Adams Natural Resources Fund One Year Return
| PEO Fund | USD 23.68 0.09 0.38% |
Adams Natural Resources fundamentals help investors to digest information that contributes to Adams Natural's financial success or failures. It also enables traders to predict the movement of Adams Fund. The fundamental analysis module provides a way to measure Adams Natural's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Adams Natural fund.
Adams |
Adams Natural Resources Fund One Year Return Analysis
Adams Natural's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Adams Natural One Year Return | 18.12 % |
Most of Adams Natural's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Adams Natural Resources is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Adams Natural Resources has an One Year Return of 18.1218%. This is much higher than that of the Financial Services family and significantly higher than that of the Asset Management category. The one year return for all United States funds is notably lower than that of the firm.
Adams One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Adams Natural's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the funds which would be a good addition to a portfolio. Peer analysis of Adams Natural could also be used in its relative valuation, which is a method of valuing Adams Natural by comparing valuation metrics of similar companies.Adams Natural is currently under evaluation in one year return among similar funds.
Adams Fundamentals
| Return On Equity | 23.92 | |||
| Return On Asset | 2.13 | |||
| Profit Margin | 591.46 % | |||
| Operating Margin | 84.54 % | |||
| Current Valuation | 571.81 M | |||
| Shares Outstanding | 24.08 M | |||
| Shares Owned By Insiders | 0.53 % | |||
| Shares Owned By Institutions | 33.27 % | |||
| Number Of Shares Shorted | 373.68 K | |||
| Price To Earning | 4.60 X | |||
| Price To Book | 1.65 X | |||
| Price To Sales | 27.25 X | |||
| Revenue | 20.13 M | |||
| Gross Profit | 16.84 M | |||
| Net Income | 119.05 M | |||
| Cash And Equivalents | 150.21 K | |||
| Cash Per Share | 0.01 X | |||
| Current Ratio | 1.33 X | |||
| Book Value Per Share | 13.76 X | |||
| Short Ratio | 7.08 X | |||
| Earnings Per Share | (5.89) X | |||
| Number Of Employees | 16 | |||
| Beta | 1.27 | |||
| Market Capitalization | 533.86 M | |||
| Total Asset | 620.34 M | |||
| Retained Earnings | 153.11 M | |||
| Annual Yield | 0.03 % | |||
| Year To Date Return | 16.93 % | |||
| One Year Return | 18.12 % | |||
| Three Year Return | 19.90 % | |||
| Five Year Return | 14.87 % | |||
| Last Dividend Paid | 0.4 |
About Adams Natural Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Adams Natural Resources's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Adams Natural using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Adams Natural Resources based on its fundamental data. In general, a quantitative approach, as applied to this fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Adams Natural
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Adams Natural position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Adams Natural will appreciate offsetting losses from the drop in the long position's value.Moving together with Adams Fund
Moving against Adams Fund
| 0.73 | MRK | Merck Company Fiscal Year End 6th of February 2025 | PairCorr |
| 0.59 | BA | Boeing Fiscal Year End 29th of January 2025 | PairCorr |
| 0.58 | SWZ | Swiss Helvetia Closed | PairCorr |
The ability to find closely correlated positions to Adams Natural could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Adams Natural when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Adams Natural - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Adams Natural Resources to buy it.
The correlation of Adams Natural is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Adams Natural moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Adams Natural Resources moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Adams Natural can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Other Information on Investing in Adams Fund
Adams Natural financial ratios help investors to determine whether Adams Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Adams with respect to the benefits of owning Adams Natural security.
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