PEO vs VSDM

Comparison between Adams Natural Resources Fund Inc (PEO, ETF) and VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF ETF SHARES (VSDM, ETF).

PEO vs VSDM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PEO(ETF)	VSDM(ETF)
Net Assets	$762M	$760M
Expense Ratio	N/A	0.12%
Max Drawdown	86.24%	1.94%
Sharpe Ratio	1.52	0.00
5Y Beta	0.51	0.01
5Y Dividends CAGR	28.22%	N/A

Net Assets

Winner

PEO

$762M

VSDM

$760M

Expense Ratio

PEO

N/A

VSDM

0.12%

Max Drawdown

PEO

86.24%

Winner

VSDM

1.94%

Sharpe Ratio

Winner

PEO

1.52

VSDM

0.00

5Y Beta

PEO

0.51

Winner

VSDM

0.01

5Y Dividends CAGR

PEO

28.22%

VSDM

N/A

PEO vs VSDM - Historical Returns

Returns include dividend reinvestment.

Period	PEO	VSDM
1 month	+9.61%	-0.14%
3 months	+5.22%	+0.27%
6 months	+16.44%	+0.70%
1 year	+35.98%	+3.77%
5 years(CAGR)	+21.44%	N/A
10 years(CAGR)	+10.44%	N/A
Max(CAGR)	+7.96%	+3.88%

Winner

PEO

+9.61%

VSDM

-0.14%

Winner

PEO

+5.22%

VSDM

+0.27%

Winner

PEO

+16.44%

VSDM

+0.70%

Winner

PEO

+35.98%

VSDM

+3.77%

5Y(CAGR)

PEO

+21.44%

VSDM

N/A

10Y(CAGR)

PEO

+10.44%

VSDM

N/A

Max(CAGR)

Winner

PEO

+7.96%

VSDM

+3.88%

PEO vs VSDM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PEO	VSDM
2026	+27.16%	+1.23%
2025	+8.90%	+5.39%
2024	+11.91%	-0.15%
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 VSDM Drawdown Comparison

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

The maximum drawdown for VSDM was -1.81%, occurring on Apr 11, 2025. Recovery took 47 trading sessions.

The current PEO drawdown is -3.16%. The current VSDM drawdown is -0.37%.

Rank	PEO	VSDM
#1	-71.90% Jul 24, 2014 - Feb 2, 2022	-1.81% Apr 4, 2025 - Jun 12, 2025
#2	-59.45% May 20, 2008 - Apr 3, 2014	-1.46% Feb 27, 2026 - Jul 2, 2026
#3	-40.24% May 22, 2001 - Oct 6, 2004	-0.95% Dec 6, 2024 - Feb 3, 2025
#4	-24.30% Jun 8, 2022 - Jan 26, 2023	-0.54% Feb 25, 2025 - Apr 3, 2025
#5	-18.84% Nov 22, 2024 - Dec 1, 2025	-0.47% Sep 16, 2025 - Oct 16, 2025
#6	-16.37% Jan 26, 2023 - Aug 9, 2023	-0.37% Jul 6, 2026 - Jul 21, 2026
#7	-15.32% May 10, 2006 - Aug 9, 2006	-0.28% Feb 6, 2025 - Feb 20, 2025
#8	-15.27% Dec 26, 2007 - Apr 15, 2008	-0.20% Oct 17, 2025 - Nov 11, 2025
#9	-15.23% Sep 19, 2005 - Dec 12, 2005	-0.13% Dec 19, 2025 - Dec 31, 2025
#10	-14.93% Nov 17, 1999 - Mar 31, 2000	-0.11% Aug 13, 2025 - Aug 22, 2025
#11	-13.35% Jul 19, 2007 - Sep 21, 2007	-0.09% Feb 18, 2026 - Feb 23, 2026
#12	-12.60% Aug 9, 2006 - Nov 9, 2006	-0.07% Jul 29, 2025 - Aug 1, 2025
#13	-12.23% Mar 4, 2005 - Jun 20, 2005	-0.07% Jun 17, 2025 - Jun 23, 2025
#14	-11.94% Mar 30, 2026 - Jun 18, 2026	-0.07% Jul 11, 2025 - Jul 21, 2025
#15	-11.80% Sep 5, 2023 - Mar 13, 2024	-0.07% Nov 11, 2025 - Nov 25, 2025

Correlation

Correlation between PEO and VSDM is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2000 - 2026)

PEO vs VSDM dividend yield comparison.

Year	PEO	VSDM
2026	3.75%	1.55%
2025	9.43%	3.06%
2024	8.14%	0.35%
2023	6.54%	0.00%
2022	7.48%	0.00%
2021	5.51%	0.00%
2020	6.42%	0.00%
2019	6.68%	0.00%
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%