Adams Natural Resources Closed Fund (PEO) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to PEO

PEO charges 0.64% annually. Among mutual funds in the Energy Equities category, these options have the lowest expense ratios among PEO alternatives.

Symbol	Name	Expense Ratio	Inception
VENAX	Vanguard Energy Index Fund Admiral Shares	0.10%	Oct 7, 2004	PEO vs VENAX
VGELX	Vanguard Energy Fund Admiral Shares	0.33%	Nov 12, 2001	PEO vs VGELX
VGENX	Vanguard Energy Fund Investor Shares	0.41%	May 23, 1984	PEO vs VGENX
FMGIX	Frontier MFG Core Infrastructure Fund	0.50%	Jan 17, 2012	PEO vs FMGIX
PRNEX	T. Rowe Price New Era Fund	0.56%	Jan 19, 1969	PEO vs PRNEX

Best Risk-Adjusted Alternatives to PEO

Among mutual funds in the Energy Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
RSNRX	Victory Global Energy Transition Fund	98	Nov 14, 1995	PEO vs RSNRX
RSNYX	Victory Global Energy Transition Fund Class Y	98	May 1, 2007	PEO vs RSNYX
PSPFX	U.S. Global Investors Global Resources Fund	97	Aug 2, 1983	PEO vs PSPFX
GRHIX	Goehring & Rozencwajg Resources Fund	97	Dec 29, 2016	PEO vs GRHIX
IGNAX	Delaware Ivy Natural Resources Fund	96	Jan 1, 1997	PEO vs IGNAX

Top Performing PEO Alternatives (YTD)

PEO alternatives from the Energy Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
OEPIX	Oil Equipment & Services UltraSector ProFund	65.25%	Jun 4, 2006	PEO vs OEPIX
FSENX	Fidelity Select Energy Portfolio	40.53%	Jul 14, 1981	PEO vs FSENX
VENAX	Vanguard Energy Index Fund Admiral Shares	39.76%	Oct 7, 2004	PEO vs VENAX
RYVIX	Rydex Energy Services Fund	39.66%	Mar 31, 1998	PEO vs RYVIX
FSTEX	Invesco Energy Fund	38.85%	Jan 18, 1984	PEO vs FSTEX

Lowest Volatility Alternatives to PEO

PEO alternatives from the Energy Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	11.49%	May 2, 2004	PEO vs CSUIX
DHIVX	Centre Global Infrastructure Fund	11.79%	Jan 28, 2018	PEO vs DHIVX
PAXDX	Pax Global Sustainable Infrastructure Fund	11.81%	Dec 15, 2016	PEO vs PAXDX
FMGIX	Frontier MFG Core Infrastructure Fund	11.91%	Jan 17, 2012	PEO vs FMGIX
JEEIX	JHancock Infrastructure Fund	11.92%	Dec 19, 2013	PEO vs JEEIX

Lowest Drawdown Alternatives to PEO

PEO alternatives from the Energy Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
BGLYX	Brookfield Global Listed Infrastructure Fund	-7.55%	Nov 29, 2011	PEO vs BGLYX
DHIVX	Centre Global Infrastructure Fund	-7.73%	Jan 28, 2018	PEO vs DHIVX
PGJZX	PGIM Jennison Global Infrastructure Fund	-7.74%	Sep 24, 2013	PEO vs PGJZX
FMGIX	Frontier MFG Core Infrastructure Fund	-7.74%	Jan 17, 2012	PEO vs FMGIX
JEEIX	JHancock Infrastructure Fund	-7.76%	Dec 19, 2013	PEO vs JEEIX

Other Mutual Funds from Adams Funds

Most popular Adams Funds mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Growth Equities	83	-4.23%	Jan 2, 1990	PEO vs ADX

Often Compared With PEO

What investors most often compare with PEO, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
AMLP	Alerian MLP ETF	MLPs	32	14.20%	Aug 23, 2010	PEO vs AMLP
BGR	BlackRock Energy and Resources Trust		85	30.31%	—	PEO vs BGR
ASGI	Abrdn Global Infrastructure Income Fund	Industrials Equities	89	2.90%	Jul 29, 2020	PEO vs ASGI
EIPI	FT Energy Income Partners Enhanced Income ETF	Derivative Income	72	15.17%	Sep 27, 2011	PEO vs EIPI
QQQM	Invesco NASDAQ 100 ETF	Large Cap Growth Equities	70	-5.92%	Oct 13, 2020	PEO vs QQQM
RDVI	FT Cboe Vest Rising Dividend Achievers Target Inco...	Derivative Income	59	-0.53%	Oct 19, 2022	PEO vs RDVI
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	52	12.79%	Oct 20, 2011	PEO vs SCHD
STX	Seagate Technology plc		99	42.50%	—	PEO vs STX
FENY	Fidelity MSCI Energy Index ETF	Energy Equities	76	38.13%	Oct 21, 2013	PEO vs FENY
PFFA	Virtus InfraCap U.S. Preferred Stock ETF	Preferred Stock/Convertible Bonds, Actively Managed	30	-3.22%	May 15, 2018	PEO vs PFFA
MLPX	Global X MLP & Energy Infrastructure ETF	MLPs	62	23.52%	Aug 7, 2013	PEO vs MLPX
VYMI	Vanguard International High Dividend Yield ETF	Dividend, Foreign Large Cap Equities	93	5.51%	Feb 25, 2016	PEO vs VYMI
RYEIX	Rydex Energy Fund	Energy Equities	85	37.40%	Apr 20, 1998	PEO vs RYEIX
STK	Columbia Seligman Premium Technology Growth Closed...	Technology Equities	91	4.31%	Nov 25, 2009	PEO vs STK
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	PEO vs SPY
QDVO	Amplify CWP Growth & Income ETF	Derivative Income	74	-5.75%	Aug 22, 2024	PEO vs QDVO

Compare PEO with Any Fund or Stock

Compare PEO with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Adams Natural Resources Closed Fund

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