ADX vs. PEO
Compare and contrast key facts about Adams Diversified Equity Fund, Inc. (ADX) and Adams Natural Resources Closed Fund (PEO).
ADX is managed by Adams Funds. It was launched on Jan 2, 1990. PEO is an actively managed fund by Adams Funds. It was launched on Jan 30, 1929.
Performance
ADX vs. PEO - Performance Comparison
Loading graphics...
ADX vs. PEO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ADX Adams Diversified Equity Fund, Inc. | -2.00% | 26.03% | 28.31% | 31.49% | -19.82% | 29.69% | 17.28% | 36.75% | -3.58% | 29.61% |
PEO Adams Natural Resources Closed Fund | 30.48% | 9.98% | 13.58% | 0.91% | 41.77% | 53.75% | -26.37% | 20.96% | -23.11% | 4.65% |
Returns By Period
In the year-to-date period, ADX achieves a -2.00% return, which is significantly lower than PEO's 30.48% return. Over the past 10 years, ADX has outperformed PEO with an annualized return of 16.68%, while PEO has yielded a comparatively lower 11.82% annualized return.
ADX
- 1D
- 2.33%
- 1M
- -3.70%
- YTD
- -2.00%
- 6M
- 3.99%
- 1Y
- 27.40%
- 3Y*
- 24.77%
- 5Y*
- 15.18%
- 10Y*
- 16.68%
PEO
- 1D
- -1.97%
- 1M
- 6.19%
- YTD
- 30.48%
- 6M
- 34.88%
- 1Y
- 33.64%
- 3Y*
- 20.19%
- 5Y*
- 22.01%
- 10Y*
- 11.82%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ADX vs. PEO - Expense Ratio Comparison
ADX has a 0.59% expense ratio, which is lower than PEO's 0.64% expense ratio.
Return for Risk
ADX vs. PEO — Risk / Return Rank
ADX
PEO
ADX vs. PEO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Adams Diversified Equity Fund, Inc. (ADX) and Adams Natural Resources Closed Fund (PEO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ADX | PEO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.47 | 1.49 | -0.02 |
Sortino ratioReturn per unit of downside risk | 2.18 | 1.96 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.31 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.56 | 1.98 | +0.58 |
Martin ratioReturn relative to average drawdown | 11.81 | 6.73 | +5.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ADX | PEO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | 1.49 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.95 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.93 | 0.43 | +0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.33 | -0.24 |
Correlation
The correlation between ADX and PEO is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ADX vs. PEO - Dividend Comparison
ADX's dividend yield for the trailing twelve months is around 8.26%, more than PEO's 7.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADX Adams Diversified Equity Fund, Inc. | 8.26% | 7.93% | 12.38% | 7.34% | 7.36% | 15.35% | 6.54% | 9.00% | 15.85% | 9.18% | 7.79% | 7.17% |
PEO Adams Natural Resources Closed Fund | 7.23% | 9.43% | 8.14% | 6.54% | 7.48% | 5.51% | 6.42% | 6.68% | 5.63% | 5.95% | 5.65% | 7.78% |
Drawdowns
ADX vs. PEO - Drawdown Comparison
The maximum ADX drawdown since its inception was -71.60%, roughly equal to the maximum PEO drawdown of -71.88%. Use the drawdown chart below to compare losses from any high point for ADX and PEO.
Loading graphics...
Drawdown Indicators
| ADX | PEO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.60% | -71.88% | +0.28% |
Max Drawdown (1Y)Largest decline over 1 year | -11.12% | -17.54% | +6.42% |
Max Drawdown (5Y)Largest decline over 5 years | -25.07% | -24.30% | -0.77% |
Max Drawdown (10Y)Largest decline over 10 years | -37.17% | -67.74% | +30.57% |
Current DrawdownCurrent decline from peak | -4.36% | -1.97% | -2.39% |
Average DrawdownAverage peak-to-trough decline | -23.22% | -15.36% | -7.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 5.15% | -2.74% |
Volatility
ADX vs. PEO - Volatility Comparison
Adams Diversified Equity Fund, Inc. (ADX) has a higher volatility of 6.64% compared to Adams Natural Resources Closed Fund (PEO) at 5.35%. This indicates that ADX's price experiences larger fluctuations and is considered to be riskier than PEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ADX | PEO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.64% | 5.35% | +1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 10.77% | 12.23% | -1.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.76% | 22.74% | -3.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.23% | 23.41% | -6.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.96% | 27.28% | -9.32% |