Adamas Trust (ADAM)
Market Price (1/19/2026): $8.7 | Market Cap: $786.5 MilSector: Financials | Industry: Mortgage REITs
Adamas Trust (ADAM)
Market Price (1/19/2026): $8.7Market Cap: $786.5 MilSector: FinancialsIndustry: Mortgage REITs
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 17%, Dividend Yield is 9.2%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 13%, FCF Yield is 13% | Trading close to highsDist 52W High is 0.0%, Dist 3Y High is 0.0% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 321% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 35%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 35% | Weak multi-year price returns2Y Excs Rtn is -12%, 3Y Excs Rtn is -63% | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -16% |
| Low stock price volatilityVol 12M is 32% | Key risksADAM key risks include [1] significant leverage and liquidity risk, Show more. | |
| Megatrend and thematic driversMegatrends include Digital & Alternative Assets. Themes include Private Equity, Private Credit, and Venture Capital. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 17%, Dividend Yield is 9.2%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 13%, FCF Yield is 13% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 35%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 35% |
| Low stock price volatilityVol 12M is 32% |
| Megatrend and thematic driversMegatrends include Digital & Alternative Assets. Themes include Private Equity, Private Credit, and Venture Capital. |
| Trading close to highsDist 52W High is 0.0%, Dist 3Y High is 0.0% |
| Weak multi-year price returns2Y Excs Rtn is -12%, 3Y Excs Rtn is -63% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 321% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -16% |
| Key risksADAM key risks include [1] significant leverage and liquidity risk, Show more. |
Why The Stock Moved
Qualitative Assessment
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1. Adamas Trust reported strong Third Quarter 2025 results on October 29, 2025, showcasing its sixth consecutive quarter of earnings per share (EPS) growth, with EPS reaching $0.24. This financial performance also included a substantial expansion of the investment portfolio and a 47% year-over-year increase in adjusted net interest income.
2. The company declared a regular quarterly cash dividend of $0.23 per share on its common stock for the fourth quarter of 2025 on December 11, 2025. This consistent dividend payment, payable on January 28, 2026, signaled financial stability and commitment to shareholder returns.
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Stock Movement Drivers
Fundamental Drivers
The 34.6% change in ADAM stock from 10/31/2025 to 1/19/2026 was primarily driven by a 30.6% change in the company's P/E Multiple.| 10312025 | 1192026 | Change | |
|---|---|---|---|
| Stock Price ($) | 6.46 | 8.70 | 34.58% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 277.12 | 285.96 | 3.19% |
| Net Income Margin (%) | 22.43% | 22.43% | -0.02% |
| P/E Multiple | 9.39 | 12.26 | 30.56% |
| Shares Outstanding (Mil) | 90.32 | 90.41 | -0.09% |
| Cumulative Contribution | 34.58% |
Market Drivers
10/31/2025 to 1/19/2026| Return | Correlation | |
|---|---|---|
| ADAM | 35.0% | |
| Market (SPY) | 1.4% | 15.0% |
| Sector (XLF) | 4.0% | 19.0% |
Fundamental Drivers
The 46.4% change in ADAM stock from 7/31/2025 to 1/19/2026 was primarily driven by a 63.9% change in the company's Net Income Margin (%).| 7312025 | 1192026 | Change | |
|---|---|---|---|
| Stock Price ($) | 5.94 | 8.70 | 46.42% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 277.88 | 285.96 | 2.91% |
| Net Income Margin (%) | 13.68% | 22.43% | 63.89% |
| P/E Multiple | 14.15 | 12.26 | -13.35% |
