ADX vs PTLC
Comparison between Adams Diversified Equity Fund (ADX, ETF) and PACER TRENDPILOT US LARGE CAP ETF (PTLC, ETF).
5-Year PerformanceADX has outperformed PTLC, delivering a return of +17.1% compared to +10.7%
ADX vs PTLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ADX
$3.10B
Winner
PTLC
$3.20B
Expense Ratio
ADX
N/A
PTLC
0.60%
Max Drawdown
Winner
ADX
85.05%
PTLC
99.95%
Sharpe Ratio
Winner
ADX
2.09
PTLC
1.30
5Y Beta
ADX
0.90
Winner
PTLC
0.59
P/E Ratio
ADX
N/A
PTLC
28.45
Forward P/E
ADX
N/A
PTLC
22.00
5Y Dividends CAGR
Winner
ADX
16.20%
PTLC
10.89%
5Y EPS CAGR
ADX
N/A
PTLC
25.37%
Debt to Equity
ADX
N/A
PTLC
21.91%
P/S Ratio
ADX
N/A
PTLC
3.62
P/B Ratio
ADX
N/A
PTLC
5.43
ADX vs PTLC - Historical Returns
Returns include dividend reinvestment.
1M
ADX
+6.74%
Winner
PTLC
+7.26%
3M
Winner
ADX
+7.61%
PTLC
+2.04%
6M
Winner
ADX
+11.19%
PTLC
+3.61%
1Y
Winner
ADX
+34.36%
PTLC
+19.37%
5Y(CAGR)
Winner
ADX
+17.14%
PTLC
+10.73%
10Y(CAGR)
Winner
ADX
+18.03%
PTLC
+11.23%
Max(CAGR)
ADX
+7.34%
Winner
PTLC
+37.29%
ADX vs PTLC - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ADX | PTLC |
|---|---|---|
| 2026 | +10.07% | +3.28% |
| 2025 | +25.68% | +5.32% |
| 2024 | +30.30% | +24.93% |
| 2023 | +31.71% | +16.74% |
| 2022 | -20.45% | -9.16% |
| 2021 | +31.72% | +29.84% |
| 2020 | +16.75% | -1.98% |
| 2019 | +36.30% | +17.54% |
| 2018 | -4.03% | +0.75% |
| 2017 | +28.84% | +20.42% |
| 2016 | +8.21% | +6.02% |
| 2015 | +0.50% | -6.93% |
| 2014 | +14.96% | N/A |
| 2013 | +28.61% | N/A |
| 2012 | +15.17% | N/A |
| 2011 | -5.54% | +0.00% |
| 2010 | +10.00% | +11.11% |
| 2009 | +27.29% | -52.63% |
| 2008 | -37.00% | +900.00% |
| 2007 | +10.35% | +0.00% |
| 2006 | +16.29% | -99.93% |
| 2005 | +2.53% | +100.00% |
| 2004 | +13.61% | N/A |
| 2003 | +22.25% | N/A |
| 2002 | -20.77% | N/A |
| 2001 | -22.59% | N/A |
| 2000 | -32.31% | N/A |
| 1999 | +11.64% | N/A |
ADX vs PTLC Drawdown Comparison
The maximum drawdown for ADX was -71.51%, occurring on Mar 9, 2009. Recovery took 4094 trading sessions.
The maximum drawdown for PTLC was -99.95%, occurring on Nov 13, 2006. Recovery took 1264 trading sessions.
| Rank | ADX | PTLC |
|---|---|---|
| #1 | -71.51% Sep 5, 2000 - Dec 13, 2016 | -99.95% Dec 29, 2005 - Jun 12, 2015 |
| #2 | -37.17% Feb 19, 2020 - Aug 25, 2020 | -26.63% Feb 19, 2020 - Apr 1, 2021 |
| #3 | -36.67% Feb 8, 2000 - Mar 3, 2000 | -16.31% Jun 23, 2015 - Feb 21, 2017 |
| #4 | -34.19% Jan 19, 2000 - Feb 8, 2000 | -15.17% Feb 19, 2025 - Oct 27, 2025 |
| #5 | -33.68% Mar 23, 2000 - Mar 28, 2000 | -13.47% Dec 29, 2021 - Jun 30, 2023 |
| #6 | -25.07% Dec 29, 2021 - Nov 22, 2023 | -10.02% Jan 26, 2018 - Aug 7, 2018 |
| #7 | -18.73% Sep 27, 2018 - Apr 4, 2019 | -10.02% Jul 31, 2023 - Dec 12, 2023 |
| #8 | -18.29% Feb 18, 2025 - May 29, 2025 | -9.92% Sep 20, 2018 - Jul 12, 2019 |
| #9 | -10.16% Feb 2, 2026 - Apr 9, 2026 | -8.77% Jan 27, 2026 - May 6, 2026 |
| #10 | -10.01% Mar 31, 2000 - Jul 7, 2000 | -8.44% Jul 16, 2024 - Sep 19, 2024 |
| #11 | -9.85% Jan 26, 2018 - Jul 24, 2018 | -6.06% Jul 26, 2019 - Oct 25, 2019 |
| #12 | -9.59% Sep 2, 2020 - Nov 13, 2020 | -5.30% Mar 28, 2024 - May 15, 2024 |
| #13 | -9.25% Jul 16, 2024 - Nov 6, 2024 | -5.08% Sep 2, 2021 - Oct 20, 2021 |
| #14 | -7.76% Nov 17, 1999 - Dec 27, 1999 | -5.08% Oct 28, 2025 - Dec 10, 2025 |
| #15 | -5.90% Sep 3, 2021 - Oct 25, 2021 | -4.22% Dec 6, 2024 - Jan 23, 2025 |
Correlation
Correlation between ADX and PTLC is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2000 - 2026)
ADX vs PTLC dividend yield comparison.
| Year | ADX | PTLC |
|---|---|---|
| 2026 | 3.86% | 0.00% |
| 2025 | 7.93% | 1.06% |
| 2024 | 12.38% | 0.67% |
| 2023 | 7.34% | 1.18% |
| 2022 | 7.36% | 1.26% |
| 2021 | 15.35% | 0.73% |
| 2020 | 6.54% | 1.08% |
| 2019 | 9.00% | 1.10% |
| 2018 | 15.85% | 1.00% |
| 2017 | 9.18% | 0.97% |
| 2016 | 7.79% | 1.08% |
| 2015 | 7.17% | 0.42% |
| 2014 | 8.48% | 0.00% |
| 2013 | 6.35% | 0.00% |
| 2012 | 6.23% | 0.00% |
| 2011 | 6.33% | 0.00% |
| 2010 | 4.56% | 0.00% |
| 2009 | 4.46% | 0.00% |
| 2008 | 7.85% | 0.00% |
| 2007 | 7.29% | 0.00% |
| 2006 | 6.49% | 0.00% |
| 2005 | 6.22% | 0.00% |
| 2004 | 6.78% | 0.00% |
| 2003 | 6.29% | 0.00% |
| 2002 | 6.91% | 0.00% |
| 2001 | 11.32% | 0.00% |
| 2000 | 8.70% | 0.00% |
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