San Juan Basin Royalty Trust (SJT)
Company Info
| ISIN | US7982411057 |
|---|---|
| CUSIP | 798241105 |
| Sector | Energy |
| Industry | Oil & Gas E&P |
Highlights
| Market Cap | $180.84M |
|---|---|
| EPS (TTM) | $0.42 |
| PE Ratio | 9.24 |
| Total Revenue (TTM) | $12.32M |
| Gross Profit (TTM) | $3.90M |
| EBITDA (TTM) | $7.64M |
| Year Range | $3.59 - $7.86 |
| Target Price | $20.50 |
| Short % | 2.17% |
| Short Ratio | 2.75 |
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: SJT vs. SBR, SJT vs. UAN, SJT vs. LOW, SJT vs. SPY, SJT vs. JEPI, SJT vs. MOAT, SJT vs. PFLT, SJT vs. DGRW, SJT vs. URNM, SJT vs. PDI
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in San Juan Basin Royalty Trust, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
San Juan Basin Royalty Trust had a return of -21.11% year-to-date (YTD) and -46.31% in the last 12 months. Over the past 10 years, San Juan Basin Royalty Trust had an annualized return of -6.69%, while the S&P 500 had an annualized return of 10.58%, indicating that San Juan Basin Royalty Trust did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -21.11% | 13.20% |
| 1 month | -0.25% | -1.28% |
| 6 months | -20.33% | 10.32% |
| 1 year | -46.31% | 18.23% |
| 5 years (annualized) | 15.79% | 12.31% |
| 10 years (annualized) | -6.69% | 10.58% |
Monthly Returns
The table below presents the monthly returns of SJT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -4.80% | 7.24% | 3.72% | -20.94% | -2.88% | 0.50% | -21.11% | ||||||
| 2023 | -9.92% | 7.88% | 1.91% | -26.69% | 6.87% | -7.94% | 8.63% | -16.38% | 3.89% | 8.66% | -9.54% | -24.56% | -50.01% |
| 2022 | 13.88% | 3.31% | 27.62% | 22.00% | 22.25% | -31.89% | 46.87% | -0.02% | -23.41% | 17.08% | 11.04% | -1.05% | 120.63% |
| 2021 | 32.87% | 9.96% | 5.89% | 23.67% | 18.39% | -8.55% | 1.24% | -16.01% | 18.53% | 36.89% | -4.93% | -2.91% | 163.80% |
| 2020 | -4.00% | -2.65% | -7.68% | 21.85% | 9.96% | -18.57% | 1.75% | 24.14% | -12.85% | 31.29% | 12.07% | -26.68% | 11.80% |
| 2019 | -0.67% | 3.05% | 12.08% | -15.36% | -9.78% | -5.66% | -14.36% | -24.70% | 22.26% | -12.92% | -8.36% | 5.48% | -45.15% |
| 2018 | 19.64% | -11.09% | -8.55% | -12.42% | -4.14% | -12.00% | 2.40% | -0.48% | -15.07% | 4.56% | 2.07% | -6.89% | -38.19% |
| 2017 | 14.35% | -11.52% | 10.85% | -1.50% | 3.07% | -5.67% | 0.75% | 2.07% | 16.71% | -3.02% | 14.94% | -3.11% | 39.22% |
| 2016 | 50.80% | -22.70% | 7.61% | 34.25% | 1.49% | 3.75% | -10.21% | -7.73% | -0.65% | 7.15% | -3.22% | 11.00% | 68.02% |
| 2015 | -1.77% | 1.63% | -14.98% | -8.77% | -2.84% | 1.51% | -0.33% | 2.91% | -13.18% | -18.76% | -28.42% | -23.75% | -69.84% |
| 2014 | 4.70% | -0.20% | 2.66% | 8.89% | -1.43% | 3.89% | -9.31% | 12.89% | -2.02% | -3.87% | -5.85% | -15.77% | -8.53% |
| 2013 | 15.18% | 3.80% | -5.20% | 2.12% | 1.80% | 2.83% | 2.76% | 2.12% | -3.46% | -0.92% | 7.73% | -0.02% | 30.98% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SJT is 8, indicating that it is in the bottom 8% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for San Juan Basin Royalty Trust (SJT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
