San Juan Basin Royalty Trust (SJT)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

San Juan Basin Royalty Trust (SJT) is down 32.0% since the beginning of the year. At $4 per share, SJT is trading 45.4% below its 52-week high of $7. Investors who bought $1,000 worth of SJT shares 5 years ago would now be looking at an investment worth $1,039.

San Juan Basin Royalty Trust (SJT) has returned -32.03% so far this year and -41.95% over the past 12 months. Over the last ten years, SJT has returned 1.07% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.

Based on dividend-adjusted daily data since Oct 29, 1987, SJT's average daily return is +0.05%, while the average monthly return is +1.04%. At this rate, an investment would double in approximately 5.6 years.

Historically, 55% of months were positive and 45% were negative. The best month was Jan 2016 with a return of +50.8%, while the worst month was Jan 2009 at -35.2%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, SJT closed higher 44% of trading days. The best single day was Jan 29, 2016 with a return of +22.9%, while the worst single day was Aug 20, 2021 at -17.1%.

San Juan Basin Royalty Trust has an annualized alpha of 8.02%, beta of 0.51, and R2 of 0.06 versus S&P 500 Index. Calculated based on daily prices since October 30, 1987.

• This stock participated in 54.26% of S&P 500 Index downside but only 49.24% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.51 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.

SJT ranks 3 for risk / return — in the bottom 3% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

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

San Juan Basin Royalty Trust provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

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.

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 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 92.82%, occurring on Mar 23, 2020. The portfolio has not yet recovered.

The current San Juan Basin Royalty Trust drawdown is 73.27%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of San Juan Basin 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 San Juan Basin 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.