| Shares Outstanding (Mil) | 90.58 | 90.41 | 0.20% |
| Cumulative Contribution | 46.42% |
Market Drivers
7/31/2025 to 1/19/2026| Return | Correlation | |
|---|---|---|
| ADAM | 46.9% | |
| Market (SPY) | 9.7% | 18.6% |
| Sector (XLF) | 4.3% | 19.6% |
Fundamental Drivers
The 63.5% change in ADAM stock from 1/31/2025 to 1/19/2026 was primarily driven by a 577.3% change in the company's Net Income Margin (%).| 1312025 | 1192026 | Change | |
|---|---|---|---|
| Stock Price ($) | 5.32 | 8.70 | 63.48% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 340.28 | 285.96 | -15.97% |
| Net Income Margin (%) | 3.31% | 22.43% | 577.34% |
| P/E Multiple | 42.79 | 12.26 | -71.34% |
| Shares Outstanding (Mil) | 90.58 | 90.41 | 0.19% |
| Cumulative Contribution | 63.48% |
Market Drivers
1/31/2025 to 1/19/2026| Return | Correlation | |
|---|---|---|
| ADAM | 64.0% | |
| Market (SPY) | 15.9% | 48.0% |
| Sector (XLF) | 6.9% | 45.5% |
Fundamental Drivers
The 1.9% change in ADAM stock from 1/31/2023 to 1/19/2026 was primarily driven by a 497.3% change in the company's Total Revenues ($ Mil).| 1312023 | 1192026 | Change | |
|---|---|---|---|
| Stock Price ($) | 8.54 | 8.70 | 1.87% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 47.88 | 285.96 | 497.27% |
| P/S Multiple | 16.81 | 2.75 | -83.64% |
| Shares Outstanding (Mil) | 94.27 | 90.41 | 4.10% |
| Cumulative Contribution | 1.70% |
Market Drivers
1/31/2023 to 1/19/2026| Return | Correlation | |
|---|---|---|
| ADAM | 2.2% | |
| Market (SPY) | 76.5% | 44.9% |
| Sector (XLF) | 55.7% | 46.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ADAM Return | 11% | -21% | -5% | -19% | 36% | 16% | 6% |
| Peers Return | 16% | -20% | 20% | 4% | 22% | 5% | 49% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 85% |
Monthly Win Rates [3] | |||||||
| ADAM Win Rate | 67% | 42% | 42% | 50% | 42% | 100% | |
| Peers Win Rate | 55% | 50% | 53% | 60% | 63% | 100% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 100% | |
Max Drawdowns [4] | |||||||
| ADAM Max Drawdown | -3% | -37% | -20% | -33% | -10% | 0% | |
| Peers Max Drawdown | -4% | -33% | -17% | -9% | -6% | -0% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | 0% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: NLY, AGNC, RITM, STWD, BXMT.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 1/16/2026 (YTD)
How Low Can It Go
| Event | ADAM | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -52.9% | -25.4% |
| % Gain to Breakeven | 112.3% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -84.0% | -33.9% |
| % Gain to Breakeven | 525.5% | 51.3% |
| Time to Breakeven | Not Fully Recovered days | 148 days |
| 2018 Correction | ||
| % Loss | -5.3% | -19.8% |
| % Gain to Breakeven | 5.6% | 24.7% |
| Time to Breakeven | 36 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -95.4% | -56.8% |
| % Gain to Breakeven | 2087.5% | 131.3% |
| Time to Breakeven | Not Fully Recovered days | 1,480 days |
Compare to NLY, AGNC, RITM, STWD, BXMT
In The Past
Adamas Trust's stock fell -52.9% during the 2022 Inflation Shock from a high on 6/9/2021. A -52.9% loss requires a 112.3% gain to breakeven.
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AI Analysis | Feedback
Here are 1-3 brief analogies for Adamas Trust (ADAM):
- It's like an ETF for private equity.
- Imagine a mutual fund, but for private companies.
AI Analysis | Feedback
Adamas Trust (ADAM) is an investment company, and its major service revolves around managing capital for its shareholders.
- Investment Management: The company professionally manages a diversified portfolio of financial instruments and assets, including quoted and unquoted companies, with the objective of achieving long-term capital growth and income for its shareholders.
