PEO vs CPER

Comparison between Adams Natural Resources Fund Inc (PEO, ETF) and United States Copper Index Fund (CPER, ETF).

5-Year PerformancePEO has outperformed CPER, delivering a return of +18.2% compared to +7.1%

PEO vs CPER - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PEO(ETF)	CPER(ETF)
Net Assets	$797M	$800M
Expense Ratio	N/A	0.88%
Max Drawdown	86.24%	54.04%
Sharpe Ratio	1.49	0.87
5Y Beta	0.53	0.75
5Y Dividends CAGR	28.22%	N/A

Net Assets

PEO

$797M

Winner

CPER

$800M

Expense Ratio

PEO

N/A

CPER

0.88%

Max Drawdown

PEO

86.24%

Winner

CPER

54.04%

Sharpe Ratio

Winner

PEO

1.49

CPER

0.87

5Y Beta

Winner

PEO

0.53

CPER

0.75

5Y Dividends CAGR

PEO

28.22%

CPER

N/A

PEO vs CPER - Historical Returns

Returns include dividend reinvestment.

Period	PEO	CPER
1 month	-0.96%	-2.20%
3 months	-1.31%	+11.19%
6 months	+23.81%	+20.47%
1 year	+31.88%	+30.70%
5 years(CAGR)	+18.25%	+7.15%
10 years(CAGR)	+10.18%	+11.37%
Max(CAGR)	+7.83%	+3.15%

Winner

PEO

-0.96%

CPER

-2.20%

PEO

-1.31%

Winner

CPER

+11.19%

Winner

PEO

+23.81%

CPER

+20.47%

Winner

PEO

+31.88%

CPER

+30.70%

5Y(CAGR)

Winner

PEO

+18.25%

CPER

+7.15%

10Y(CAGR)

PEO

+10.18%

Winner

CPER

+11.37%

Max(CAGR)

Winner

PEO

+7.83%

CPER

+3.15%

PEO vs CPER - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PEO	CPER
2026	+22.01%	+13.06%
2025	+8.90%	+38.07%
2024	+11.91%	+5.05%
2023	+3.91%	+5.92%
2022	+39.27%	-14.35%
2021	+53.52%	+23.46%
2020	-27.08%	+22.81%
2019	+18.97%	+7.74%
2018	-24.05%	-21.40%
2017	+3.47%	+29.67%
2016	+21.94%	+17.97%
2015	-20.12%	-24.97%
2014	-5.87%	-16.53%
2013	+19.97%	-11.96%
2012	+1.70%	-0.59%
2011	-2.82%	-2.70%
2010	+16.74%	N/A
2009	+22.89%	N/A
2008	-42.98%	N/A
2007	+32.34%	N/A
2006	+12.95%	N/A
2005	+34.04%	N/A
2004	+15.02%	N/A
2003	+29.79%	N/A
2002	-12.73%	N/A
2001	-9.45%	N/A
2000	+35.62%	N/A
1999	-2.66%	N/A

PEO vs CPER Drawdown Comparison

The maximum drawdown for PEO was -71.90%, occurring on Mar 18, 2020. Recovery took 1896 trading sessions.

The maximum drawdown for CPER was -54.04%, occurring on Jan 15, 2016. Recovery took 2324 trading sessions.

The current PEO drawdown is -7.08%. The current CPER drawdown is -2.59%.

Rank	PEO	CPER
#1	-71.90% Jul 24, 2014 - Feb 2, 2022	-54.04% Feb 9, 2012 - May 6, 2021
#2	-59.45% May 20, 2008 - Apr 3, 2014	-34.75% Mar 4, 2022 - May 15, 2024
#3	-40.24% May 22, 2001 - Oct 6, 2004	-24.77% Jul 24, 2025 - Jan 5, 2026
#4	-24.30% Jun 8, 2022 - Jan 26, 2023	-21.47% Mar 26, 2025 - Jul 8, 2025
#5	-18.84% Nov 22, 2024 - Dec 1, 2025	-21.26% May 21, 2024 - Mar 19, 2025
#6	-16.37% Jan 26, 2023 - Aug 9, 2023	-16.49% May 11, 2021 - Mar 4, 2022
#7	-15.32% May 10, 2006 - Aug 9, 2006	-16.43% Jan 29, 2026 - May 11, 2026
#8	-15.27% Dec 26, 2007 - Apr 15, 2008	-8.18% Dec 9, 2011 - Jan 12, 2012
#9	-15.23% Sep 19, 2005 - Dec 12, 2005	-7.09% Jun 2, 2026 - Jun 10, 2026
#10	-14.93% Nov 17, 1999 - Mar 31, 2000	-6.95% May 12, 2026 - Jun 2, 2026
#11	-13.35% Jul 19, 2007 - Sep 21, 2007	-6.71% Nov 16, 2011 - Nov 30, 2011
#12	-12.60% Aug 9, 2006 - Nov 9, 2006	-4.91% Jan 14, 2026 - Jan 29, 2026
#13	-12.23% Mar 4, 2005 - Jun 20, 2005	-4.27% Jan 6, 2026 - Jan 14, 2026
#14	-11.80% Sep 5, 2023 - Mar 13, 2024	-3.19% Jan 27, 2012 - Feb 3, 2012
#15	-11.79% Oct 12, 2000 - Jan 25, 2001	-1.87% Jul 10, 2025 - Jul 21, 2025