Adams Diversified Equity Fund Net Income
| ADX Fund | USD 23.17 0.14 0.60% |
As of the 13th of February 2026, Adams Diversified shows the risk adjusted performance of 0.089, and Mean Deviation of 0.6527. Adams Diversified Equity technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.
Adams Diversified's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Adams Diversified's valuation are provided below:Market Capitalization 2.1 B |
Adams |
Adams Diversified 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Adams Diversified's fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Adams Diversified.
| 11/15/2025 |
| 02/13/2026 |
If you would invest 0.00 in Adams Diversified on November 15, 2025 and sell it all today you would earn a total of 0.00 from holding Adams Diversified Equity or generate 0.0% return on investment in Adams Diversified over 90 days. Adams Diversified is related to or competes with Balanced Fund, Pimco Corporate, Nuveen Preferred, Calamos Strategic, Cornerstone Moderately, Baron Focused, and Perkins Small. Adams Diversified Equity Fund, Inc. is a publicly owned investment manager More
Adams Diversified Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Adams Diversified's fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Adams Diversified Equity upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7795 | |||
| Information Ratio | 0.0098 | |||
| Maximum Drawdown | 3.0 | |||
| Value At Risk | (1.16) | |||
| Potential Upside | 1.51 |
Adams Diversified Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Adams Diversified's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Adams Diversified's standard deviation. In reality, there are many statistical measures that can use Adams Diversified historical prices to predict the future Adams Diversified's volatility.| Risk Adjusted Performance | 0.089 | |||
| Jensen Alpha | 0.0432 | |||
| Total Risk Alpha | 0.0082 | |||
| Sortino Ratio | 0.0102 | |||
| Treynor Ratio | 0.1569 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Adams Diversified's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Adams Diversified February 13, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.089 | |||
| Market Risk Adjusted Performance | 0.1669 | |||
| Mean Deviation | 0.6527 | |||
| Semi Deviation | 0.6371 | |||
| Downside Deviation | 0.7795 | |||
| Coefficient Of Variation | 912.46 | |||
| Standard Deviation | 0.809 | |||
| Variance | 0.6545 | |||
| Information Ratio | 0.0098 | |||
| Jensen Alpha | 0.0432 | |||
| Total Risk Alpha | 0.0082 | |||
| Sortino Ratio | 0.0102 | |||
| Treynor Ratio | 0.1569 | |||
| Maximum Drawdown | 3.0 | |||
| Value At Risk | (1.16) | |||
| Potential Upside | 1.51 | |||
| Downside Variance | 0.6076 | |||
| Semi Variance | 0.4059 | |||
| Expected Short fall | (0.70) | |||
| Skewness | 0.236 | |||
| Kurtosis | (0.64) |
Adams Diversified Equity Backtested Returns
At this stage we consider Adams Fund to be very steady. Adams Diversified Equity secures Sharpe Ratio (or Efficiency) of 0.0754, which signifies that the fund had a 0.0754 % return per unit of standard deviation over the last 3 months. We have found twenty-eight technical indicators for Adams Diversified Equity, which you can use to evaluate the volatility of the entity. Please confirm Adams Diversified's risk adjusted performance of 0.089, and Mean Deviation of 0.6527 to double-check if the risk estimate we provide is consistent with the expected return of 0.0577%. The fund shows a Beta (market volatility) of 0.5, 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.
Auto-correlation | -0.28 |
Weak reverse predictability
Adams Diversified Equity has weak reverse predictability. Overlapping area represents the amount of predictability between Adams Diversified time series from 15th of November 2025 to 30th of December 2025 and 30th of December 2025 to 13th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Adams Diversified Equity price movement. The serial correlation of -0.28 indicates that nearly 28.0% of current Adams Diversified price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.28 | |
| Spearman Rank Test | 0.25 | |
| Residual Average | 0.0 | |
| Price Variance | 0.06 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Adams Diversified Equity reported net income of (229.81 Million). This is much lower than that of the Financial Services family and significantly lower than that of the Asset Management category. The net income for all United States funds is notably higher than that of the company.
Adams Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Adams Diversified's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the funds which would be a good addition to a portfolio. Peer analysis of Adams Diversified could also be used in its relative valuation, which is a method of valuing Adams Diversified by comparing valuation metrics of similar companies.Adams Diversified is currently under evaluation in net income among similar funds.
Adams Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Adams Diversified's current stock value. Our valuation model uses many indicators to compare Adams Diversified value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Adams Diversified competition to find correlations between indicators driving Adams Diversified's intrinsic value. More Info.Adams Diversified Equity is rated below average in price to earning among similar funds. It is rated below average in price to book among similar funds fabricating about 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Adams Diversified Equity is roughly 6.40 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Adams Diversified's earnings, one of the primary drivers of an investment's value.Adams Fundamentals
| Return On Equity | -9.85 | ||||
| Return On Asset | 0.53 | ||||
| Operating Margin | 59.24 % | ||||
| Current Valuation | 1.81 B | ||||
| Shares Outstanding | 111.03 M | ||||
| Shares Owned By Insiders | 8.18 % | ||||
| Shares Owned By Institutions | 20.68 % | ||||
| Number Of Shares Shorted | 684.16 K | ||||
| Price To Earning | 4.93 X | ||||
| Price To Book | 0.77 X | ||||
| Price To Sales | 50.73 X | ||||
| Revenue | 34.01 M | ||||
| Gross Profit | 32.96 M | ||||
| Net Income | (229.81 M) | ||||
| Cash And Equivalents | 246.37 K | ||||
| Debt To Equity | 0.10 % | ||||
| Current Ratio | 0.94 X | ||||
| Book Value Per Share | 20.06 X | ||||
| Short Ratio | 3.16 X | ||||
| Earnings Per Share | 3.15 X | ||||
| Number Of Employees | 15 | ||||
| Beta | 0.96 | ||||
| Market Capitalization | 2.09 B | ||||
| Total Asset | 961.26 M | ||||
| Retained Earnings | (107.99 M) | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 1.46 % | ||||
| One Year Return | 15.46 % | ||||
| Three Year Return | 20.46 % | ||||
| Five Year Return | 13.35 % | ||||
| Last Dividend Paid | 0.2 |
About Adams Diversified Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Adams Diversified Equity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Adams Diversified using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Adams Diversified Equity based on its fundamental data. In general, a quantitative approach, as applied to this fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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