AI Analysis | Feedback
Adamas Trust (symbol: ADAM) is likely referring to Adamas Finance Asia Limited (ADAM.L), an investment company listed on the London Stock Exchange. Its business model involves providing financing and investment capital to other companies, primarily in Greater China and other parts of Asia. Therefore, its "major customers" are the companies it invests in or provides loans to.
Based on recent financial reports (e.g., Annual Report 2022 and Interim Report 2023), Adamas Finance Asia Limited's major investee companies (its customers) include:
- Hong Kong Finance Group Limited: A private company based in Hong Kong, primarily engaged in financial services and asset management.
- Beyond Summit Limited: A private company with investments primarily in real estate development projects in Asia.
- Infinity Logistics and Transport Ventures Limited: A public company engaged in integrated logistics and transport services. (HKEX: 1442)
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- Computershare Investor Services PLC (CPU)
- State Street Corporation (STT)
- Ocorian Administration (UK) Limited
- KPMG LLP
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Jason T. Serrano, Chief Executive Officer
Mr. Serrano was appointed Chief Executive Officer effective January 1, 2022, and has served as a director since March 19, 2019. He previously held the role of President from January 7, 2019. Before joining Adamas Trust, Mr. Serrano was a Partner at Oak Hill Advisors, L.P. (OHA), an alternative investment management firm, from April 2008 to December 2018, where he managed the mortgage investment business. Prior to OHA, he was a Principal at The Blackstone Group, leading the structured finance investment team. He also spent five years as Vice President at Fortress Investment Group, where he helped manage $2 billion in distressed structured products and whole-loan portfolios, and five years at Moody's as a rating analyst.
Kristine R. Nario-Eng, Chief Financial Officer
Ms. Nario-Eng has served as the Chief Financial Officer since May 14, 2014. She joined Adamas Trust in November 2012 as Controller. Prior to her tenure at Adamas Trust, Ms. Nario-Eng was an Assistant Vice President at Deutsche Bank AG from August 2010 to November 2012, where she worked in financial control and accounting services.
Nicholas Mah, President
Mr. Mah was appointed President on December 12, 2022. He previously served as a Managing Director after joining the company in 2018. Before joining Adamas Trust, Mr. Mah was a Portfolio Manager and Managing Director at Oak Hill Advisors, L.P. (OHA), where he was a founding member of the mortgage business, with a 10-year tenure encompassing portfolio management, trading, and financing of single-family mortgage securities and whole loans. He also previously worked at The Blackstone Group and Fortress Investment Group, focusing on asset management.
Steven R. Mumma, Executive Chairman
Mr. Mumma served as Executive Chairman from January 1, 2022, to December 31, 2022, and as Chief Executive Officer from February 3, 2009, to December 31, 2021. He was named Chairman of the Board of Directors effective March 30, 2015, and also served as President until May 16, 2016. Mr. Mumma was appointed President and Co-Chief Executive Officer effective March 31, 2007, coinciding with the divestment of the Company's mortgage lending business, and served as Chief Financial Officer from November 2006 to October 2010. His prior roles at the company include Chief Investment Officer (July 2005) and Chief Operating Officer (November 2003). From September 2000 to September 2003, Mr. Mumma was a Vice President of Natexis ABM Corp.
Adam Howse, Head of Operations
Mr. Howse is a Managing Director and the Company's Head of Operations, overseeing operational strategy and execution for all investment activities, having joined the firm in 2023. Prior to Adamas Trust, he spent ten years at Cerberus Capital Management, where he led the Investment Operations group and was responsible for the operational lifecycle of diverse investment portfolios, with a particular focus on mortgage-backed securities (MBS) and residential loan assets. Cerberus Capital Management is known as a private equity firm.
