Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPEOX (Adams Natural Resources Fund) | 28.31% | 39.35% | 16.14% | 16.65% | 8.34% | 3.51% | 2.02% | … | … |
Data as of 06/03/2026, Common starting date is 05/17/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPEOX (Adams Natural Resources Fund) | 05/17/1999 | 06/03/2026 |
| 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 (%) | 2.80 | 39.35 | 16.14 | 16.65 | 8.34 | 3.51 | 2.02 | … | … | 28.31 | 8.30 | 4.09 | 1.42 | 42.86 | 44.27 | -24.05 | 12.31 | -20.89 | 2.13 | 15.81 | -24.75 | -9.77 | 22.85 | -2.59 | -7.00 | 14.88 | 18.78 | -47.63 | 17.17 | 4.14 | 25.14 | 17.04 | 14.68 | -15.74 | -23.83 | -17.14 | 0.05 |
| Sharpe Ratio | NA | 1.97 | 0.63 | 0.62 | 0.24 | NA | NA | … | … | 3.22 | 0.25 | 0.03 | -0.10 | 1.31 | 1.74 | -0.46 | 0.64 | -1.02 | 0.12 | 0.69 | -1.02 | -0.52 | 1.67 | -0.15 | -0.21 | 0.63 | 0.59 | -0.82 | 0.65 | 0.03 | 1.13 | 1.18 | 1.02 | -0.73 | -1.14 | -0.46 | -0.18 |
| Standard Deviation(%) | NA | 17.10 | 18.73 | 23.13 | 26.33 | NA | NA | … | … | 20.35 | 21.51 | 15.37 | 21.47 | 31.72 | 25.41 | 53.03 | 17.05 | 21.83 | 12.25 | 22.59 | 24.21 | 18.90 | 13.64 | 18.32 | 33.21 | 23.31 | 31.83 | 59.06 | 21.51 | 23.01 | 20.21 | 13.64 | 13.70 | 23.01 | 23.42 | 46.68 | 18.79 |
| Draw Down(%) | NA | 9.06 | 19.54 | 25.31 | 62.96 | NA | NA | … | … | 9.06 | 17.32 | 13.27 | 16.02 | 25.31 | 14.18 | 55.44 | 14.48 | 30.91 | 14.44 | 13.50 | 29.11 | 28.20 | 7.08 | 17.48 | 30.25 | 21.23 | 23.94 | 59.36 | 15.21 | 15.62 | 13.74 | 5.41 | 9.29 | 26.23 | 32.62 | 44.00 | 14.75 |
| Yield(%) | 0.00 | 8.70 | 8.30 | 8.62 | 5.32 | 3.10 | 2.07 | … | … | 4.11 | 8.42 | 7.07 | 5.39 | 8.33 | 4.30 | 2.65 | 5.89 | 3.47 | 4.85 | 0.00 | 0.00 | 5.30 | 6.61 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/17/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPEOX (Adams Natural Resources Fund) |
-23.95%
Sep 2000 – Sep 2003 |
-14.98%
Mar 2015 – Mar 2020 |
-6.99%
Aug 2000 – Aug 2010 |
-5.86%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPEOX (Adams Natural Resources Fund) |
40.85%
Mar 2020 – Mar 2023 |
26.96%
Mar 2020 – Mar 2025 |
9.37%
Feb 2016 – Feb 2026 |
5.21%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart