StockComparison Logo
vs

PEO vs SCHQ

Comparison between Adams Natural Resources Fund Inc (PEO, ETF) and SCHWAB LONG-TERM U.S. TREASURY ETF (SCHQ, ETF).

5-Year PerformancePEO has outperformed SCHQ, delivering a return of +21.4% compared to -6.6%

PEO vs SCHQ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PEO
$762M
SCHQ
$759M
Expense Ratio
PEO
N/A
SCHQ
0.03%
Max Drawdown
PEO
86.24%
Winner
SCHQ
50.28%
Sharpe Ratio
Winner
PEO
1.52
SCHQ
-0.05
5Y Beta
PEO
0.51
Winner
SCHQ
0.05
5Y Dividends CAGR
Winner
PEO
28.22%
SCHQ
12.84%

PEO vs SCHQ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PEO
+9.61%
SCHQ
-2.13%
3M
Winner
PEO
+5.22%
SCHQ
-2.01%
6M
Winner
PEO
+16.44%
SCHQ
-1.76%
1Y
Winner
PEO
+35.98%
SCHQ
+2.20%
5Y(CAGR)
Winner
PEO
+21.44%
SCHQ
-6.59%
10Y(CAGR)
PEO
+10.44%
SCHQ
N/A
Max(CAGR)
Winner
PEO
+7.96%
SCHQ
-3.96%

PEO vs SCHQ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPEOSCHQ
2026+27.16%-1.61%
2025+8.90%+5.23%
2024+11.91%-5.88%
2023+3.91%+1.53%
2022+39.27%-27.71%
2021+53.52%-4.78%
2020-27.08%+16.50%
2019+18.97%-4.02%
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 SCHQ Drawdown Comparison

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

The maximum drawdown for SCHQ was -46.13%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current PEO drawdown is -3.16%. The current SCHQ drawdown is -37.67%.

RankPEOSCHQ
#1-71.90%
Jul 24, 2014 - Feb 2, 2022
-46.13%
Aug 4, 2020 - Oct 19, 2023
#2-59.45%
May 20, 2008 - Apr 3, 2014
-14.77%
Mar 9, 2020 - Aug 4, 2020
#3-40.24%
May 22, 2001 - Oct 6, 2004
-4.81%
Oct 10, 2019 - Jan 24, 2020
#4-24.30%
Jun 8, 2022 - Jan 26, 2023
-2.39%
Jan 31, 2020 - Feb 20, 2020
#5-18.84%
Nov 22, 2024 - Dec 1, 2025
-1.01%
Mar 3, 2020 - Mar 5, 2020
#6-16.37%
Jan 26, 2023 - Aug 9, 2023
-0.80%
Jan 27, 2020 - Jan 29, 2020
#7-15.32%
May 10, 2006 - Aug 9, 2006
-0.69%
Feb 28, 2020 - Mar 3, 2020
#8-15.27%
Dec 26, 2007 - Apr 15, 2008
-0.53%
Feb 25, 2020 - Feb 27, 2020
#9-15.23%
Sep 19, 2005 - Dec 12, 2005
N/A
#10-14.93%
Nov 17, 1999 - Mar 31, 2000
N/A
#11-13.35%
Jul 19, 2007 - Sep 21, 2007
N/A
#12-12.60%
Aug 9, 2006 - Nov 9, 2006
N/A
#13-12.23%
Mar 4, 2005 - Jun 20, 2005
N/A
#14-11.94%
Mar 30, 2026 - Jun 18, 2026
N/A
#15-11.80%
Sep 5, 2023 - Mar 13, 2024
N/A

Correlation

Correlation between PEO and SCHQ is -0.86 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.86
-101

Dividend Comparison (2000 - 2026)

PEO vs SCHQ dividend yield comparison.

YearPEOSCHQ
20263.75%2.49%
20259.43%4.54%
20248.14%4.58%
20236.54%3.79%
20227.48%2.88%
20215.51%1.69%
20206.42%1.51%
20196.68%0.44%
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%

Select Stocks to Compare