AE vs. BGR

Last updated Apr 2, 2026

Compare and contrast key facts about Adams Resources & Energy, Inc. (AE) and BlackRock Energy and Resources Trust (BGR).

Performance

AE vs. BGR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Adams Resources & Energy, Inc. (AE) and BlackRock Energy and Resources Trust (BGR). The values are adjusted to include any dividend payments, if applicable.

AE vs. BGR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AE Adams Resources & Energy, Inc.	0.00%	0.61%	49.24%	-30.95%	43.97%	19.33%	-34.33%	1.16%	-9.16%	12.19%
BGR BlackRock Energy and Resources Trust	22.86%	17.34%	8.07%	5.73%	38.90%	40.25%	-34.78%	23.32%	-21.21%	5.18%

Fundamentals

Total Revenue (TTM) AE : $2.78B BGR : $34.17M
Gross Profit (TTM) AE : $9.00M BGR : $32.15M
EBITDA (TTM) AE : $17.35M BGR : $37.24M

Returns By Period

AE

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BGR

• 1D: -5.72%
• 1M: 2.48%
• YTD: 22.86%
• 6M: 25.18%
• 1Y: 30.46%
• 3Y*: 18.71%
• 5Y*: 20.25%
• 10Y*: 9.77%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

AE vs. BGR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BGR

BGR Risk / Return Rank: 78
BGR Sharpe Ratio Rank: 81
BGR Sortino Ratio Rank: 71
BGR Omega Ratio Rank: 80
BGR Calmar Ratio Rank: 74
BGR Martin Ratio Rank: 83

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AE vs. BGR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Adams Resources & Energy, Inc. (AE) and BlackRock Energy and Resources Trust (BGR). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	AE	BGR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.36	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.89	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.36	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.21	—

Correlation

The correlation between AE and BGR is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

AE vs. BGR - Dividend Comparison

AE has not paid dividends to shareholders, while BGR's dividend yield for the trailing twelve months is around 7.15%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AE Adams Resources & Energy, Inc.	0.00%	0.00%	2.54%	3.67%	2.47%	3.45%	3.98%	2.47%	2.27%	2.02%	2.22%	2.29%
BGR BlackRock Energy and Resources Trust	7.15%	8.62%	6.66%	6.22%	4.62%	4.75%	9.26%	7.84%	8.91%	6.57%	6.90%	11.93%

Drawdowns

Drawdown Indicators

	AE	BGR	Difference
Max Drawdown Largest peak-to-trough decline	—	-72.74%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-17.31%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-24.81%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-66.16%	—
Current Drawdown Current decline from peak	—	-6.15%	—
Average Drawdown Average peak-to-trough decline	—	-20.36%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.31%	—

Volatility

Volatility by Period

	AE	BGR	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	8.34%	—
Volatility (6M) Calculated over the trailing 6-month period	—	15.70%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	22.46%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	22.81%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	26.85%	—

Financials