San Juan Basin Royalty Trust granted a 6.97% dividend yield in the last twelve months. The annual payout for that period amounted to $0.27 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.27 | $1.11 | $1.66 | $0.77 | $0.16 | $0.17 | $0.39 | $0.84 | $0.30 | $0.36 | $1.28 | $0.78 |
Dividend yield | 6.97% | 21.81% | 14.58% | 12.67% | 5.96% | 6.83% | 8.04% | 10.19% | 4.51% | 8.81% | 9.01% | 4.68% |
Monthly Dividends
The table displays the monthly dividend distributions for San Juan Basin Royalty Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.02 | $0.03 | $0.04 | $0.02 | $0.00 | $0.00 | $0.00 | $0.11 | |||||
| 2023 | $0.11 | $0.25 | $0.41 | $0.10 | $0.05 | $0.02 | $0.01 | $0.02 | $0.05 | $0.05 | $0.02 | $0.01 | $1.11 |
| 2022 | $0.10 | $0.09 | $0.12 | $0.08 | $0.09 | $0.11 | $0.15 | $0.18 | $0.12 | $0.35 | $0.17 | $0.10 | $1.66 |
| 2021 | $0.06 | $0.05 | $0.05 | $0.10 | $0.04 | $0.02 | $0.08 | $0.00 | $0.04 | $0.07 | $0.15 | $0.11 | $0.77 |
| 2020 | $0.03 | $0.04 | $0.03 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.03 | $0.01 | $0.16 |
| 2019 | $0.03 | $0.06 | $0.04 | $0.02 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 |
| 2018 | $0.07 | $0.04 | $0.03 | $0.04 | $0.01 | $0.00 | $0.03 | $0.03 | $0.00 | $0.08 | $0.04 | $0.02 | $0.39 |
| 2017 | $0.04 | $0.06 | $0.07 | $0.05 | $0.04 | $0.04 | $0.06 | $0.04 | $0.22 | $0.07 | $0.07 | $0.07 | $0.84 |
| 2016 | $0.02 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.02 | $0.04 | $0.05 | $0.05 | $0.06 | $0.30 |
| 2015 | $0.05 | $0.07 | $0.03 | $0.00 | $0.00 | $0.03 | $0.03 | $0.03 | $0.05 | $0.04 | $0.02 | $0.03 | $0.36 |
| 2014 | $0.10 | $0.09 | $0.12 | $0.10 | $0.14 | $0.14 | $0.12 | $0.10 | $0.11 | $0.10 | $0.08 | $0.08 | $1.28 |
| 2013 | $0.05 | $0.03 | $0.00 | $0.00 | $0.04 | $0.08 | $0.10 | $0.09 | $0.09 | $0.10 | $0.11 | $0.10 | $0.78 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the San Juan Basin 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 San Juan Basin Royalty Trust was 92.83%, occurring on Mar 23, 2020. The portfolio has not yet recovered.
The current San Juan Basin Royalty Trust drawdown is 72.60%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -92.83% | Jun 25, 2008 | 2957 | Mar 23, 2020 | — | — | — |
| -46.12% | Aug 28, 1989 | 354 | Jan 22, 1991 | 407 | Aug 31, 1992 | 761 |
| -45.81% | Oct 16, 1997 | 220 | Aug 31, 1998 | 261 | Sep 14, 1999 | 481 |
| -45.8% | May 15, 2001 | 166 | Jan 15, 2002 | 285 | Mar 5, 2003 | 451 |
| -40.93% | Oct 28, 1993 | 420 | Jun 27, 1995 | 381 | Dec 27, 1996 | 801 |
Volatility
Volatility Chart
The current San Juan Basin Royalty Trust volatility is 7.38%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
P/E Ratio
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for San Juan Basin Royalty Trust.
Loading data...
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
| Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
| Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |