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Adams Diversified Equity FundADX +1.27%39 3-1 Month Momentum % is 6.41% as of Aug. 01, 2026. GuruFocus rates ADX with a GF Score™ of 39/100. The stock has 6 warning signs investors should review. Among 1,634 Asset Management companies, Adams Diversified Equity Fund ranks better than 79.44% on this metric.
3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-08-01), Adams Diversified Equity Fund's 3-1 Month Momentum % is 6.41%.
The industry rank for Adams Diversified Equity Fund's 3-1 Month Momentum % or its related term are showing as below:
ADX's 3-1 Month Momentum % is ranked better than 79.44% of 1634
companies
in the Asset Management industry
Industry Median: -0.72
vs ADX: 6.41
Adams Diversified Equity Fund (NYSE:ADX) 3-1 Month Momentum % Explanation
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
Adams Diversified Equity Fund 3-1 Month Momentum % Related Terms
ADX vs UTF, CSQ, GBDC: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, Adams Diversified Equity Fund's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Adams Diversified Equity Fund 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Adams Diversified Equity Fund's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Adams Diversified Equity Fund's 3-1 Month Momentum % falls into.
Adams Diversified Equity Fund (NYSE:ADX) 3-1 Month Momentum % Calculation
3-1 Month Momentum % is calculated as following:
3-1 Month Momentum %
=
( Price 1-month ago
/
Price 3-month ago
- 1 )
*
100 %
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Adams Diversified Equity Fund (ADX) has a 3-1 Month Momentum % of 6.41% as of Aug. 01, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Adams Diversified Equity Fund and its competitors. According to the industry distribution chart, Adams Diversified Equity Fund ranks #336 out of 1634 companies in the Asset Management industry, placing it in the top 20.6%.
Is Adams Diversified Equity Fund's 3-1 Month Momentum % too high?
Adams Diversified Equity Fund's current 3-1 Month Momentum % is 6.41%. Based on the distribution chart, Adams Diversified Equity Fund ranks #336 out of 1634 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Adams Diversified Equity Fund has a GF Score™ of 39/100, reflecting its overall financial health beyond just this single metric.
How does Adams Diversified Equity Fund's 3-1 Month Momentum % compare to UTF and CSQ?
According to the Asset Management industry distribution chart, Adams Diversified Equity Fund ranks #336 out of 1634 companies for 3-1 Month Momentum %. This places Adams Diversified Equity Fund in the top 21% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for an Asset Management company?
A good 3-1 Month Momentum % depends on the Asset Management industry context. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Adams Diversified Equity Fund and its competitors. Adams Diversified Equity Fund's current 3-1 Month Momentum % is 6.41%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Adams Diversified Equity Fund stock overvalued right now?
Adams Diversified Equity Fund (ADX) has a current 3-1 Month Momentum % of 6.41%. The current 3-1 Month Momentum % is 6.41%. Adams Diversified Equity Fund's overall GF Score™ is 39/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For Adams Diversified Equity Fund (ADX), the current 3-1 Month Momentum % is 6.41% as of Aug. 01, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Adams Diversified Equity Fund Inc is a diversified investment company. It is an internally managed closed-end fund whose investment objectives are the preservation of capital, the attainment of reasonable income from investments, and an opportunity for capital appreciation. It invests a majority of its assets in very liquid S&P 500 stocks, and has broad flexibility in the selection of stocks, but maintains a sector-neutral approach. The fund has a diversified equity portfolio that consists of securities of companies from energy, consumer staples, information technology, financials, and other sectors.
39GF Score
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