PEO vs. STK
Compare and contrast key facts about Adams Natural Resources Closed Fund (PEO) and Columbia Seligman Premium Technology Growth Closed Fund (STK).
PEO is an actively managed fund by Adams Funds. It was launched on Jan 30, 1929. STK is an actively managed fund by Aberdeen. It was launched on Nov 25, 2009.
Performance
PEO vs. STK - Performance Comparison
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PEO vs. STK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEO Adams Natural Resources Closed Fund | 24.52% | 9.98% | 13.58% | 0.91% | 41.77% | 53.75% | -26.37% | 20.96% | -23.11% | 4.65% |
STK Columbia Seligman Premium Technology Growth Closed Fund | 7.23% | 24.85% | 17.74% | 46.60% | -30.36% | 48.63% | 25.39% | 52.73% | -14.91% | 33.52% |
Returns By Period
In the year-to-date period, PEO achieves a 24.52% return, which is significantly higher than STK's 7.23% return. Over the past 10 years, PEO has underperformed STK with an annualized return of 11.30%, while STK has yielded a comparatively higher 19.36% annualized return.
PEO
- 1D
- -4.57%
- 1M
- -0.15%
- YTD
- 24.52%
- 6M
- 27.94%
- 1Y
- 27.09%
- 3Y*
- 18.33%
- 5Y*
- 20.88%
- 10Y*
- 11.30%
STK
- 1D
- 2.79%
- 1M
- -3.99%
- YTD
- 7.23%
- 6M
- 13.94%
- 1Y
- 50.57%
- 3Y*
- 23.77%
- 5Y*
- 15.10%
- 10Y*
- 19.36%
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PEO vs. STK - Expense Ratio Comparison
PEO has a 0.64% expense ratio, which is lower than STK's 1.26% expense ratio.
Return for Risk
PEO vs. STK — Risk / Return Rank
PEO
STK
PEO vs. STK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Adams Natural Resources Closed Fund (PEO) and Columbia Seligman Premium Technology Growth Closed Fund (STK). 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.
| PEO | STK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 1.97 | -0.80 |
Sortino ratioReturn per unit of downside risk | 1.59 | 2.70 | -1.11 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.38 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 3.73 | -2.16 |
Martin ratioReturn relative to average drawdown | 5.33 | 13.76 | -8.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PEO | STK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 1.97 | -0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.61 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.75 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.65 | -0.32 |
Correlation
The correlation between PEO and STK is 0.38, 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
PEO vs. STK - Dividend Comparison
PEO's dividend yield for the trailing twelve months is around 7.58%, more than STK's 6.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEO Adams Natural Resources Closed Fund | 7.58% | 9.43% | 8.14% | 6.54% | 7.48% | 5.51% | 6.42% | 6.68% | 5.63% | 5.95% | 5.65% | 7.78% |
STK Columbia Seligman Premium Technology Growth Closed Fund | 6.96% | 7.38% | 16.02% | 6.70% | 12.62% | 8.48% | 6.79% | 7.86% | 14.88% | 11.82% | 9.87% | 10.32% |
Drawdowns
PEO vs. STK - Drawdown Comparison
The maximum PEO drawdown since its inception was -71.88%, which is greater than STK's maximum drawdown of -41.74%. Use the drawdown chart below to compare losses from any high point for PEO and STK.
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Drawdown Indicators
| PEO | STK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.88% | -41.74% | -30.14% |
Max Drawdown (1Y)Largest decline over 1 year | -17.54% | -13.59% | -3.95% |
Max Drawdown (5Y)Largest decline over 5 years | -24.30% | -36.27% | +11.97% |
Max Drawdown (10Y)Largest decline over 10 years | -67.74% | -41.74% | -26.00% |
Current DrawdownCurrent decline from peak | -6.45% | -4.93% | -1.52% |
Average DrawdownAverage peak-to-trough decline | -15.36% | -7.47% | -7.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.17% | 3.69% | +1.48% |
Volatility
PEO vs. STK - Volatility Comparison
The current volatility for Adams Natural Resources Closed Fund (PEO) is 7.19%, while Columbia Seligman Premium Technology Growth Closed Fund (STK) has a volatility of 10.03%. This indicates that PEO experiences smaller price fluctuations and is considered to be less risky than STK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEO | STK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.19% | 10.03% | -2.84% |
Volatility (6M)Calculated over the trailing 6-month period | 13.05% | 18.08% | -5.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.21% | 25.75% | -2.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.49% | 24.85% | -1.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.31% | 25.92% | +1.39% |