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ADX: Adams Express (CEF)
Basic Info 16.64 0.15(0.91%) October 20
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (10%) |
| Start Date: | 03/17/1980 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 10/19/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.1 | 5.5 | 4.5 | 2.5 | 4.6 | 5.1 | 1.8 | 2.0 | 25.0 | -16.0 | 18.3 | -0.9 | -6.2 | 4.7 | 23.4 | 9.9 | -10.2 | 6.3 | 25.8 | -43.1 | 1.8 | 10.5 | -4.3 | 5.7 | 17.4 | -25.7 | -32.3 | -6.1 | 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 |
| SR | NA | 0.2 | 0.15 | 0.07 | 0.19 | 0.25 | NA | -0.04 | 0.13 | -1.8 | -0.09 | -2.39 | -1.62 | -1.05 | 0.42 | -0.7 | -1.2 | -0.68 | 0.27 | -1.72 | -1.22 | -1.11 | -2.4 | -1.24 | -0.12 | -2.04 | -2.14 | -1.31 | 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 |
| DD(%) | NA | 37.2 | 37.5 | 37.7 | 37.7 | 37.7 | NA | 77.6 | 8.3 | 28.5 | 7.3 | 13.8 | 13.0 | 11.1 | 6.9 | 12.2 | 23.5 | 18.9 | 29.2 | 49.0 | 15.4 | 7.9 | 6.2 | 8.6 | 11.2 | 30.9 | 39.4 | 25.1 | 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 |
| SD(%) | NA | 37.8 | 34.4 | 24.6 | 20.6 | 18.3 | NA | 20.7 | 13.2 | 20.9 | 10.3 | 14.6 | 15.2 | 13.2 | 11.5 | 12.5 | 23.9 | 18.1 | 26.5 | 36.3 | 16.7 | 10.7 | 10.6 | 11.2 | 15.2 | 22.3 | 25.4 | 22.3 | 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 |
| TR | NA | 0.08 | 0.05 | 0.02 | 0.04 | 0.05 | NA | -0.01 | 0.02 | -0.4 | -0.01 | -0.38 | -0.31 | -0.16 | 0.06 | -0.11 | -0.3 | -0.13 | 0.08 | -0.77 | -0.24 | -0.14 | -0.33 | -0.19 | 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 | -0.02 | -0.05 | -0.03 | -0.03 | -0.03 | NA | 0.0 | -0.01 | -0.06 | -0.01 | -0.05 | -0.04 | -0.03 | -0.02 | -0.02 | -0.05 | -0.03 | 0.0 | -0.09 | -0.03 | -0.02 | -0.05 | -0.02 | 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 | 0.95 | 0.95 | 0.93 | 0.92 | 0.91 | NA | 0.87 | 0.81 | 0.93 | 0.8 | 0.92 | 0.8 | 0.88 | 0.78 | 0.82 | 0.96 | 0.94 | 0.89 | 0.81 | 0.83 | 0.83 | 0.76 | 0.74 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.92 | 0.88 | 0.78 | 0.76 | 0.76 | NA | 0.28 | 0.6 | 0.61 | 0.28 | 0.7 | 0.66 | 0.6 | 0.57 | 0.72 | 0.91 | 0.9 | 0.83 | 0.84 | 0.62 | 0.63 | 0.55 | 0.51 | 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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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
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Best ETFs
- XLG (Guggenheim Russell Top 50 Mega Cap ETF) 0.46% (99%)
- IWL (iShares Russell Top 200) 0.40% (99%)
- MGC (Vanguard Mega Cap ETF) 0.34% (96%)
- MOAT (Market Vectors Mstar Wide Moat ETF) 0.05% (95%)
- VV (Vanguard Large-Cap ETF) 0.39% (93%)
- VIG (Vanguard Dividend Appreciation ETF) 0.38% (93%)
- SCHX (Schwab US Large-Cap ETF) 0.30% (91%)
- VONE (Vanguard Russell 1000 ETF) 0.40% (91%)
- DSI (iShares MSCI KLD 400 Social) 0.45% (90%)
- VTHR (Vanguard Russell 3000 ETF) 0.45% (90%)
Best Closed End Funds
- USA (Liberty All-Star Equity) 0.99% (64%)
- GAB (Gabelli Equity) 4.19% (29%)
- ETY (Eaton Vance Tax-Managed Divrs Equity Inc) 1.09% (27%)
- ADX (Adams Express) 0.91% (10%)
- JTD (Nuveen Tax-Advantaged Dividend Growth Fd) 0.62% (8%)
- GGT (Gabelli Global Multimedia) 0.61% (8%)
- FFA (First Trust Enhanced Equity Income) 0.66% (5%)
- GRF (Eagle Capital Growth) 0.57% (4%)
- CRF (Cornerstone Total Return Fund) 0.37% (2%)
- ETB (Eaton Vance Tax-Managed Buy-Write Income) 0.22% (2%)
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