return relative to maximum drawdown	1.33	2.33	-1.00
Martin ratio Return relative to average drawdown	3.08	10.84	-7.75
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PEBO vs. ADX - Sharpe Ratio Comparison

The current PEBO Sharpe Ratio is 0.69, which is lower than the ADX Sharpe Ratio of 1.38. The chart below compares the historical Sharpe Ratios of PEBO 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

	PEBO	ADX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.69	1.38	-0.69
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.20	0.86	-0.66
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.34	0.92	-0.58
Sharpe Ratio (All Time) Calculated using the full available price history	0.16	0.09	+0.07

Correlation

The correlation between PEBO and ADX is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

PEBO vs. ADX - Dividend Comparison

PEBO's dividend yield for the trailing twelve months is around 4.99%, less than ADX's 8.45% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PEBO Peoples Bancorp Inc.	4.99%	5.43%	5.02%	4.59%	5.31%	4.50%	5.06%	3.81%	3.72%	2.58%	1.97%	3.18%
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

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.

Drawdown Indicators

	PEBO	ADX	Difference
Max Drawdown Largest peak-to-trough decline	-74.33%	-71.60%	-2.73%
Max Drawdown (1Y) Largest decline over 1 year	-12.53%	-11.12%	-1.41%
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 Drawdown Current decline from peak	-3.83%	-6.53%	+2.70%
Average Drawdown Average peak-to-trough decline	-19.13%	-23.22%	+4.09%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.42%	2.39%	+3.03%

Volatility

PEBO vs. ADX - Volatility Comparison

The current volatility for Peoples Bancorp Inc. (PEBO) is 4.63%, while Adams Diversified Equity Fund, Inc. (ADX) has a volatility of 6.18%. This indicates that PEBO experiences smaller price fluctuations and is considered to be less risky than ADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PEBO	ADX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.63%	6.18%	-1.55%
Volatility (6M) Calculated over the trailing 6-month period	17.20%	10.53%	+6.67%
Volatility (1Y) Calculated over the trailing 1-year period	25.08%	18.63%	+6.45%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.39%	17.20%	+9.19%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.14%	17.95%	+12.19%