Performance analysis of PEO (Adams Natural Resources Fund)
Annual Return
Over the past 3 years, PEO has had an average annual return of +18.89%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, PEO has had an average annual return of +18.50%, outperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, PEO has had an average annual return of +10.11%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, PEO has had an average annual return of +7.86%, underperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +24.51% | +9.95% | +13.59% | +0.86% | +41.80% | +53.93% | -26.37% | +21.01% | -23.01% | +4.65% | +20.57% | -20.39% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -6.83% | +22.37% | +4.31% | -2.00% | +19.88% | +29.79% | -42.53% | +29.14% | +15.11% | +32.94% | +14.39% | +31.08% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -13.69% | -8.82% | +34.07% | -2.66% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +14.96% | +6.90% | +6.19% | -0.85% | -5.66% | +2% | +24.51% | ||||||
| 2025 | +2.18% | +2.88% | +2.17% | -10.28% | +0.65% | +6.42% | +2.63% | +3.13% | -2.62% | -0.28% | +3.16% | +0.46% | +9.95% |
| 2024 | -0.78% | +4.16% | +8.67% | +0.26% | +2.69% | -0.13% | +3.35% | -1.50% | -1.07% | +1.47% | +4.84% | -8.19% | +13.59% |
| 2023 | +3.67% | -5.41% | -3.38% | +2.04% | -7.11% | +7.38% | +8.98% | +1.72% | +0.61% | -6.70% | -0.07% | +0.59% | +0.86% |
| 2022 | +13.56% | +4.06% | +7.77% | +1.10% | +9.09% | -15.27% | +8.78% | +2.37% | -9.82% | +21.07% | +1.96% | -3.88% | +41.80% |
| 2021 | +4.05% | +19.26% | +5.07% | +2.65% | +5.28% | +2.53% | -6.11% | -1.64% | +5.59% | +8.41% | -2.08% | +2.93% | +53.93% |
| 2020 | -9.48% | -17.45% | -32.16% | +28.34% | +4.70% | +2.99% | +1.94% | +0.05% | -14.88% | -3.88% | +21.24% | +3.74% | -26.37% |
| 2019 | +11.39% | +2.03% | +1.88% | +1.19% | -9.89% | +8.81% | -1.57% | -6.62% | +4.83% | +0.07% | +2.19% | +6.88% | +21.01% |
| 2018 | +3.23% | -9.97% | -0.71% | +8.24% | +2.42% | +0% | +1.04% | -2.40% | +1.17% | -12.24% | -1.96% | -12.34% | -23.01% |
| 2017 | -0.30% | -1.89% | -1.07% | -0.11% | -2.80% | -0.32% | +2.19% | -4.62% | +8.39% | -0.66% | +1.90% | +4.48% | +4.65% |
Drawdown analysis of PEO (Adams Natural Resources Fund)
The maximum drawdown for the PEO was -71.90%, occurring on Mar 18, 2020. Recovery took 474 trading sessions.
The current PEO drawdown is -6.47%.
Since Nov 1, 1999 PEO has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 17 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -71.90% | Jul 24, 2014 | 1422 | Mar 18, 2020 | 474 | Feb 2, 2022 | 1896 |
| -59.45% | May 20, 2008 | 201 | Mar 9, 2009 | 1277 | Apr 3, 2014 | 1478 |
| -40.24% | May 22, 2001 | 290 | Jul 23, 2002 | 556 | Oct 6, 2004 | 846 |
| -24.30% | Jun 8, 2022 | 24 | Jul 14, 2022 | 135 | Jan 26, 2023 | 159 |
| -18.84% | Nov 22, 2024 | 91 | Apr 8, 2025 | 163 | Dec 1, 2025 | 254 |
| -16.37% | Jan 26, 2023 | 35 | Mar 17, 2023 | 99 | Aug 9, 2023 | 134 |
| -15.32% | May 10, 2006 | 23 | Jun 13, 2006 | 40 | Aug 9, 2006 | 63 |
| -15.27% | Dec 26, 2007 | 18 | Jan 23, 2008 | 57 | Apr 15, 2008 | 75 |
| -15.22% | Sep 19, 2005 | 23 | Oct 20, 2005 | 36 | Dec 12, 2005 | 59 |
| -14.93% | Nov 17, 1999 | 24 | Dec 22, 1999 | 69 | Mar 31, 2000 | 93 |
| -13.36% | Jul 19, 2007 | 20 | Aug 16, 2007 | 25 | Sep 21, 2007 | 45 |
| -12.60% | Aug 9, 2006 | 38 | Oct 3, 2006 | 27 | Nov 9, 2006 | 65 |
| -12.23% | Mar 4, 2005 | 50 | May 16, 2005 | 24 | Jun 20, 2005 | 74 |
| -11.80% | Sep 5, 2023 | 65 | Dec 6, 2023 | 66 | Mar 13, 2024 | 131 |
| -11.79% | Oct 12, 2000 | 38 | Dec 6, 2000 | 33 | Jan 25, 2001 | 71 |
| -10.59% | Jan 23, 2006 | 32 | Mar 9, 2006 | 43 | May 10, 2006 | 75 |
| -10.42% | Dec 14, 2006 | 16 | Jan 10, 2007 | 50 | Mar 23, 2007 | 66 |
| -9.91% | Mar 8, 2001 | 18 | Apr 3, 2001 | 13 | Apr 23, 2001 | 31 |
| -9.70% | Mar 30, 2026 | 13 | Apr 17, 2026 | Ongoing | Ongoing | Ongoing |
| -8.41% | Oct 18, 2007 | 27 | Nov 27, 2007 | 19 | Dec 24, 2007 | 46 |
| -8.05% | Mar 8, 2022 | 5 | Mar 15, 2022 | 5 | Mar 22, 2022 | 10 |
| -7.84% | Jul 31, 2024 | 29 | Sep 11, 2024 | 15 | Oct 2, 2024 | 44 |
| -7.28% | Mar 31, 2000 | 11 | Apr 17, 2000 | 14 | May 8, 2000 | 25 |
| -7.21% | May 4, 2022 | 4 | May 10, 2022 | 12 | May 26, 2022 | 16 |
| -6.77% | Apr 18, 2022 | 5 | Apr 25, 2022 | 7 | May 4, 2022 | 12 |