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Key risks to Adamas Trust's business include:
- Interest Rate Sensitivity: As a mortgage real estate investment trust (REIT), Adamas Trust's profitability is highly sensitive to fluctuations in interest rates. Changes in interest rates can significantly impact the company's net interest spread, the cost of its financing, and the valuation of its mortgage-related assets.
- Leverage and Liquidity Risk: Adamas Trust faces risks associated with its use of leverage and liquidity. Its debt is reportedly not well covered by operating cash flow, and the company's supplemental financial presentations explicitly mention exposure to liquidity risk and risks associated with the use of leverage.
- Dividend Coverage: The company's dividend payouts, which are a key aspect for REIT investors, may not be well covered by its earnings. For example, a reported dividend of 12.8% was noted as not being well covered by earnings. This poses a risk to investors relying on stable distributions.
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nullAI Analysis | Feedback
Adamas Trust (symbol: ADAM) operates within the U.S. housing market, primarily focusing on mortgage-related single-family and multi-family residential assets. The company's addressable markets in the United States are substantial, encompassing residential mortgages, mortgage-backed securities, single-family rental properties, and multi-family real estate.
The key addressable markets for Adamas Trust's main products and services in the U.S. include:
- U.S. Mortgage-Backed Securities (MBS) Market: The U.S. MBS market is a significant segment, with over $11 trillion in outstanding securities and an average daily trading volume of nearly $300 billion. This market is projected to grow from an estimated $15.55 trillion in 2025 to $22.43 trillion by 2030, at a Compound Annual Growth Rate (CAGR) of 7.60%.
- U.S. Multi-Family Real Estate Market: Valued at approximately $265 billion in 2022, this market is anticipated to reach $466 billion by 2030, exhibiting a CAGR of 7.31% from 2023 to 2030. Investment sales volume in the multifamily sector totaled $157.7 billion over the trailing twelve months as of Q1 2025. Annual multifamily originations are expected to be in the range of $275 billion to $315 billion in 2024, with a baseline of $295 billion, and rise to $330 billion to $375 billion in 2025, with a baseline of $350 billion.
- U.S. Single-Family Rental (SFR) Market: This market has a commanding valuation of over $4 trillion. As of 2023, there were 14.2 million single-family rental households in the U.S. Over half of the approximately 43 million renter households in the U.S. (around 25 million) reside in single-family rental homes.
- U.S. Home Mortgage Market: The U.S. home mortgage market was valued at around $180.91 billion in 2023 and is projected to grow to approximately $501.67 billion by 2032, with a CAGR of about 12.00% between 2024 and 2032. Americans currently owe $12.94 trillion on 86.47 million mortgages. Mortgage originations in the U.S. reached $1.69 trillion in 2024.
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Here are 3-5 expected drivers of future revenue growth for Adamas Trust (ADAM) over the next 2-3 years:Adamas Trust's future revenue growth is anticipated to be driven by several key strategic initiatives and market dynamics:
- Expansion of Investment Portfolio, particularly Agency RMBS and Residential Loans: The company has demonstrated significant growth in its investment portfolio, with a notable increase to $10.4 billion from $8.6 billion. This expansion includes the acquisition of approximately $1.8 billion in Agency investments and $525.7 million in residential loans. Management has indicated a continued, albeit more measured, approach to growing its Agency Residential Mortgage-Backed Securities (RMBS) allocation and a focus on rotating into interest-earning assets.
- Growth of Constructive (Business Purpose Loan Platform): Adamas Trust's full acquisition of Constructive Loans, LLC, a business purpose loan origination platform, is expected to be a significant driver of future profitability and mortgage banking income. This strategic move provides Adamas Trust with direct control over the platform, which management anticipates will play an "increasingly important role in Adamas' profitability and strategic positioning in 2026 and beyond."
- Portfolio Diversification: The company's rebranding to Adamas Trust signifies a broader strategic vision aimed at moving beyond geographic affiliations and focusing on diversified, scalable real estate investments. This diversification, including an emphasis on business purpose rental loans and high-credit assets, is intended to enhance revenue stability and resilience against shifts in the real estate market and economic headwinds.
