SCHL vs. ADX
SCHL (Scholastic Corporation) 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, SCHL returned 1.98%/yr vs 18.30%/yr for ADX. Their 0.35 correlation means their historical movements had little consistent relationship.
Performance
SCHL vs. ADX - Performance Comparison
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Returns By Period
In the year-to-date period, SCHL achieves a 38.66% return, which is significantly higher than ADX's 16.11% return. Over the past 10 years, SCHL has underperformed ADX with an annualized return of 1.98%, while ADX has yielded a comparatively higher 18.30% annualized return.
SCHL
- 1D
- -2.84%
- 1M
- -12.41%
- 6M
- 16.82%
- YTD
- 38.66%
- 1Y
- 67.10%
- 3Y*
- 0.06%
- 5Y*
- 6.34%
- 10Y*
- 1.98%
- ALL TIME*
- 4.35%
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 | |
| $19.27M | $15.77M | $14.66M |
SCHL vs. ADX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCHL Scholastic Corporation | 38.66% | 43.96% | -42.00% | -2.52% | 0.48% | 62.97% | -33.43% | -3.00% | 1.86% | -14.30% |
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 SCHL and ADX is 0.13, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.13 |
Correlation (3Y) Balances recent behavior with more history. | 0.22 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.28 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.34 |
Correlation (All Time) Calculated using the full available price history since Feb 25, 1992 | 0.35 |
Over the past year, the correlation between SCHL and ADX has dropped to 0.13 - well below their long-term average of 0.35, suggesting their price drivers have been diverging.
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Return for Risk
SCHL vs. ADX — Risk / Return Rank
SCHL
ADX
SCHL vs. ADX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Scholastic Corporation (SCHL) 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.
| SCHL | ADX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.32 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 4.89 | 2.76 | +2.14 |
| Martin ratioReturn relative to average drawdown | 17.56 | 13.65 | +3.91 |
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Drawdowns
SCHL vs. ADX - Drawdown Comparison
The maximum SCHL drawdown since its inception was -83.12%, which is greater than ADX's maximum drawdown of -71.60%. Use the drawdown chart below to compare losses from any high point for SCHL and ADX.
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Drawdown Indicators
| SCHL | ADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.12% | -71.60% | -11.52% |
Max Drawdown (1Y)Largest decline over 1 year | -14.17% | -10.16% | -4.01% |
Max Drawdown (3Y)Largest decline over 3 years | -63.84% | -18.29% | -45.55% |
Max Drawdown (5Y)Largest decline over 5 years | -64.52% | -25.07% | -39.45% |
Max Drawdown (10Y)Largest decline over 10 years | -64.52% | -37.17% | -27.35% |
Current DrawdownCurrent decline from peak | -14.13% | -1.32% | -12.81% |
Average DrawdownAverage peak-to-trough decline | -30.79% | -22.06% | -8.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.94% | 2.05% | +1.89% |
Volatility
SCHL vs. ADX - Volatility Comparison
Scholastic Corporation (SCHL) has a higher volatility of 10.56% compared to Adams Diversified Equity Fund, Inc. (ADX) at 4.93%. This indicates that SCHL'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
| SCHL | ADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.56% | 4.93% | +5.63% |
Volatility (6M)Calculated over the trailing 6-month period | 24.35% | 11.88% | +12.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.88% | 14.86% | +21.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.57% | 17.49% | +24.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.52% | 18.07% | +19.45% |
Dividends
SCHL vs. ADX - Dividend Comparison
SCHL's dividend yield for the trailing twelve months is around 1.97%, 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% |
SCHL Scholastic Corporation | 1.97% | 2.70% | 3.75% | 2.12% | 1.77% | 1.50% | 2.40% | 1.56% | 1.49% | 1.50% | 1.26% | 1.56% |
Frequently Asked Questions
SCHL and ADX have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SCHL has higher volatility (10.56%) compared to ADX (4.93%). In terms of maximum drawdown, SCHL dropped -83.12% vs ADX's -71.60%.
SCHL currently has the higher Sharpe Ratio (1.93 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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