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PEO: Petroleum & Resources Common (CEF)
Basic Info 17.04 0.16(0.95%) October 22
| Asset Class: | Equity Energy |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 05/14/1999 |
| Last Dividend Date: | 08/17/2021 |
| 12-Mo. Yield | 2.96% |
| Expenses | - |
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Performance Analytics (As of 10/21/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.5 | 53.0 | 77.0 | 3.3 | 2.4 | 1.8 | 2.4 | 5.3 | -27.9 | 13.7 | -26.6 | -1.1 | 20.6 | -24.1 | -6.8 | 22.5 | 4.3 | -2.1 | 19.9 | 29.8 | -42.5 | 29.3 | 15.5 | 28.2 | 14.4 | 31.1 | -13.7 | -8.7 | 35.7 | 2.7 |
| SR | NA | 2.73 | 2.6 | 0.02 | 0.06 | 0.05 | NA | 0.16 | -0.47 | 0.68 | -1.23 | -0.15 | 0.89 | -1.06 | -0.39 | 1.84 | 0.28 | -0.07 | 0.88 | 0.89 | -0.83 | 1.35 | 0.65 | 1.32 | 0.8 | 2.38 | -0.77 | -0.55 | 1.49 | 0.05 |
| DD(%) | NA | 15.3 | 15.3 | 64.7 | 68.0 | 73.7 | NA | 73.7 | 63.1 | 15.6 | 35.9 | 13.4 | 15.5 | 30.4 | 26.6 | 8.3 | 17.2 | 29.3 | 20.9 | 27.2 | 57.6 | 13.4 | 15.3 | 15.2 | 11.3 | 7.7 | 29.4 | 30.5 | 11.8 | 11.8 |
| SD(%) | NA | 25.8 | 29.0 | 38.9 | 31.6 | 26.2 | NA | 25.8 | 59.1 | 18.3 | 22.6 | 11.9 | 22.9 | 22.8 | 17.5 | 12.2 | 15.1 | 30.0 | 22.4 | 33.2 | 52.4 | 19.6 | 18.9 | 19.7 | 16.9 | 12.8 | 19.3 | 20.2 | 21.3 | 18.8 |
| TR | NA | 0.52 | 0.57 | 0.01 | 0.02 | 0.01 | NA | 0.05 | -0.27 | 0.13 | -0.28 | -0.03 | 0.24 | -0.29 | -0.08 | 0.28 | 0.06 | -0.02 | 0.22 | 0.36 | -0.56 | 0.32 | 0.16 | 0.36 | 0.17 | 0.52 | -0.29 | -0.2 | 0.54 | 0.01 |
| Alpha(%) | NA | 0.05 | 0.04 | 0.05 | 0.02 | 0.01 | NA | 0.0 | 0.04 | 0.01 | -0.05 | -0.01 | -0.02 | -0.03 | 0.03 | 0.03 | 0.01 | 0.0 | 0.03 | 0.0 | -0.05 | 0.0 | 0.0 | -0.01 | -0.04 | 0.04 | -0.06 | -0.03 | 0.04 | 0.01 |
| Beta(%) | NA | 1.36 | 1.32 | 1.06 | 1.03 | 0.95 | NA | 0.83 | 1.05 | 0.95 | 1.01 | 0.71 | 0.85 | 0.82 | 0.9 | 0.82 | 0.75 | 0.94 | 0.9 | 0.82 | 0.77 | 0.83 | 0.77 | 0.72 | 0.78 | 0.58 | 0.51 | 0.55 | 0.59 | 0.61 |
| RS | NA | 0.72 | 0.77 | 0.77 | 0.77 | 0.79 | NA | 0.74 | 0.76 | 0.8 | 0.89 | 0.62 | 0.87 | 0.83 | 0.85 | 0.82 | 0.89 | 0.96 | 0.95 | 0.87 | 0.76 | 0.86 | 0.83 | 0.6 | 0.51 | 0.34 | 0.42 | 0.42 | 0.55 | 0.45 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/14/1999
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