ADX vs EWU
Comparison between Adams Diversified Equity Fund (ADX, ETF) and ISHARES MSCI UNITED KINGDOM ETF (EWU, ETF).
5-Year PerformanceADX has outperformed EWU, delivering a return of +16.6% compared to +10.9%
ADX vs EWU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ADX vs EWU - Historical Returns
Returns include dividend reinvestment.
ADX vs EWU - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ADX | EWU |
|---|---|---|
| 2026 | +11.10% | +6.07% |
| 2025 | +25.68% | +35.28% |
| 2024 | +30.30% | +7.79% |
| 2023 | +31.71% | +12.02% |
| 2022 | -20.45% | -5.49% |
| 2021 | +31.72% | +16.67% |
| 2020 | +16.75% | -11.93% |
| 2019 | +36.30% | +21.33% |
| 2018 | -4.03% | -15.06% |
| 2017 | +28.84% | +21.11% |
| 2016 | +8.21% | +0.39% |
| 2015 | +0.50% | -6.15% |
| 2014 | +14.96% | -6.45% |
| 2013 | +28.61% | +17.73% |
| 2012 | +15.17% | +12.01% |
| 2011 | -5.54% | -3.68% |
| 2010 | +10.00% | +8.10% |
| 2009 | +27.29% | +35.62% |
| 2008 | -37.00% | -46.01% |
| 2007 | +10.35% | +5.79% |
| 2006 | +16.29% | +26.45% |
| 2005 | +2.53% | +6.53% |
| 2004 | +13.61% | +18.42% |
| 2003 | +22.25% | +30.76% |
| 2002 | -20.77% | -15.16% |
| 2001 | -22.59% | -14.85% |
| 2000 | -32.31% | -15.37% |
| 1999 | +16.55% | +5.56% |
ADX vs EWU Drawdown Comparison
The maximum drawdown for ADX was -71.51%, occurring on Mar 9, 2009. Recovery took 4094 trading sessions.
The maximum drawdown for EWU was -64.00%, occurring on Mar 9, 2009. Recovery took 1634 trading sessions.
The current ADX drawdown is -3.08%. The current EWU drawdown is -3.12%.
| Rank | ADX | EWU |
|---|---|---|
| #1 | -71.51% Sep 5, 2000 - Dec 13, 2016 | -64.00% Oct 31, 2007 - Apr 30, 2014 |
| #2 | -37.17% Feb 19, 2020 - Aug 25, 2020 | -46.84% Jan 3, 2000 - Mar 4, 2005 |
| #3 | -36.67% Feb 8, 2000 - Mar 3, 2000 | -43.33% Jan 26, 2018 - May 7, 2021 |
| #4 | -34.19% Jan 19, 2000 - Feb 8, 2000 | -29.36% Jul 3, 2014 - Jan 17, 2018 |
| #5 | -33.68% Mar 23, 2000 - Mar 28, 2000 | -24.88% Feb 9, 2022 - Apr 13, 2023 |
| #6 | -25.07% Dec 29, 2021 - Nov 22, 2023 | -13.36% Jul 12, 2007 - Oct 11, 2007 |
| #7 | -18.73% Sep 27, 2018 - Apr 4, 2019 | -12.67% May 9, 2006 - Sep 1, 2006 |
| #8 | -18.29% Feb 18, 2025 - May 29, 2025 | -12.63% Mar 19, 2025 - Apr 28, 2025 |
| #9 | -10.16% Feb 2, 2026 - Apr 9, 2026 | -10.04% Jul 26, 2023 - Dec 22, 2023 |
| #10 | -10.01% Mar 31, 2000 - Jul 7, 2000 | -9.92% Feb 27, 2026 - Mar 20, 2026 |
| #11 | -9.85% Jan 26, 2018 - Jul 24, 2018 | -9.56% Sep 27, 2024 - Feb 28, 2025 |
| #12 | -9.59% Sep 2, 2020 - Nov 13, 2020 | -8.43% Sep 6, 2005 - Jan 3, 2006 |
| #13 | -9.25% Jul 16, 2024 - Nov 6, 2024 | -8.09% Feb 26, 2007 - Mar 21, 2007 |
| #14 | -5.90% Sep 3, 2021 - Oct 25, 2021 | -7.06% Jun 15, 2021 - Oct 20, 2021 |
| #15 | -5.79% Mar 28, 2024 - May 8, 2024 | -6.41% Mar 4, 2005 - Aug 11, 2005 |
Correlation
Correlation between ADX and EWU is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
ADX vs EWU dividend yield comparison.
| Year | ADX | EWU |
|---|---|---|
| 2026 | 3.83% | 0.00% |
| 2025 | 7.93% | 3.73% |
| 2024 | 12.38% | 4.16% |
| 2023 | 7.34% | 4.14% |
| 2022 | 7.36% | 3.43% |
| 2021 | 15.35% | 4.35% |
| 2020 | 6.54% | 2.48% |
| 2019 | 9.00% | 4.13% |
| 2018 | 15.85% | 4.98% |
| 2017 | 9.18% | 3.91% |
| 2016 | 7.79% | 3.97% |
| 2015 | 7.17% | 4.11% |
| 2014 | 8.48% | 7.59% |
| 2013 | 6.35% | 2.39% |
| 2012 | 6.23% | 3.57% |
| 2011 | 6.33% | 3.30% |
| 2010 | 4.56% | 2.43% |
| 2009 | 4.46% | 2.59% |
| 2008 | 7.85% | 6.61% |
| 2007 | 7.29% | 3.50% |
| 2006 | 6.49% | 3.47% |
| 2005 | 6.22% | 3.11% |
| 2004 | 6.78% | 1.91% |
| 2003 | 6.29% | 3.05% |
| 2002 | 6.91% | 2.33% |
| 2001 | 11.32% | 3.25% |
| 2000 | 8.70% | 5.35% |
| 1999 | 4.15% | 1.85% |
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