Annual Total Assets
$2.67B$109.97M+4.29%
Summary
- Current Value
- As of today, ADX annual total assets is $2.67B, up +4.29% on
- Historical Performance
- ADX annual total assets is down -0.38% over the past 3 years, and down -0.38% over the past 5 years
- All-Time High Comparison
- ADX annual total assets is currently -0.38% below its historical high of $2.68B set on
- 3-Year Low Comparison
- ADX annual total assets is +25.51% above its 3-year low of $2.13B reached on an earlier date
- Sector Comparison
- ADX annual total assets is higher than 65.19% of companies in Financial Services sector
Total Assets Chart
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Series
SUGGESTED SERIES
Performance
| Metric | Date | Value | 1Y | 3Y | 5Y | 15Y |
|---|---|---|---|---|---|---|
| Annual Total Assets | $2.67B | +4.3% | -0.4% | -0.4% | -0.4% | |
| Quarterly Total Assets | $2.83B | -4.0% | +30.9% | – | – | |
| Price | $23.33 | +13.4% | +58.8% | +36.6% | +113.8% | |
| Annual Current Assets | - | – | – | – | – | |
| Annual Non Current Assets | - | – | – | – | – | |
| Annual Total Liabilities | $8.86M | -19.6% | -69.6% | -69.6% | -69.6% | |
| Annual Shareholders Equity | $2.66B | +4.4% | +0.4% | +0.4% | +0.4% | |
| Annual Revenue | $564.12M | -0.4% | -11.6% | -11.6% | -11.6% | |
| Annual EPS | $4.62 | +1.1% | -17.4% | -17.4% | -17.4% | |
| PE Ratio | - | – | – | – | – |
Total Assets Highs
| Period | High | Date | Current |
|---|---|---|---|
| 3Y | $2.67B | at high | |
| 5Y | $2.68B | -0.4% | |
| All | $2.68B | -0.4% |
Total Assets Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 3Y | $2.13B | N/A | +25.5% |
| 5Y | $2.13B | +25.5% | |
| All | $2.13B | +25.5% |
Total Assets History
| Year | Value | Change |
|---|---|---|
| $2.67B | +4.3% | |
| $2.56B | +20.3% |
| Year | Value | Change |
|---|---|---|
| $2.13B | -20.6% | |
| $2.68B | - |
FAQ
What is the current annual total assets of ADX?
As of today, ADX annual total assets is $2.67B
What is 1-year change in ADX annual total assets?
ADX annual total assets is up +4.29% year-over-year
What is 3-year change in ADX annual total assets?
ADX annual total assets is down -0.38% over the past 3 years
How far is ADX annual total assets from its all-time high?
ADX annual total assets is currently -0.38% below its historical high of $2.68B set on December 31, 2021
How does ADX annual total assets rank versus sector peers?
ADX annual total assets is higher than 65.19% of companies in Financial Services sector
When is ADX next annual earnings release?
As of today, the next annual earnings release for ADX has not been scheduled
Quarterly Total Assets
$2.83B$157.02M+5.88%
Summary
- Current Value
- As of today, ADX quarterly total assets is $2.83B, up +5.88% on
- Historical Performance
- ADX quarterly total assets is down -3.98% year-over-year, and up +30.86% over the past 3 years
- All-Time High Comparison
- ADX quarterly total assets is currently -3.98% below its historical high of $2.95B set on
- 3-Year Low Comparison
- ADX quarterly total assets is +32.89% above its 3-year low of $2.13B reached on an earlier date
- Sector Comparison
- ADX quarterly total assets is higher than 65.99% of companies in Financial Services sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly Total Assets | $2.83B | 0.0% | -4.0% | +30.9% | – | |
| Annual Total Assets | $2.67B | – | +4.3% | -0.4% | -0.4% | |
| Price | $23.33 | +3.7% | +13.4% | +58.8% | +36.6% | |
| Quarterly Current Assets | - | – | – | – | – | |
| Quarterly Non Current Assets | - | – | – | – | – | |
| Quarterly Total Liabilities | $23.44M | 0.0% | +225.0% | -45.2% | – | |
| Quarterly Book Value | $2.80B | 0.0% | -4.5% | +32.4% | – | |
| Quarterly Revenue | - | – | – | – | – | |
| Quarterly EPS | - | – | – | – | – | |
| PE Ratio | - | – | – | – | – |
Quarterly Total Assets Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | $2.83B | at high | |
| 3Y | $2.95B | -4.0% | |
| 5Y | $2.95B | -4.0% | |
| All | $2.95B | -4.0% |
Quarterly Total Assets Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | $2.67B | N/A | +5.9% |
| 3Y | $2.13B | N/A | +32.9% |
| 5Y | $2.13B | +32.9% | |
| All | $2.13B | +32.9% |
Quarterly Total Assets History
| Month | Value | Change |
|---|---|---|
| $2.83B | +5.9% | |
| $2.67B | -9.3% | |
| $2.95B | +15.0% | |
| $2.56B | +5.3% |
| Month | Value | Change |
|---|---|---|
| $2.43B | +14.3% | |
| $2.13B | -1.5% | |
| $2.16B | -19.4% | |
| $2.68B | - |
FAQ
What is the current quarterly total assets of ADX?
As of today, ADX quarterly total assets is $2.83B
What is ADX quarterly total assets most recent change?
ADX quarterly total assets was up +5.88% on June 30, 2025
What is 1-year change in ADX quarterly total assets?
ADX quarterly total assets is down -3.98% year-over-year
How far is ADX quarterly total assets from its all-time high?
ADX quarterly total assets is currently -3.98% below its historical high of $2.95B set on June 30, 2024
How does ADX quarterly total assets rank versus sector peers?
ADX quarterly total assets is higher than 65.99% of companies in Financial Services sector
When is ADX next earnings release?
As of today, the next earnings release for ADX has not been scheduled
Total Assets Formula
Total Assets = +
Data Sources & References
- ADX Official Website www.adamsfunds.com/funds/diversified-equity
- ADX Profile on Yahoo Finance finance.yahoo.com/quote/ADX
- ADX Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/adx