Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEO (Adams Natural Resources Closed Fund) | 29.60% | 41.25% | 19.70% | 18.39% | 9.48% | 5.81% | 6.03% | … | … |
Data as of 06/04/2026, Common starting date is 05/14/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEO (Adams Natural Resources Closed Fund) | 05/14/1999 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.59 | 41.25 | 19.70 | 18.39 | 9.48 | 5.81 | 6.03 | … | … | 29.60 | 15.43 | 20.45 | 7.84 | 51.94 | 59.75 | -27.88 | 13.73 | -26.56 | -1.14 | 20.57 | -24.07 | -6.76 | 22.51 | 4.31 | -2.13 | 19.88 | 29.80 | -42.46 | 29.25 | 15.47 | 28.20 | 14.39 | 31.08 | -13.69 | -8.66 | 35.74 | 2.66 |
| Sharpe Ratio | NA | 1.97 | 0.79 | 0.67 | 0.28 | NA | NA | … | … | 3.18 | 0.54 | 0.87 | 0.17 | 1.53 | 2.40 | -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 | 0.80 | 2.38 | -0.77 | -0.55 | 1.49 | 0.05 |
| Standard Deviation(%) | NA | 17.56 | 19.44 | 23.63 | 27.74 | NA | NA | … | … | 21.53 | 23.62 | 16.07 | 21.51 | 33.23 | 24.90 | 59.08 | 18.30 | 22.61 | 11.86 | 22.87 | 22.79 | 17.47 | 12.25 | 15.09 | 29.99 | 22.42 | 33.23 | 52.40 | 19.59 | 18.88 | 19.67 | 16.87 | 12.79 | 19.25 | 20.23 | 21.30 | 18.79 |
| Draw Down(%) | NA | 9.70 | 18.86 | 24.30 | 68.06 | NA | NA | … | … | 9.70 | 18.76 | 11.80 | 15.99 | 24.30 | 15.30 | 63.13 | 15.62 | 35.94 | 13.41 | 15.50 | 30.38 | 26.58 | 8.28 | 17.25 | 29.34 | 20.94 | 27.23 | 57.60 | 13.35 | 15.32 | 15.23 | 11.31 | 7.67 | 29.37 | 30.50 | 11.79 | 11.78 |
| Yield(%) | 0.00 | 9.84 | 9.92 | 9.96 | 6.27 | 4.70 | 5.11 | … | … | 4.58 | 9.34 | 8.45 | 6.38 | 9.69 | 5.18 | 3.01 | 7.42 | 3.23 | 4.80 | 6.50 | 1.85 | 6.97 | 7.70 | 6.37 | 7.23 | 5.21 | 6.83 | 7.67 | 13.20 | 11.53 | 2.50 | 5.59 | 6.14 | 4.78 | 5.45 | 5.53 | 4.36 |
Data as of 06/04/2026, Common starting date is 05/14/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEO (Adams Natural Resources Closed Fund) |
-20.66%
Mar 2017 – Mar 2020 |
-14.61%
Mar 2015 – Mar 2020 |
-4.76%
Mar 2010 – Mar 2020 |
-1.70%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEO (Adams Natural Resources Closed Fund) |
42.30%
Mar 2020 – Mar 2023 |
30.21%
Mar 2020 – Mar 2025 |
11.15%
Jan 2003 – Jan 2013 |
9.70%
Jun 1999 – Jun 2014 |
Annualized Rolling Returns Comparison Chart