Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PEO (Adams Natural Resources Closed Fund) | 10.50% | 16.51% | 18.20% | 25.54% | 7.14% | 7.38% | 5.76% | 7.22% |
Data as of 07/11/2025, AR inception is 05/14/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEO (Adams Natural Resources Closed Fund) | 05/14/1999 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 2.86 | 16.51 | 18.20 | 25.54 | 7.14 | 7.38 | 5.76 | 7.22 | 10.50 | 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 | 0.56 | 0.65 | 0.92 | 0.20 | NA | NA | 0.23 | 0.63 | 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 | 23.87 | 22.73 | 25.89 | 28.48 | NA | NA | 25.68 | 28.73 | 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 | 18.86 | 18.86 | 24.56 | 68.06 | NA | NA | 73.75 | 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 | 11.11 | 9.76 | 12.08 | 4.98 | 6.20 | 5.28 | 4.87 | 4.78 | 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 07/11/2025, AR inception 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) |
43.06%
Mar 2020 - Mar 2023 |
32.54%
Mar 2020 - Mar 2025 |
11.15%
Jan 2003 - Jan 2013 |
9.70%
Jun 1999 - Jun 2014 |
Annualized Rolling Returns Comparison Chart