- Increased Net Interest Income/Spread: Adamas Trust has reported a substantial year-over-year increase in its adjusted net interest income, with a 47% rise. This growth is directly linked to the expansion of its investment portfolio and improved liquidity with potentially lower financing costs, contributing to a stable net interest spread. As a mortgage REIT, net interest income serves as a primary analogue for revenue.
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Adamas Trust (ADAM) Capital Allocation Decisions Over the Last 3-5 Years:Share Issuance
- In the third quarter of 2025, Adamas Trust completed the issuance of $115.0 million in aggregate principal amount of its 9.875% Senior Notes due 2030, with net proceeds of approximately $111.4 million.
- The company also completed two securitizations of residential loans in the third quarter of 2025, resulting in approximately $619.2 million in net proceeds.
- A reverse stock split with a ratio of 1:4 occurred on March 9, 2023.
Outbound Investments
- During the third quarter of 2025, Adamas Trust acquired approximately $1.8 billion of Agency investments.
- In the same quarter, the company acquired approximately $525.7 million in residential loans.
- Adamas Trust acquired the outstanding 50% ownership interests in Constructive Loans, LLC in Q3 2025, a business it had partially owned since 2021, in a move expected to be immediately accretive to earnings.
Research & Analysis
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Peer Comparisons for Adamas Trust
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 15.24 |
| Mkt Cap | 6.5 |
| Rev LTM | 861 |
| Op Inc LTM | - |
| FCF LTM | 414 |
| FCF 3Y Avg | 249 |
| CFO LTM | 414 |
| CFO 3Y Avg | 270 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -10.3% |
| Rev Chg 3Y Avg | 52.3% |
| Rev Chg Q | 33.2% |
| QoQ Delta Rev Chg LTM | 6.4% |
| Op Mgn LTM | - |
| Op Mgn 3Y Avg | - |
| QoQ Delta Op Mgn LTM | - |
| CFO/Rev LTM | 53.6% |
| CFO/Rev 3Y Avg | 21.0% |
| FCF/Rev LTM | 53.6% |
| FCF/Rev 3Y Avg | 21.0% |
Price Behavior
| Market Price | $8.73 | |
| Market Cap ($ Bil) | 0.8 | |
| First Trading Date | 07/26/2004 | |
| Distance from 52W High | 0.0% | |
| 50 Days | 200 Days | |
| DMA Price | $7.23 | $6.50 |
| DMA Trend | up | up |
| Distance from DMA | 20.7% | 34.3% |
| 3M | 1YR | |
| Volatility | 27.2% | 32.5% |
| Downside Capture | -37.98 | 69.02 |
| Upside Capture | 116.80 | 109.36 |
| Correlation (SPY) | 19.0% | 47.4% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.18 | 0.44 | 0.56 | 0.60 | 0.81 | 0.99 |
| Up Beta | 2.52 | 1.37 | 1.26 | 1.35 | 0.64 | 0.77 |
| Down Beta | -1.79 | -0.51 | 0.09 | -0.32 | 0.94 | 1.02 |
| Up Capture | -4% | 109% | 77% | 84% | 104% | 96% |
| Bmk +ve Days | 11 | 23 | 37 | 72 | 143 | 431 |
| Stock +ve Days | 9 | 21 | 32 | 62 | 128 | 388 |
| Down Capture | 21% | 7% | 47% | 70% | 86% | 105% |
| Bmk -ve Days | 11 | 18 | 27 | 55 | 108 | 320 |
