Adams Natural Resources Fund Net Income
| PEO Fund | USD 24.58 0.43 1.72% |
As of the 5th of February, Adams Natural shows the risk adjusted performance of 0.1894, and Mean Deviation of 0.9233. In respect to fundamental indicators, the technical analysis model gives you tools to check existing technical drivers of Adams Natural, as well as the relationship between them.
Adams Natural's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Adams Natural's valuation are provided below:Adams Natural Resources does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Adams |
Adams Natural 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Adams Natural's fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Adams Natural.
| 11/07/2025 |
| 02/05/2026 |
If you would invest 0.00 in Adams Natural on November 7, 2025 and sell it all today you would earn a total of 0.00 from holding Adams Natural Resources or generate 0.0% return on investment in Adams Natural over 90 days. Adams Natural is related to or competes with Nuveen Dow, Hartford Growth, Alger Capital, Blackrock Debt, India Closed, Diamond Hill, and Blackrock Muniholdings. Adams Natural Resources Fund, Inc. is a publicly owned investment manager More
Adams Natural Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Adams Natural's fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Adams Natural Resources upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.1 | |||
| Information Ratio | 0.2086 | |||
| Maximum Drawdown | 4.76 | |||
| Value At Risk | (1.44) | |||
| Potential Upside | 2.31 |
Adams Natural Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Adams Natural's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Adams Natural's standard deviation. In reality, there are many statistical measures that can use Adams Natural historical prices to predict the future Adams Natural's volatility.| Risk Adjusted Performance | 0.1894 | |||
| Jensen Alpha | 0.2644 | |||
| Total Risk Alpha | 0.2242 | |||
| Sortino Ratio | 0.2212 | |||
| Treynor Ratio | 0.6846 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Adams Natural's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Adams Natural February 5, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1894 | |||
| Market Risk Adjusted Performance | 0.6946 | |||
| Mean Deviation | 0.9233 | |||
| Semi Deviation | 0.7276 | |||
| Downside Deviation | 1.1 | |||
| Coefficient Of Variation | 404.56 | |||
| Standard Deviation | 1.17 | |||
| Variance | 1.36 | |||
| Information Ratio | 0.2086 | |||
| Jensen Alpha | 0.2644 | |||
| Total Risk Alpha | 0.2242 | |||
| Sortino Ratio | 0.2212 | |||
| Treynor Ratio | 0.6846 | |||
| Maximum Drawdown | 4.76 | |||
| Value At Risk | (1.44) | |||
| Potential Upside | 2.31 | |||
| Downside Variance | 1.21 | |||
| Semi Variance | 0.5294 | |||
| Expected Short fall | (1.07) | |||
| Skewness | 0.1934 | |||
| Kurtosis | 0.2305 |
Adams Natural Resources Backtested Returns
Adams Natural appears to be very steady, given 3 months investment horizon. Adams Natural Resources secures Sharpe Ratio (or Efficiency) of 0.25, which signifies that the fund had a 0.25 % return per unit of standard deviation over the last 3 months. We have found twenty-eight technical indicators for Adams Natural Resources, which you can use to evaluate the volatility of the entity. Please makes use of Adams Natural's risk adjusted performance of 0.1894, and Mean Deviation of 0.9233 to double-check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.41, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Adams Natural's returns are expected to increase less than the market. However, during the bear market, the loss of holding Adams Natural is expected to be smaller as well.
Auto-correlation | 0.22 |
Weak predictability
Adams Natural Resources has weak predictability. Overlapping area represents the amount of predictability between Adams Natural time series from 7th of November 2025 to 22nd of December 2025 and 22nd of December 2025 to 5th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Adams Natural Resources price movement. The serial correlation of 0.22 indicates that over 22.0% of current Adams Natural price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.22 | |
| Spearman Rank Test | 0.14 | |
| Residual Average | 0.0 | |
| Price Variance | 1.66 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Adams Natural Resources reported net income of 119.05 M. This is much higher than that of the Financial Services family and significantly higher than that of the Asset Management category. The net income for all United States funds is notably lower than that of the firm.
Adams Net Income 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 Net Income 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 net income among similar funds.
Adams Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Adams Natural's current stock value. Our valuation model uses many indicators to compare Adams Natural value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Adams Natural competition to find correlations between indicators driving Adams Natural's intrinsic value. More Info.Adams Natural Resources is rated below average in price to earning among similar funds. It is rated top fund in price to book among similar funds fabricating about 0.36 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Adams Natural Resources is roughly 2.79 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Adams Natural's earnings, one of the primary drivers of an investment's value.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 | 13.22 % | ||||
| One Year Return | 16.85 % | ||||
| Three Year Return | 7.96 % | ||||
| Five Year Return | 21.67 % | ||||
| 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
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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