ADX vs UCON
Comparison between Adams Diversified Equity Fund (ADX, ETF) and FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF).
5-Year PerformanceADX has outperformed UCON, delivering a return of +16.8% compared to +2.7%
ADX vs UCON - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ADX vs UCON - Historical Returns
Returns include dividend reinvestment.
ADX vs UCON - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ADX | UCON |
|---|---|---|
| 2026 | +11.63% | +0.44% |
| 2025 | +25.68% | +7.00% |
| 2024 | +30.30% | +4.90% |
| 2023 | +31.71% | +7.67% |
| 2022 | -20.45% | -5.72% |
| 2021 | +31.72% | +1.05% |
| 2020 | +16.75% | +6.67% |
| 2019 | +36.30% | +7.13% |
| 2018 | -4.03% | +1.11% |
| 2017 | +28.84% | N/A |
| 2016 | +8.21% | N/A |
| 2015 | +0.50% | N/A |
| 2014 | +14.96% | N/A |
| 2013 | +28.61% | N/A |
| 2012 | +15.17% | N/A |
| 2011 | -5.54% | N/A |
| 2010 | +10.00% | N/A |
| 2009 | +27.29% | N/A |
| 2008 | -37.00% | N/A |
| 2007 | +10.35% | N/A |
| 2006 | +16.29% | N/A |
| 2005 | +2.53% | N/A |
| 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 UCON Drawdown Comparison
The maximum drawdown for ADX was -71.51%, occurring on Mar 9, 2009. Recovery took 4094 trading sessions.
The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.
The current ADX drawdown is -2.62%. The current UCON drawdown is -0.72%.
| Rank | ADX | UCON |
|---|---|---|
| #1 | -71.51% Sep 5, 2000 - Dec 13, 2016 | -15.31% Mar 5, 2020 - Jul 2, 2020 |
| #2 | -37.17% Feb 19, 2020 - Aug 25, 2020 | -9.60% Sep 14, 2021 - Dec 14, 2023 |
| #3 | -36.67% Feb 8, 2000 - Mar 3, 2000 | -2.45% Feb 26, 2026 - Mar 26, 2026 |
| #4 | -34.19% Jan 19, 2000 - Feb 8, 2000 | -1.70% Feb 1, 2024 - May 15, 2024 |
| #5 | -33.68% Mar 23, 2000 - Mar 28, 2000 | -1.67% Sep 24, 2024 - Feb 24, 2025 |
| #6 | -25.07% Dec 29, 2021 - Nov 22, 2023 | -1.53% Mar 3, 2025 - May 30, 2025 |
| #7 | -18.73% Sep 27, 2018 - Apr 4, 2019 | -1.12% Nov 9, 2018 - Jan 10, 2019 |
| #8 | -18.29% Feb 18, 2025 - May 29, 2025 | -1.07% Feb 11, 2021 - May 26, 2021 |
| #9 | -10.16% Feb 2, 2026 - Apr 9, 2026 | -0.96% Sep 4, 2019 - Oct 1, 2019 |
| #10 | -10.01% Mar 31, 2000 - Jul 7, 2000 | -0.88% Feb 24, 2020 - Mar 3, 2020 |
| #11 | -9.85% Jan 26, 2018 - Jul 24, 2018 | -0.87% Dec 28, 2023 - Jan 12, 2024 |
| #12 | -9.59% Sep 2, 2020 - Nov 13, 2020 | -0.83% Oct 13, 2020 - Nov 5, 2020 |
| #13 | -9.25% Jul 16, 2024 - Nov 6, 2024 | -0.75% Oct 28, 2025 - Nov 25, 2025 |
| #14 | -7.76% Nov 17, 1999 - Dec 27, 1999 | -0.73% May 15, 2024 - Jun 4, 2024 |
| #15 | -5.90% Sep 3, 2021 - Oct 25, 2021 | -0.73% Feb 19, 2019 - Mar 6, 2019 |
Correlation
Correlation between ADX and UCON is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2000 - 2026)
ADX vs UCON dividend yield comparison.
| Year | ADX | UCON |
|---|---|---|
| 2026 | 3.81% | 1.83% |
| 2025 | 7.93% | 4.63% |
| 2024 | 12.38% | 4.95% |
| 2023 | 7.34% | 4.75% |
| 2022 | 7.36% | 3.12% |
| 2021 | 15.35% | 2.20% |
| 2020 | 6.54% | 3.14% |
| 2019 | 9.00% | 3.25% |
| 2018 | 15.85% | 1.76% |
| 2017 | 9.18% | 0.00% |
| 2016 | 7.79% | 0.00% |
| 2015 | 7.17% | 0.00% |
| 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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