ADX vs IXC
Comparison between Adams Diversified Equity Fund (ADX, ETF) and iShares Global Energy ETF (IXC, ETF).
5-Year PerformanceIXC has outperformed ADX, delivering a return of +19.5% compared to +16.6%
ADX vs IXC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ADX
$2.90B
IXC
$2.90B
Expense Ratio
ADX
N/A
IXC
0.40%
Max Drawdown
ADX
85.05%
Winner
IXC
76.12%
Sharpe Ratio
Winner
ADX
2.11
IXC
2.06
5Y Beta
ADX
0.90
Winner
IXC
0.51
P/E Ratio
ADX
N/A
IXC
19.77
Forward P/E
ADX
N/A
IXC
13.87
PEG Ratio
ADX
N/A
IXC
0.76
5Y Dividends CAGR
Winner
ADX
16.20%
IXC
-0.65%
P/S Ratio
ADX
N/A
IXC
1.36
P/B Ratio
ADX
N/A
IXC
2.42
ADX vs IXC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ADX
+7.63%
IXC
-3.91%
3M
Winner
ADX
+7.63%
IXC
+7.26%
6M
ADX
+14.28%
Winner
IXC
+27.64%
1Y
ADX
+37.29%
Winner
IXC
+46.79%
5Y(CAGR)
ADX
+16.61%
Winner
IXC
+19.46%
10Y(CAGR)
Winner
ADX
+18.04%
IXC
+10.15%
Max(CAGR)
ADX
+7.34%
Winner
IXC
+8.33%
ADX vs IXC - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ADX | IXC |
|---|---|---|
| 2026 | +9.80% | +23.86% |
| 2025 | +25.68% | +12.88% |
| 2024 | +30.30% | +1.20% |
| 2023 | +31.71% | +7.37% |
| 2022 | -20.45% | +44.60% |
| 2021 | +31.72% | +40.41% |
| 2020 | +16.75% | -31.49% |
| 2019 | +36.30% | +10.53% |
| 2018 | -4.03% | -16.17% |
| 2017 | +28.84% | +4.28% |
| 2016 | +8.21% | +28.34% |
| 2015 | +0.50% | -22.09% |
| 2014 | +14.96% | -10.58% |
| 2013 | +28.61% | +13.54% |
| 2012 | +15.17% | +0.31% |
| 2011 | -5.54% | -0.76% |
| 2010 | +10.00% | +8.40% |
| 2009 | +27.29% | +18.92% |
| 2008 | -37.00% | -37.05% |
| 2007 | +10.35% | +33.58% |
| 2006 | +16.29% | +16.60% |
| 2005 | +2.53% | +32.98% |
| 2004 | +13.61% | +25.83% |
| 2003 | +22.25% | +26.84% |
| 2002 | -20.77% | -4.39% |
| 2001 | -22.59% | +8.39% |
| 2000 | -32.31% | N/A |
| 1999 | +11.64% | N/A |
ADX vs IXC Drawdown Comparison
The maximum drawdown for ADX was -71.51%, occurring on Mar 9, 2009. Recovery took 4094 trading sessions.
The maximum drawdown for IXC was -67.90%, occurring on Mar 18, 2020. Recovery took 1954 trading sessions.
The current IXC drawdown is -8.93%.
| Rank | ADX | IXC |
|---|---|---|
| #1 | -71.51% Sep 5, 2000 - Dec 13, 2016 | -67.90% Jun 23, 2014 - Mar 25, 2022 |
| #2 | -37.17% Feb 19, 2020 - Aug 25, 2020 | -55.80% May 21, 2008 - May 2, 2014 |
| #3 | -36.67% Feb 8, 2000 - Mar 3, 2000 | -24.90% Jun 8, 2022 - Nov 15, 2022 |
| #4 | -34.19% Jan 19, 2000 - Feb 8, 2000 | -24.11% Apr 2, 2002 - Dec 9, 2003 |
| #5 | -33.68% Mar 23, 2000 - Mar 28, 2000 | -19.04% Apr 10, 2024 - Sep 24, 2025 |
| #6 | -25.07% Dec 29, 2021 - Nov 22, 2023 | -16.46% Jan 3, 2008 - Apr 16, 2008 |
| #7 | -18.73% Sep 27, 2018 - Apr 4, 2019 | -15.32% May 10, 2006 - Nov 29, 2006 |
| #8 | -18.29% Feb 18, 2025 - May 29, 2025 | -15.18% Jan 26, 2023 - Sep 1, 2023 |
| #9 | -10.16% Feb 2, 2026 - Apr 9, 2026 | -15.05% Sep 29, 2005 - Jan 17, 2006 |
| #10 | -10.01% Mar 31, 2000 - Jul 7, 2000 | -14.64% Jul 19, 2007 - Sep 21, 2007 |
| #11 | -9.85% Jan 26, 2018 - Jul 24, 2018 | -12.63% Mar 4, 2005 - Jun 17, 2005 |
| #12 | -9.59% Sep 2, 2020 - Nov 13, 2020 | -11.11% Dec 14, 2006 - Apr 12, 2007 |
| #13 | -9.25% Jul 16, 2024 - Nov 6, 2024 | -9.98% Sep 14, 2023 - Mar 15, 2024 |
| #14 | -7.76% Nov 17, 1999 - Dec 27, 1999 | -9.66% Mar 27, 2026 - Apr 17, 2026 |
| #15 | -5.90% Sep 3, 2021 - Oct 25, 2021 | -9.41% Nov 15, 2022 - Jan 26, 2023 |
Correlation
Correlation between ADX and IXC is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2000 - 2026)
ADX vs IXC dividend yield comparison.
| Year | ADX | IXC |
|---|---|---|
| 2026 | 3.87% | 0.00% |
| 2025 | 7.93% | 3.68% |
| 2024 | 12.38% | 4.56% |
| 2023 | 7.34% | 3.45% |
| 2022 | 7.36% | 4.76% |
| 2021 | 15.35% | 3.98% |
| 2020 | 6.54% | 4.86% |
| 2019 | 9.00% | 7.00% |
| 2018 | 15.85% | 3.51% |
| 2017 | 9.18% | 3.05% |
| 2016 | 7.79% | 2.86% |
| 2015 | 7.17% | 3.77% |
| 2014 | 8.48% | 3.02% |
| 2013 | 6.35% | 2.48% |
| 2012 | 6.23% | 2.55% |
| 2011 | 6.33% | 2.30% |
| 2010 | 4.56% | 1.84% |
| 2009 | 4.46% | 2.10% |
| 2008 | 7.85% | 2.69% |
| 2007 | 7.29% | 1.96% |
| 2006 | 6.49% | 1.62% |
| 2005 | 6.22% | 1.18% |
| 2004 | 6.78% | 1.74% |
| 2003 | 6.29% | 1.05% |
| 2002 | 6.91% | 1.99% |
| 2001 | 11.32% | 0.14% |
| 2000 | 8.70% | 0.00% |
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