PEO vs SCHJ
Comparison between Adams Natural Resources Fund Inc (PEO, ETF) and SCHWAB 1-5 YEAR CORPORATE BOND ETF (SCHJ, ETF).
5-Year PerformancePEO has outperformed SCHJ, delivering a return of +18.2% compared to +2.3%
PEO vs SCHJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PEO vs SCHJ - Historical Returns
Returns include dividend reinvestment.
PEO vs SCHJ - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PEO | SCHJ |
|---|---|---|
| 2026 | +22.01% | +0.80% |
| 2025 | +8.90% | +6.73% |
| 2024 | +11.91% | +5.17% |
| 2023 | +3.91% | +6.15% |
| 2022 | +39.27% | -5.56% |
| 2021 | +53.52% | -0.65% |
| 2020 | -27.08% | +5.26% |
| 2019 | +18.97% | +0.61% |
| 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 SCHJ Drawdown Comparison
The maximum drawdown for PEO was -71.90%, occurring on Mar 18, 2020. Recovery took 1896 trading sessions.
The maximum drawdown for SCHJ was -13.62%, occurring on Mar 19, 2020. Recovery took 57 trading sessions.
The current PEO drawdown is -7.08%. The current SCHJ drawdown is -0.25%.
| Rank | PEO | SCHJ |
|---|---|---|
| #1 | -71.90% Jul 24, 2014 - Feb 2, 2022 | -13.62% Mar 5, 2020 - May 27, 2020 |
| #2 | -59.45% May 20, 2008 - Apr 3, 2014 | -9.43% Aug 3, 2021 - May 15, 2024 |
| #3 | -40.24% May 22, 2001 - Oct 6, 2004 | -1.47% Feb 27, 2026 - Mar 26, 2026 |
| #4 | -24.30% Jun 8, 2022 - Jan 26, 2023 | -1.30% Apr 3, 2025 - Apr 28, 2025 |
| #5 | -18.84% Nov 22, 2024 - Dec 1, 2025 | -1.27% Dec 3, 2020 - Aug 3, 2021 |
| #6 | -16.37% Jan 26, 2023 - Aug 9, 2023 | -1.20% Sep 24, 2024 - Jan 28, 2025 |
| #7 | -15.32% May 10, 2006 - Aug 9, 2006 | -0.52% Jun 10, 2020 - Jun 15, 2020 |
| #8 | -15.27% Dec 26, 2007 - Apr 15, 2008 | -0.52% Apr 29, 2025 - May 27, 2025 |
| #9 | -15.23% Sep 19, 2005 - Dec 12, 2005 | -0.50% Sep 1, 2020 - Oct 14, 2020 |
| #10 | -14.93% Nov 17, 1999 - Mar 31, 2000 | -0.49% Oct 28, 2025 - Nov 21, 2025 |
| #11 | -13.35% Jul 19, 2007 - Sep 21, 2007 | -0.39% May 15, 2024 - Jun 3, 2024 |
| #12 | -12.60% Aug 9, 2006 - Nov 9, 2006 | -0.37% Jun 5, 2024 - Jun 12, 2024 |
| #13 | -12.23% Mar 4, 2005 - Jun 20, 2005 | -0.37% Aug 6, 2020 - Aug 31, 2020 |
| #14 | -11.80% Sep 5, 2023 - Mar 13, 2024 | -0.37% Feb 5, 2025 - Feb 19, 2025 |
| #15 | -11.79% Oct 12, 2000 - Jan 25, 2001 | -0.37% Jun 4, 2025 - Jun 12, 2025 |
Correlation
Correlation between PEO and SCHJ is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2000 - 2026)
PEO vs SCHJ dividend yield comparison.
| Year | PEO | SCHJ |
|---|---|---|
| 2026 | 3.91% | 1.90% |
| 2025 | 9.43% | 4.42% |
| 2024 | 8.14% | 4.00% |
| 2023 | 6.54% | 2.98% |
| 2022 | 7.48% | 1.65% |
| 2021 | 5.51% | 0.94% |
| 2020 | 6.42% | 2.54% |
| 2019 | 6.68% | 0.42% |
| 2018 | 5.63% | 0.00% |
| 2017 | 5.95% | 0.00% |
| 2016 | 5.65% | 0.00% |
| 2015 | 7.78% | 0.00% |
| 2014 | 7.84% | 0.00% |
| 2013 | 6.76% | 0.00% |
| 2012 | 6.69% | 0.00% |
| 2011 | 8.21% | 0.00% |
| 2010 | 4.70% | 0.00% |
| 2009 | 5.90% | 0.00% |
| 2008 | 15.20% | 0.00% |
| 2007 | 11.07% | 0.00% |
| 2006 | 11.06% | 0.00% |
| 2005 | 5.50% | 0.00% |
| 2004 | 5.12% | 0.00% |
| 2003 | 5.01% | 0.00% |
| 2002 | 5.79% | 0.00% |
| 2001 | 6.18% | 0.00% |
| 2000 | 5.43% | 0.00% |
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