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% | 11.80B | Oct 2004 | PEO vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | PEO vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | 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 43. There are 59 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 97 | — | Dec 2013 | PEO vs MLOZX | |
| Victory Global Energy Transition Fund Class Y | 94 | — | May 2007 | PEO vs RSNYX | |
| Victory Global Energy Transition Fund | 94 | — | Nov 1995 | PEO vs RSNRX | |
| Delaware Ivy Energy Fund | 88 | — | Apr 2006 | PEO vs IEYYX | |
| EIP Growth and Income Fund (NEW) | 88 | — | Aug 2006 | PEO vs EIPIX |
Top Performing PEO Alternatives (YTD)
PEO is at 24.21% YTD. There are 26 mutual funds in the Energy Equities category with higher YTD returns, going as high as 55.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 55.57% | — | Jun 2006 | PEO vs OEPIX | |
| NXG Cushing® Midstream Energy Fund | 36.07% | — | Aug 2007 | PEO vs SRV | |
| Rydex Energy Services Fund | 34.99% | — | Mar 1998 | PEO vs RYVIX | |
| Recurrent MLP & Infrastructure Fund | 33.65% | — | Nov 2017 | PEO vs RMLPX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | PEO vs MLOZX |
Lowest Volatility Alternatives to PEO
PEO has 17.81% 1-year volatility. There are 59 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.65% | — | Dec 2016 | PEO vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | PEO vs SBMBX | |
| JHancock Infrastructure Fund | 10.04% | — | Dec 2013 | PEO vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.09% | — | May 2004 | PEO vs CSUIX | |
| Centre Global Infrastructure Fund | 10.15% | — | Jan 2018 | PEO vs DHIVX |
Lowest Drawdown Alternatives to PEO
PEO has a 1-year max drawdown of -11.93%. There are 58 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 (NEW) | -4.51% | — | Aug 2006 | PEO vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | PEO vs MLOZX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | PEO vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | PEO vs SBMBX |
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 | 81 | 15.83% | — | Jan 1990 | PEO vs ADX |
Often Compared With PEO
Investors most often compare PEO with AMLP, BGR, EIPI. These 20 comparison targets span 8 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