| Stock -ve Days | 12 | 19 | 30 | 59 | 114 | 338 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| ADAM vs. Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| ADAM | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 70.0% | 14.0% | 19.8% | 70.5% | 3.8% | 10.2% | -1.0% |
| Annualized Volatility | 32.3% | 19.0% | 19.3% | 20.0% | 15.3% | 16.7% | 34.5% |
| Sharpe Ratio | 1.67 | 0.56 | 0.81 | 2.56 | 0.04 | 0.41 | 0.07 |
| Correlation With Other Assets | 45.7% | 46.9% | -6.2% | 14.2% | 59.9% | 9.7% | |
ETFs used for asset classes: Sector ETF = XLF, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| ADAM vs. Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| ADAM | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 1.6% | 13.9% | 14.1% | 19.4% | 11.1% | 6.1% | 20.0% |
| Annualized Volatility | 33.7% | 18.8% | 17.1% | 15.6% | 18.7% | 18.8% | 48.1% |
| Sharpe Ratio | 0.12 | 0.61 | 0.66 | 1.00 | 0.47 | 0.23 | 0.45 |
| Correlation With Other Assets | 50.7% | 51.3% | 12.2% | 14.7% | 60.2% | 21.3% | |
ETFs used for asset classes: Sector ETF = XLF, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| ADAM vs. Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| ADAM | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 3.6% | 13.8% | 15.5% | 14.8% | 7.6% | 5.9% | 70.8% |
| Annualized Volatility | 54.6% | 22.3% | 18.0% | 14.8% | 17.6% | 20.8% | 55.7% |
| Sharpe Ratio | 0.29 | 0.57 | 0.75 | 0.83 | 0.35 | 0.25 | 0.91 |
| Correlation With Other Assets | 37.7% | 33.7% | 0.9% | 14.9% | 44.1% | 9.3% | |
ETFs used for asset classes: Sector ETF = XLF, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 10/29/2025 | -4.6% | 0.0% | 10.1% |
| 7/30/2025 | -6.1% | -2.5% | 4.7% |
| 4/30/2025 | 8.2% | 11.6% | 11.2% |
| 2/19/2025 | 7.3% | 17.4% | 14.9% |
| 10/30/2024 | 3.0% | 3.6% | 9.6% |
| 7/31/2024 | -2.0% | -3.7% | 2.8% |
| 5/1/2024 | -10.8% | -14.2% | -15.2% |
| 2/21/2024 | -2.2% | -5.4% | -0.8% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 7 | 12 | 15 |
| # Negative | 17 | 12 | 9 |
| Median Positive | 2.1% | 1.9% | 9.6% |
| Median Negative | -2.2% | -4.5% | -10.0% |
| Max Positive | 8.2% | 17.4% | 34.8% |
| Max Negative | -10.8% | -14.2% | -20.5% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/04/2025 | 10-Q (09/30/2025) |
| 06/30/2025 | 08/01/2025 | 10-Q (06/30/2025) |
| 03/31/2025 | 05/02/2025 | 10-Q (03/31/2025) |
| 12/31/2024 | 02/21/2025 | 10-K (12/31/2024) |
| 09/30/2024 | 11/01/2024 | 10-Q (09/30/2024) |
| 06/30/2024 | 08/02/2024 | 10-Q (06/30/2024) |
| 03/31/2024 | 05/03/2024 | 10-Q (03/31/2024) |
| 12/31/2023 | 02/23/2024 | 10-K (12/31/2023) |
| 09/30/2023 | 11/03/2023 | 10-Q (09/30/2023) |
| 06/30/2023 | 08/04/2023 | 10-Q (06/30/2023) |
| 03/31/2023 | 05/05/2023 | 10-Q (03/31/2023) |
| 12/31/2022 | 02/24/2023 | 10-K (12/31/2022) |
| 09/30/2022 | 11/04/2022 | 10-Q (09/30/2022) |
| 06/30/2022 | 08/04/2022 | 10-Q (06/30/2022) |
| 03/31/2022 | 05/05/2022 | 10-Q (03/31/2022) |
| 12/31/2021 | 02/25/2022 | 10-K (12/31/2021) |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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