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PEO vs SPY

Comparison between Adams Natural Resources Fund Inc (PEO, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformancePEO has outperformed SPY, delivering a return of +18.5% compared to +13.3%

PEO vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PEO
$835M
Winner
SPY
$735B
Expense Ratio
PEO
N/A
SPY
0.09%
Max Drawdown
PEO
86.24%
Winner
SPY
56.47%
Sharpe Ratio
Winner
PEO
1.78
SPY
1.62
5Y Beta
Winner
PEO
0.54
SPY
1.00
P/E Ratio
PEO
N/A
SPY
28.99
Forward P/E
PEO
N/A
SPY
22.37
5Y Dividends CAGR
Winner
PEO
28.22%
SPY
5.43%
5Y EPS CAGR
PEO
N/A
SPY
26.05%
Debt to Equity
PEO
N/A
SPY
32.40%
P/S Ratio
PEO
N/A
SPY
3.74
P/B Ratio
PEO
N/A
SPY
5.61

PEO vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
PEO
-3.66%
Winner
SPY
+1.90%
3M
PEO
-0.16%
Winner
SPY
+8.55%
6M
Winner
PEO
+24.49%
SPY
+8.18%
1Y
Winner
PEO
+39.29%
SPY
+25.79%
5Y(CAGR)
Winner
PEO
+18.52%
SPY
+13.32%
10Y(CAGR)
PEO
+10.03%
Winner
SPY
+15.19%
Max(CAGR)
PEO
+7.87%
Winner
SPY
+8.47%

PEO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPEOSPY
2026+23.19%+8.26%
2025+8.90%+18.00%
2024+11.91%+25.59%
2023+3.91%+26.72%
2022+39.27%-18.64%
2021+53.52%+30.52%
2020-27.08%+17.28%
2019+18.97%+31.09%
2018-24.05%-5.24%
2017+3.47%+20.78%
2016+21.94%+13.59%
2015-20.12%+1.31%
2014-5.87%+14.56%
2013+19.97%+29.00%
2012+1.70%+14.17%
2011-2.82%+0.85%
2010+16.74%+13.14%
2009+22.89%+22.67%
2008-42.98%-36.25%
2007+32.34%+5.32%
2006+12.95%+13.85%
2005+34.04%+5.32%
2004+15.02%+10.75%
2003+29.79%+24.18%
2002-12.73%-22.42%
2001-9.45%-10.13%
2000+35.62%-8.84%
1999-2.66%+8.61%

PEO vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current PEO drawdown is -6.18%. The current SPY drawdown is -2.90%.

RankPEOSPY
#1-71.90%
Jul 24, 2014 - Feb 2, 2022		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-59.45%
May 20, 2008 - Apr 3, 2014		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-40.24%
May 22, 2001 - Oct 6, 2004		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-24.30%
Jun 8, 2022 - Jan 26, 2023		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-18.84%
Nov 22, 2024 - Dec 1, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-16.37%
Jan 26, 2023 - Aug 9, 2023		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-15.32%
May 10, 2006 - Aug 9, 2006		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-15.27%
Dec 26, 2007 - Apr 15, 2008		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-15.23%
Sep 19, 2005 - Dec 12, 2005		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-14.93%
Nov 17, 1999 - Mar 31, 2000		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-13.35%
Jul 19, 2007 - Sep 21, 2007		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.60%
Aug 9, 2006 - Nov 9, 2006		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-12.23%
Mar 4, 2005 - Jun 20, 2005		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-11.80%
Sep 5, 2023 - Mar 13, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-11.79%
Oct 12, 2000 - Jan 25, 2001		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

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

0.87
-101

Dividend Comparison (1999 - 2026)

PEO vs SPY dividend yield comparison.

YearPEOSPY
20263.87%0.24%
20259.43%1.07%
20248.14%1.21%
20236.54%1.40%
20227.48%1.65%
20215.51%1.20%
20206.42%1.52%
20196.68%1.75%
20185.63%2.04%
20175.95%1.80%
20165.65%2.03%
20157.78%2.06%
20147.84%1.87%
20136.76%1.81%
20126.69%2.18%
20118.21%2.05%
20104.70%1.80%
20095.90%1.95%
200815.20%3.02%
200711.07%1.85%
200611.06%1.73%
20055.50%1.73%
20045.12%1.82%
20035.01%1.47%
20025.79%1.70%
20016.18%1.25%
20005.43%1.15%
19990.00%0.24%

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