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Adams Natural Resources Closed Fund (PEO) Sharpe Ratio: 1.52

Mutual Fund · Currency in USD · Last updated Jul 14, 2026

Adams Natural Resources Fund, Inc. manages a closed-end equity fund focused on the energy and material sectors, investing in stocks of companies across all market capitalizations within the energy and natural resources industry. The firm employs a fundamental, bottom-up stock picking approach emphasizing earnings growth, market position, cash flow, valuation, and other financial metrics to select investments.

PEO's Sharpe Ratio of 1.52 indicates that for each unit of volatility, it generates 1.52 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jul 14, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

PEO Sharpe Ratio Rank

PEO Sharpe Ratio Rank: 45.946
Average

PEO ranks above 45.9% of all investments in our database based on Sharpe Ratio over the past 12 months, showing balanced returns relative to total risk taken. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Returns are proportional to volatility—neither strong nor weak
  • Evaluate whether the volatility profile aligns with your risk tolerance
  • Review higher-ranked alternatives in the same category
  • Monitor rank direction to identify improving or deteriorating trends

PEO Sharpe Ratio Market Positioning

The chart shows PEO's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.06 or lower
  • Yellow zone (middle 50%): 1.06 to 1.94
  • Green zone (top 25%): 1.94 or higher
  • Top 1%: 3.91+
  • Median: 1.59 — half of all investments score higher

How it compares to other similar mutual funds

The table compares Adams Natural Resources Closed Fund's Sharpe Ratio with other mutual funds in the Energy Equities category across multiple time periods, showing how PEO's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 14, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
MLOZXCohen & Steers MLP & Energy Opportunity Fund, Inc.3.40
RSNYXVictory Global Energy Transition Fund Class Y3.13
RSNRXVictory Global Energy Transition Fund3.11
IEYYXDelaware Ivy Energy Fund2.34
EIPIXEIP Growth and Income Fund (NEW)2.29
RMLPXRecurrent MLP & Infrastructure Fund2.27
ICPAXIntegrity Mid-North American Resources Fund2.25
MLPTXInvesco SteelPath MLP Select 40 Fund2.21
VLPIXVirtus Duff & Phelps Select MLP and Energy Fund2.20
FRNRXFranklin Natural Resources Fund2.19
PEOAdams Natural Resources Closed Fund1.52

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows PEO's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when PEO consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

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