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AE vs. ENFR
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AE vs. ENFR - Performance Comparison

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

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AE vs. ENFR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
ENFR
Alerian Energy Infrastructure ETF
22.85%5.88%42.17%15.63%17.48%39.97%-24.14%21.60%-18.67%-0.19%

Returns By Period


AE

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

ENFR

1D
-1.39%
1M
4.03%
YTD
22.85%
6M
20.70%
1Y
22.29%
3Y*
28.68%
5Y*
23.59%
10Y*
13.64%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

AE vs. ENFR — Risk / Return Rank

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

AE

ENFR
ENFR Risk / Return Rank: 6666
Overall Rank
ENFR Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
ENFR Sortino Ratio Rank: 6767
Sortino Ratio Rank
ENFR Omega Ratio Rank: 7171
Omega Ratio Rank
ENFR Calmar Ratio Rank: 6363
Calmar Ratio Rank
ENFR Martin Ratio Rank: 5454
Martin Ratio Rank
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. ENFR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Adams Resources & Energy, Inc. (AE) and Alerian Energy Infrastructure ETF (ENFR). 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.

AE vs. ENFR - Sharpe Ratio Comparison


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Sharpe Ratios by Period


AEENFRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

Correlation

The correlation between AE and ENFR is 0.23, 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. ENFR - Dividend Comparison

AE has not paid dividends to shareholders, while ENFR's dividend yield for the trailing twelve months is around 4.02%.


TTM20252024202320222021202020192018201720162015
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%
ENFR
Alerian Energy Infrastructure ETF
4.02%4.77%4.41%5.48%5.23%7.86%7.57%5.81%3.98%2.98%3.31%3.34%

Drawdowns

AE vs. ENFR - Drawdown Comparison


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Drawdown Indicators


AEENFRDifference

Max Drawdown

Largest peak-to-trough decline

-68.28%

Max Drawdown (1Y)

Largest decline over 1 year

-14.80%

Max Drawdown (5Y)

Largest decline over 5 years

-20.29%

Max Drawdown (10Y)

Largest decline over 10 years

-62.64%

Current Drawdown

Current decline from peak

-2.18%

Average Drawdown

Average peak-to-trough decline

-16.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.47%

Volatility

AE vs. ENFR - Volatility Comparison


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Volatility by Period


AEENFRDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.72%

Volatility (6M)

Calculated over the trailing 6-month period

10.21%

Volatility (1Y)

Calculated over the trailing 1-year period

17.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.74%