PEO vs UYG

Comparison between Adams Natural Resources Fund Inc (PEO, ETF) and PROSHARES ULTRA FINANCIALS (UYG, ETF).

5-Year PerformancePEO has outperformed UYG, delivering a return of +23.5% compared to +13.5%

PEO vs UYG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PEO(ETF)	UYG(ETF)
Net Assets	$830M	$829M
Max Drawdown	86.24%	97.97%
Sharpe Ratio	1.96	0.53
5Y Beta	0.49	1.56
P/E Ratio	N/A	17.01
Forward P/E	N/A	16.33
PEG Ratio	N/A	0.56
5Y Dividends CAGR	28.42%	119.16%
5Y EPS CAGR	N/A	12.31%
Debt to Equity	N/A	82.19%
P/S Ratio	N/A	3.60
P/B Ratio	N/A	2.44

Net Assets

Winner

PEO

$830M

UYG

$829M

Max Drawdown

Winner

PEO

86.24%

UYG

97.97%

Sharpe Ratio

Winner

PEO

1.96

UYG

0.53

5Y Beta

Winner

PEO

0.49

UYG

1.56

P/E Ratio

PEO

N/A

UYG

17.01

Forward P/E

PEO

N/A

UYG

16.33

PEG Ratio

PEO

N/A

UYG

0.56

5Y Dividends CAGR

PEO

28.42%

Winner

UYG

119.16%

5Y EPS CAGR

PEO

N/A

UYG

12.31%

Debt to Equity

PEO

N/A

UYG

82.19%

P/S Ratio

PEO

N/A

UYG

3.60

P/B Ratio

PEO

N/A

UYG

2.44

PEO vs UYG - Historical Returns

Returns include dividend reinvestment.

Period	PEO	UYG
1 month	+4.65%	+5.95%
3 months	+9.32%	+24.17%
6 months	+13.24%	+27.70%
1 year	+42.35%	+13.70%
5 years(CAGR)	+23.46%	+13.48%
10 years(CAGR)	+11.15%	+18.30%
Max(CAGR)	+8.22%	+0.89%

PEO

+4.65%

Winner

UYG

+5.95%

PEO

+9.32%

Winner

UYG

+24.17%

PEO

+13.24%

Winner

UYG

+27.70%

Winner

PEO

+42.35%

UYG

+13.70%

5Y(CAGR)

Winner

PEO

+23.46%

UYG

+13.48%

10Y(CAGR)

PEO

+11.15%

Winner

UYG

+18.30%

Max(CAGR)

Winner

PEO

+8.22%

UYG

+0.89%

PEO vs UYG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PEO	UYG
2026	+36.43%	+8.45%
2025	+8.90%	+20.40%
2024	+11.91%	+54.90%
2023	+3.91%	+21.56%
2022	+39.27%	-33.20%
2021	+53.52%	+81.39%
2020	-27.08%	-21.03%
2019	+18.97%	+65.80%
2018	-24.05%	-22.31%
2017	+3.47%	+37.19%
2016	+21.94%	+36.51%
2015	-20.12%	-4.45%
2014	-5.87%	+28.88%
2013	+19.97%	+65.28%
2012	+1.70%	+47.82%
2011	-2.82%	-35.32%
2010	+16.74%	+13.99%
2009	+22.89%	-6.37%
2008	-42.98%	-84.55%
2007	+32.34%	-40.73%
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 UYG Drawdown Comparison

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

The maximum drawdown for UYG was -97.90%, occurring on Mar 6, 2009. Recovery took 4516 trading sessions.

The current PEO drawdown is -1.15%. The current UYG drawdown is -0.41%.

Rank	PEO	UYG
#1	-71.90% Jul 24, 2014 - Feb 2, 2022	-97.90% Feb 20, 2007 - Jan 30, 2025
#2	-59.45% May 20, 2008 - Apr 3, 2014	-30.35% Feb 18, 2025 - Jul 3, 2025
#3	-40.24% May 22, 2001 - Oct 6, 2004	-28.91% Jan 6, 2026 - Jul 28, 2026
#4	-24.30% Jun 8, 2022 - Jan 26, 2023	-11.82% Sep 29, 2025 - Dec 11, 2025
#5	-18.84% Nov 22, 2024 - Dec 1, 2025	-7.58% Jul 25, 2025 - Aug 22, 2025
#6	-16.37% Jan 26, 2023 - Aug 9, 2023	-6.00% Jul 3, 2025 - Jul 25, 2025
#7	-15.32% May 10, 2006 - Aug 9, 2006	-4.58% Aug 13, 2026 - Aug 20, 2026
#8	-15.27% Dec 26, 2007 - Apr 15, 2008	-3.72% Sep 4, 2025 - Sep 19, 2025
#9	-15.23% Sep 19, 2005 - Dec 12, 2005	-3.28% Dec 24, 2025 - Jan 5, 2026
#10	-14.93% Nov 17, 1999 - Mar 31, 2000	-3.27% Jul 28, 2026 - Aug 4, 2026
#11	-13.35% Jul 19, 2007 - Sep 21, 2007	-3.19% Feb 8, 2007 - Feb 14, 2007
#12	-12.60% Aug 9, 2006 - Nov 9, 2006	-3.15% Feb 6, 2025 - Feb 18, 2025
#13	-12.23% Mar 4, 2005 - Jun 20, 2005	-2.39% Jan 30, 2025 - Feb 6, 2025
#14	-11.94% Mar 30, 2026 - Aug 10, 2026	-2.09% Sep 19, 2025 - Sep 29, 2025
#15	-11.80% Sep 5, 2023 - Mar 13, 2024	-1.92% Dec 15, 2025 - Dec 22, 2025

Correlation

Correlation between PEO and UYG is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2000 - 2026)

PEO vs UYG dividend yield comparison.

Year	PEO	UYG
2026	5.47%	0.32%
2025	9.43%	11.72%
2024	8.14%	0.51%
2023	6.54%	0.79%
2022	7.48%	0.77%
2021	5.51%	9.39%
2020	6.42%	0.66%
2019	6.68%	0.90%
2018	5.63%	1.28%
2017	5.95%	0.56%
2016	5.65%	0.76%
2015	7.78%	0.72%
2014	7.84%	0.57%
2013	6.76%	0.29%
2012	6.69%	0.86%
2011	8.21%	0.33%
2010	4.70%	0.12%
2009	5.90%	0.69%
2008	15.20%	5.45%
2007	11.07%	2.45%
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%