Adams Diversified Financials
| ADX Fund | USD 19.39 0.23 1.20% |
Adams |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Adams Diversified Fund Summary
Adams Diversified competes with Tri Continental, SRH Total, Putnam Municipal, Liberty All, and BlackRock Science. 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.Specialization | null, Large Growth |
| Instrument | USA Fund View All |
| Exchange | New York Stock Exchange |
| ISIN | US0062121043 |
| CUSIP | 006212104 |
| Location | Maryland; U.S.A |
| Business Address | 500 East Pratt |
| Fund Family | Financial Services |
| Fund Category | Asset Management |
| Benchmark | Dow Jones Industrial |
| Website | www.adamsfunds.com/funds/diversified-equity |
| Phone | 410 752 5900 |
| Currency | USD - US Dollar |
Adams Diversified Key Financial Ratios
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 Diversified Equity Systematic Risk
Adams Diversified's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Adams Diversified volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Adams Diversified Equity correlated with the market. If Beta is less than 0 Adams Diversified generally moves in the opposite direction as compared to the market. If Adams Diversified Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Adams Diversified Equity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Adams Diversified is generally in the same direction as the market. If Beta > 1 Adams Diversified moves generally in the same direction as, but more than the movement of the benchmark.
Adams Diversified March 24, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Adams Diversified help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Adams Diversified Equity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Adams Diversified Equity based on widely used predictive technical indicators. In general, we focus on analyzing Adams Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Adams Diversified's daily price indicators and compare them against related drivers.
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 4.81 | |||
| Value At Risk | (2.03) | |||
| Potential Upside | 1.19 |
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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