Adams Diversified Equity Fund Manager Performance Evaluation
| ADX Fund | USD 20.44 0.02 0.1% |
The fund shows a Beta (market volatility) of 0.83, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Adams Diversified's returns are expected to increase less than the market. However, during the bear market, the loss of holding Adams Diversified is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Adams Diversified Equity are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Adams Diversified is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Cornerstone Advisors LLC Cuts Stock Holdings in Adams Diversified Equity Fund, Inc. - MarketBeat | 09/18/2024 |
2 | Adams Diversified Equity Fund Sees Unusually-High Trading Volume - Whats Next - MarketBeat | 11/18/2024 |
| Expense Ratio | 0.5900 |
Adams |
Adams Diversified Relative Risk vs. Return Landscape
If you would invest 1,937 in Adams Diversified Equity on August 27, 2024 and sell it today you would earn a total of 107.00 from holding Adams Diversified Equity or generate 5.52% return on investment over 90 days. Adams Diversified Equity is generating 0.0877% of daily returns assuming volatility of 0.8644% on return distribution over 90 days investment horizon. In other words, 7% of funds are less volatile than Adams, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Adams Diversified Current Valuation
Fairly Valued
Today
Please note that Adams Diversified's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Adams Diversified Equity shows a prevailing Real Value of $20.23 per share. The current price of the fund is $20.44. We determine the value of Adams Diversified Equity from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued funds and dropping overvalued funds since, at some point, fund prices and their ongoing real values will blend.
Since Adams Diversified is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Adams Fund. However, Adams Diversified's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 20.44 | Real 20.23 | Hype 20.45 | Naive 20.28 |
The intrinsic value of Adams Diversified's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Adams Diversified's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Adams Diversified Equity helps investors to forecast how Adams fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Adams Diversified more accurately as focusing exclusively on Adams Diversified's fundamentals will not take into account other important factors: Adams Diversified Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Adams Diversified's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Adams Diversified Equity, and traders can use it to determine the average amount a Adams Diversified's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1015
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| Cash | ADX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Adams Diversified is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Adams Diversified by adding it to a well-diversified portfolio.
Adams Diversified Fundamentals Growth
Adams Fund prices reflect investors' perceptions of the future prospects and financial health of Adams Diversified, and Adams Diversified fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Adams Fund performance.
| Return On Equity | -9.85 | ||||
| Return On Asset | 0.53 | ||||
| Operating Margin | 59.24 % | ||||
| Current Valuation | 1.81 B | ||||
| Shares Outstanding | 111.03 M | ||||
| Price To Earning | 4.93 X | ||||
| Price To Book | 0.77 X | ||||
| Price To Sales | 50.73 X | ||||
| Revenue | 34.01 M | ||||
| Cash And Equivalents | 246.37 K | ||||
| Debt To Equity | 0.10 % | ||||
| Book Value Per Share | 20.06 X | ||||
| Earnings Per Share | 3.15 X | ||||
| Total Asset | 961.26 M | ||||
| Retained Earnings | (107.99 M) | ||||
About Adams Diversified Performance
Evaluating Adams Diversified's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Adams Diversified has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Adams Diversified has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Adams Diversified Equity Fund, Inc. is a publicly owned investment manager. It primarily provides its services to investment companies. The firm is a large advisory firm The firm is actively engaged in businesses, including commodity pool operator or commodity trading advisor. The firm launches equity. NA The firm employs combination of fundamental, technical, quantitative modelling, and macro-economic analysis to make its investment. The firm conduct external research to make its investment. The firm was formerly known as The Adams Express Company. Adams Diversified Equity Fund, Inc. was founded in 1929 and is based in Baltimore, Maryland.Things to note about Adams Diversified Equity performance evaluation
Checking the ongoing alerts about Adams Diversified for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Adams Diversified Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Adams Diversified Equity Fund Sees Unusually-High Trading Volume - Whats Next - MarketBeat |
- Analyzing Adams Diversified's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Adams Diversified's stock is overvalued or undervalued compared to its peers.
- Examining Adams Diversified's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Adams Diversified's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Adams Diversified's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Adams Diversified's fund. These opinions can provide insight into Adams Diversified's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Adams Fund
Adams Diversified financial ratios help investors to determine whether Adams Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Adams with respect to the benefits of owning Adams Diversified security.
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