Sabine Royalty Trust (SBR)

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Sabine Royalty Trust (SBR) is up 15.2% since the beginning of the year. At $77 per share, SBR is trading 8.6% below its 52-week high of $84. Investors who bought $1,000 worth of SBR shares 5 years ago would now be looking at an investment worth $3,233.

Sabine Royalty Trust (SBR) has returned 15.17% so far this year and 23.46% over the past 12 months. Looking at the last ten years, SBR has achieved an annualized return of 17.70%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.

Based on dividend-adjusted daily data since Dec 30, 1987, SBR's average daily return is +0.07%, while the average monthly return is +1.48%. At this rate, an investment would double in approximately 3.9 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2000 with a return of +26.4%, while the worst month was Feb 2009 at -26.2%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 5 months.

On a daily basis, SBR closed higher 47% of trading days. The best single day was Apr 3, 2000 with a return of +18.5%, while the worst single day was Mar 31, 2000 at -15.6%.

Sabine Royalty Trust has an annualized alpha of 15.29%, beta of 0.40, and R2 of 0.06 versus S&P 500 Index. Calculated based on daily prices since December 31, 1987.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (69.91%) than losses (28.31%) - typical of diversified or defensive assets.
• Beta of 0.40 may look defensive, but with R2 of 0.06 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.06 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

SBR ranks 65 for risk / return — better than 65% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Sabine Royalty Trust (SBR) and compare them to S&P 500 Index.

Sabine Royalty Trust provided a 6.14% dividend yield over the last twelve months, with an annual payout of $4.74 per share.

The table displays the monthly dividend distributions for Sabine Royalty Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Sabine Royalty Trust. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Sabine Royalty Trust was 56.40%, occurring on Jan 19, 2016. Recovery took 587 trading sessions.

The current Sabine Royalty Trust drawdown is 2.59%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Sabine Royalty Trust over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Sabine Royalty Trust is priced in the market compared to other companies in the Oil & Gas E&P industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.