Morningstar ratings
Aug 31, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | Adams Diversified Eq Fd | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 17.89% | 11.55% | 12.96% | 8.98% |
| 1 week | 0.19% | 0.06% | 0.59% | 0.73% |
| 1 month | 0.80% | 1.56% | 1.64% | 3.07% |
| 6 months | 17.67% | 12.37% | 15.67% | 9.72% |
| 1 year | 28.65% | 17.25% | 19.99% | 14.59% |
| 3 years | 109.68% | 71.32% | 90.77% | 51.49% |
| All | 1142.51% | 47.97% | 1205.43% | 3999.54% |