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ADX: Adams Express (CEF)


Basic Info     19.19 0.11(0.58%) March 18

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Asset Class:LARGE BLEND
MyPlanIQ Rating: (95%)
Start Date:03/17/1980
Last Dividend Date:02/08/2024
12-Mo. Yield 7.50%
Expenses -
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Performance Analytics (As of 03/15/2024)

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Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
03/17/1980
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980
Annualized Return(%) 0.1 8.6 38.3 12.2 14.6 11.8 14.1 9.2 5.1 31.5 -19.9 29.3 11.2 36.8 -4.1 28.9 0.7 -5.2 13.8 31.9 17.1 -4.3 11.9 31.9 -38.8 9.6 18.0 2.2 13.1 25.3 -20.8 -24.7 -32.2 26.1 10.1 22.5 6.8 18.4 -12.6 -10.6 5.3 28.8 -5.6 5.9 -0.8 -22.2 -1.3 16.5 -7.0 2.9 14.9 -6.9 44.4
Sharpe Ratio NA 3.13 2.81 0.56 0.61 0.61 NA NA 0.11 2.01 -0.89 2.33 0.31 3.13 -0.33 4.09 0.03 -0.34 1.26 3.05 1.48 -0.19 0.66 1.21 -1.13 0.42 1.56 0.0 1.21 1.74 -0.99 -1.17 -0.83 1.54 0.32 1.15 0.25 1.13 -1.13 -0.77 0.22 1.37 -0.56 0.01 -0.26 -0.66 -0.2 0.63 -0.63 -0.16 0.24 -0.63 1.84
Draw Down(%) NA 2.9 10.3 25.2 37.2 37.2 NA NA 71.2 10.3 25.2 5.9 37.2 5.7 19.1 2.3 13.4 12.7 8.4 6.9 8.9 22.8 18.5 28.7 45.2 10.2 7.6 6.2 8.2 10.8 30.0 38.6 46.5 7.8 22.2 10.0 7.7 7.0 15.6 19.7 8.3 13.0 15.0 12.4 13.3 37.1 19.9 10.5 19.5 14.2 18.7 22.6 14.9
Standard Deviation(%) NA 13.3 12.6 17.4 21.3 17.8 NA NA 20.8 13.7 23.9 12.6 34.9 11.3 16.5 6.9 14.4 15.2 11.0 10.5 11.6 22.7 17.8 26.3 35.0 15.6 9.5 9.3 10.0 14.1 22.2 23.4 43.7 14.8 21.4 16.5 13.0 12.9 13.7 16.5 13.0 18.2 19.4 18.5 21.4 39.7 26.8 17.9 21.6 20.4 30.2 26.7 27.7
Treynor Ratio NA 0.42 0.38 0.1 0.14 0.12 NA NA 0.03 0.29 -0.23 0.33 0.11 0.43 -0.06 0.32 0.0 -0.07 0.15 0.39 0.21 -0.05 0.13 0.36 -0.5 0.08 0.18 0.0 0.18 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Alpha NA 0.01 0.02 0.01 0.0 0.0 NA NA 0.01 0.02 -0.01 0.02 -0.03 0.03 0.0 0.03 -0.04 -0.02 0.01 0.02 0.01 -0.02 -0.01 0.02 -0.05 0.01 0.02 -0.01 0.03 NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA
Beta NA 1.0 0.93 0.94 0.94 0.92 NA NA 0.88 0.94 0.95 0.89 0.95 0.82 0.91 0.89 0.92 0.8 0.89 0.81 0.82 0.94 0.94 0.89 0.79 0.84 0.83 0.78 0.69 NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA
RSquared NA 0.76 0.79 0.92 0.9 0.87 NA NA 0.31 0.83 0.96 0.9 0.9 0.83 0.89 0.74 0.72 0.66 0.87 0.74 0.82 0.95 0.92 0.84 0.86 0.72 0.8 0.75 0.53 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0

*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/17/1980

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