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PEO vs MLPI

Comparison between Adams Natural Resources Fund Inc (PEO, ETF) and NEOS MLP & ENERGY INFRASTRUCTURE HIGH INCOME ETF (MLPI, ETF).

PEO vs MLPI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PEO
$830M
Winner
MLPI
$831M
Expense Ratio
PEO
N/A
MLPI
0.68%
Max Drawdown
PEO
86.24%
Winner
MLPI
9.26%
Sharpe Ratio
Winner
PEO
1.96
MLPI
1.72
5Y Beta
PEO
0.49
Winner
MLPI
-0.20
P/E Ratio
PEO
N/A
MLPI
23.23
Forward P/E
PEO
N/A
MLPI
16.46
5Y Dividends CAGR
PEO
28.42%
MLPI
N/A
5Y EPS CAGR
PEO
N/A
MLPI
19.46%
P/S Ratio
PEO
N/A
MLPI
1.36
P/B Ratio
PEO
N/A
MLPI
3.37

PEO vs MLPI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PEO
+4.65%
MLPI
-1.92%
3M
Winner
PEO
+9.32%
MLPI
-3.12%
6M
Winner
PEO
+13.24%
MLPI
+5.46%
1Y
PEO
+42.35%
MLPI
N/A
5Y(CAGR)
PEO
+23.46%
MLPI
N/A
10Y(CAGR)
PEO
+11.15%
MLPI
N/A
Max(CAGR)
PEO
+8.22%
Winner
MLPI
+29.23%

PEO vs MLPI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPEOMLPI
2026+36.43%+17.45%
2025+8.90%+0.56%
2024+11.91%N/A
2023+3.91%N/A
2022+39.27%N/A
2021+53.52%N/A
2020-27.08%N/A
2019+18.97%N/A
2018-24.05%N/A
2017+3.47%N/A
2016+21.94%N/A
2015-20.12%N/A
2014-5.87%N/A
2013+19.97%N/A
2012+1.70%N/A
2011-2.82%N/A
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 MLPI Drawdown Comparison

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

The maximum drawdown for MLPI was -5.94%, occurring on Aug 5, 2026. This drawdown has not yet recovered.

The current PEO drawdown is -1.15%. The current MLPI drawdown is -3.12%.

RankPEOMLPI
#1-71.90%
Jul 24, 2014 - Feb 2, 2022
-5.94%
May 22, 2026 - Aug 5, 2026
#2-59.45%
May 20, 2008 - Apr 3, 2014
-4.64%
Mar 26, 2026 - Apr 30, 2026
#3-40.24%
May 22, 2001 - Oct 6, 2004
-4.04%
May 4, 2026 - May 18, 2026
#4-24.30%
Jun 8, 2022 - Jan 26, 2023
-2.78%
Dec 23, 2025 - Jan 16, 2026
#5-18.84%
Nov 22, 2024 - Dec 1, 2025
-1.50%
Mar 2, 2026 - Mar 19, 2026
#6-16.37%
Jan 26, 2023 - Aug 9, 2023
-0.75%
Feb 13, 2026 - Feb 20, 2026
#7-15.32%
May 10, 2006 - Aug 9, 2006
-0.69%
Jan 30, 2026 - Feb 3, 2026
#8-15.27%
Dec 26, 2007 - Apr 15, 2008
-0.59%
Mar 19, 2026 - Mar 23, 2026
#9-15.23%
Sep 19, 2005 - Dec 12, 2005
-0.58%
May 19, 2026 - May 22, 2026
#10-14.93%
Nov 17, 1999 - Mar 31, 2000
-0.52%
Feb 23, 2026 - Feb 26, 2026
#11-13.35%
Jul 19, 2007 - Sep 21, 2007
-0.26%
Jan 16, 2026 - Jan 21, 2026
#12-12.60%
Aug 9, 2006 - Nov 9, 2006
-0.17%
Jan 23, 2026 - Jan 27, 2026
#13-12.23%
Mar 4, 2005 - Jun 20, 2005
-0.16%
Apr 30, 2026 - May 4, 2026
#14-11.94%
Mar 30, 2026 - Aug 10, 2026
-0.05%
Feb 11, 2026 - Feb 13, 2026
#15-11.80%
Sep 5, 2023 - Mar 13, 2024
-0.05%
Mar 24, 2026 - Mar 26, 2026

Correlation

Correlation between PEO and MLPI is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (2000 - 2026)

PEO vs MLPI dividend yield comparison.

YearPEOMLPI
20265.47%9.90%
20259.43%0.00%
20248.14%0.00%
20236.54%0.00%
20227.48%0.00%
20215.51%0.00%
20206.42%0.00%
20196.68%0.00%
20185.63%0.00%
20175.95%0.00%
20165.65%0.00%
20157.78%0.00%
20147.84%0.00%
20136.76%0.00%
20126.69%0.00%
20118.21%0.00%
20104.70%0.00%
20095.90%0.00%
200815.20%0.00%
200711.07%0.00%
200611.06%0.00%
20055.50%0.00%
20045.12%0.00%
20035.01%0.00%
20025.79%0.00%
20016.18%0.00%
20005.43%0.00%

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