PEO vs. AIFRX
PEO (Adams Natural Resources Closed Fund) and AIFRX (abrdn Global Infrastructure Fund) are both mutual funds - PEO is a Energy Equities fund actively managed by Adams Funds, while AIFRX is a Infrastructure Equities fund managed by Aberdeen. Over the past 10 years, PEO returned 11.16%/yr vs 9.96%/yr for AIFRX. Their 0.61 correlation means they have sometimes moved together and sometimes differently. PEO charges 0.64%/yr vs 0.99%/yr for AIFRX.
Performance
PEO vs. AIFRX - Performance Comparison
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Returns By Period
In the year-to-date period, PEO achieves a 31.28% return, which is significantly higher than AIFRX's 13.24% return. Over the past 10 years, PEO has outperformed AIFRX with an annualized return of 11.16%, while AIFRX has yielded a comparatively lower 9.96% annualized return.
PEO
- 1D
- -0.41%
- 1M
- 11.04%
- 6M
- 14.21%
- YTD
- 31.28%
- 1Y
- 39.13%
- 3Y*
- 16.41%
- 5Y*
- 21.60%
- 10Y*
- 11.16%
- ALL TIME*
- 7.58%
AIFRX
- 1D
- 0.87%
- 1M
- -0.07%
- 6M
- 6.90%
- YTD
- 13.24%
- 1Y
- 20.19%
- 3Y*
- 14.97%
- 5Y*
- 9.98%
- 10Y*
- 9.96%
- ALL TIME*
- 11.22%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $2.02M | $1.52M | $1.88M |
PEO vs. AIFRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEO Adams Natural Resources Closed Fund | 31.28% | 9.98% | 13.58% | 0.91% | 41.77% | 53.75% | -26.37% | 20.96% | -23.11% | 4.65% |
AIFRX abrdn Global Infrastructure Fund | 13.24% | 26.92% | 2.88% | 13.10% | -7.95% | 15.61% | 1.87% | 28.41% | -9.31% | 25.24% |
Correlation
The correlation between PEO and AIFRX is 0.22, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.22 |
Correlation (3Y) Balances recent behavior with more history. | 0.28 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.40 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.49 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2009 | 0.61 |
Over the past year, the correlation between PEO and AIFRX has dropped to 0.22 - well below their long-term average of 0.61, suggesting their price drivers have been diverging.
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Return for Risk
PEO vs. AIFRX — Risk / Return Rank
PEO
AIFRX
PEO vs. AIFRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Adams Natural Resources Closed Fund (PEO) and abrdn Global Infrastructure Fund (AIFRX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PEO | AIFRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.10 | ||
| Sortino ratioReturn per unit of downside risk | -0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.35 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.05 | 3.16 | -0.11 |
| Martin ratioReturn relative to average drawdown | 8.16 | 10.65 | -2.49 |
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Drawdowns
PEO vs. AIFRX - Drawdown Comparison
The maximum PEO drawdown since its inception was -71.88%, which is greater than AIFRX's maximum drawdown of -38.38%. Use the drawdown chart below to compare losses from any high point for PEO and AIFRX.
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Drawdown Indicators
| PEO | AIFRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.88% | -38.38% | -33.50% |
Max Drawdown (1Y)Largest decline over 1 year | -11.93% | -6.42% | -5.51% |
Max Drawdown (3Y)Largest decline over 3 years | -18.86% | -12.40% | -6.46% |
Max Drawdown (5Y)Largest decline over 5 years | -24.30% | -22.75% | -1.55% |
Max Drawdown (10Y)Largest decline over 10 years | -67.74% | -38.38% | -29.36% |
Current DrawdownCurrent decline from peak | -1.37% | -1.85% | +0.48% |
Average DrawdownAverage peak-to-trough decline | -15.28% | -5.43% | -9.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.49% | 1.90% | +2.59% |
Volatility
PEO vs. AIFRX - Volatility Comparison
Adams Natural Resources Closed Fund (PEO) has a higher volatility of 4.62% compared to abrdn Global Infrastructure Fund (AIFRX) at 2.89%. This indicates that PEO's price experiences larger fluctuations and is considered to be riskier than AIFRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEO | AIFRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 2.89% | +1.73% |
Volatility (6M)Calculated over the trailing 6-month period | 14.16% | 8.49% | +5.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.74% | 10.38% | +7.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.12% | 14.00% | +9.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.27% | 15.76% | +11.51% |
PEO vs. AIFRX - Expense Ratio Comparison
PEO has a 0.64% expense ratio, which is lower than AIFRX's 0.99% expense ratio.
Dividends
PEO vs. AIFRX - Dividend Comparison
PEO's dividend yield for the trailing twelve months is around 7.59%, more than AIFRX's 6.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIFRX abrdn Global Infrastructure Fund | 6.98% | 7.80% | 8.13% | 3.46% | 4.86% | 5.31% | 3.45% | 4.01% | 3.96% | 3.80% | 4.37% | 4.55% |
PEO Adams Natural Resources Closed Fund | 7.59% | 9.43% | 8.14% | 6.54% | 7.48% | 5.51% | 6.42% | 6.68% | 5.63% | 5.95% | 5.65% | 7.78% |
Frequently Asked Questions
PEO and AIFRX have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PEO has higher volatility (4.62%) compared to AIFRX (2.89%). In terms of maximum drawdown, PEO dropped -71.88% vs AIFRX's -38.38%.
PEO currently has the higher Sharpe Ratio (2.06 vs 1.96), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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