Adams Natural Resources Closed Fund (PEO) belongs to the Energy Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PEO. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PEO
PEO charges 0.64% annually. There are 5 mutual funds in the Energy Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | 11.00B | Oct 2004 | PEO vs VENAX | |
| Vanguard Energy Opportunities Fund Admiral Shares | 0.37% | 6.90B | Nov 2001 | PEO vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 6.90B | May 1984 | PEO vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | PEO vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | PEO vs PRNEX |
Best Risk-Adjusted Alternatives to PEO
PEO has a PortfoliosLab risk / return rank of 79. There are 31 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | PEO vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 96 | — | May 2007 | PEO vs RSNYX | |
| Recurrent MLP & Infrastructure Fund | 92 | — | Nov 2017 | PEO vs RMLPX | |
| Vanguard Energy Opportunities Fund Admiral Shares | 91 | 6.90B | Nov 2001 | PEO vs VGELX | |
| Franklin Natural Resources Fund | 91 | — | Jun 1995 | PEO vs FRNRX |
Top Performing PEO Alternatives (YTD)
PEO is at 31.28% YTD. There are 12 mutual funds in the Energy Equities category with higher YTD returns, going as high as 46.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 46.27% | — | Jun 2006 | PEO vs OEPIX | |
| Recurrent MLP & Infrastructure Fund | 39.36% | — | Nov 2017 | PEO vs RMLPX | |
| Fidelity Select Energy Portfolio | 38.84% | — | Jul 1981 | PEO vs FSENX | |
| Guinness Atkinson Global Energy Fund | 36.50% | — | Jun 2004 | PEO vs GAGEX | |
| Vanguard Energy Index Fund Admiral Shares | 33.62% | 11.00B | Oct 2004 | PEO vs VENAX |
Lowest Volatility Alternatives to PEO
PEO has 17.74% 1-year volatility. There are 56 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.12%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.12% | — | Dec 2016 | PEO vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | PEO vs SBMBX | |
| JHancock Infrastructure Fund | 9.99% | — | Dec 2013 | PEO vs JEEIX | |
| Centre Global Infrastructure Fund | 10.11% | — | Jan 2018 | PEO vs DHIVX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.13% | — | May 2004 | PEO vs CSUIX |
Lowest Drawdown Alternatives to PEO
PEO has a 1-year max drawdown of -11.93%. There are 59 mutual funds in the Energy Equities category with shallower 1-year drawdowns, going as shallow as -4.49%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | -4.49% | — | Dec 2016 | PEO vs PAXDX | |
| EIP Growth and Income Fund | -4.51% | — | Aug 2006 | PEO vs EIPIX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | PEO vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | PEO vs SBMBX | |
| Invesco SteelPath MLP Alpha Fund | -5.93% | — | Mar 2010 | PEO vs MLPOX |
Other Mutual Funds from Adams Funds
The 1 most viewed Adams Funds mutual funds shown here include ADX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Adams Diversified Equity Fund, Inc. | Large Cap Blend Equities | 83 | 16.11% | — | Jan 1990 | PEO vs ADX |
Often Compared With PEO
Investors most often compare PEO with AMLP, BGR, EIPI. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare PEO with Any Fund or Stock
Compare PEO with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PEO with funds that move differently
Adams Natural Resources Closed Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PEO.
Explore PEO Diversifiers