AE vs. BGR
Compare and contrast key facts about Adams Resources & Energy, Inc. (AE) and BlackRock Energy and Resources Trust (BGR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AE or BGR.
Key characteristics
| AE | BGR | |
|---|---|---|
| YTD Return | 45.65% | 14.64% |
| 1Y Return | 29.63% | 13.08% |
| 3Y Return (Ann) | 11.54% | 16.54% |
| 5Y Return (Ann) | 6.62% | 10.37% |
| 10Y Return (Ann) | 0.26% | 1.97% |
| Sharpe Ratio | 0.52 | 0.84 |
| Sortino Ratio | 1.50 | 1.23 |
| Omega Ratio | 1.16 | 1.15 |
| Calmar Ratio | 0.41 | 1.24 |
| Martin Ratio | 2.10 | 4.49 |
| Ulcer Index | 12.92% | 2.91% |
| Daily Std Dev | 51.80% | 15.64% |
| Max Drawdown | -81.58% | -72.56% |
| Current Drawdown | -44.71% | -0.22% |
Fundamentals
| AE | BGR | |
|---|---|---|
| Market Cap | $95.13M | $361.51M |
| EPS | -$0.70 | $2.00 |
| PEG Ratio | 0.00 | 0.00 |
| Total Revenue (TTM) | $2.09B | $18.81M |
| Gross Profit (TTM) | $10.05M | $14.66M |
| EBITDA (TTM) | $16.48M | $54.97M |
Correlation
The correlation between AE and BGR is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AE vs. BGR - Performance Comparison
In the year-to-date period, AE achieves a 45.65% return, which is significantly higher than BGR's 14.64% return. Over the past 10 years, AE has underperformed BGR with an annualized return of 0.26%, while BGR has yielded a comparatively higher 1.97% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AE vs. BGR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Adams Resources & Energy, Inc. (AE) and BlackRock Energy and Resources Trust (BGR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AE vs. BGR - Dividend Comparison
AE's dividend yield for the trailing twelve months is around 2.59%, less than BGR's 5.98% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AE Adams Resources & Energy, Inc. | 2.59% | 3.67% | 2.47% | 3.45% | 3.98% | 2.47% | 2.27% | 2.02% | 2.22% | 2.29% | 1.76% | 0.96% |
BGR BlackRock Energy and Resources Trust | 5.98% | 6.25% | 4.64% | 4.81% | 9.28% | 7.88% | 8.96% | 6.60% | 6.93% | 11.93% | 13.83% | 16.95% |
Drawdowns
AE vs. BGR - Drawdown Comparison
The maximum AE drawdown since its inception was -81.58%, which is greater than BGR's maximum drawdown of -72.56%. Use the drawdown chart below to compare losses from any high point for AE and BGR. For additional features, visit the drawdowns tool.
Volatility
AE vs. BGR - Volatility Comparison
Adams Resources & Energy, Inc. (AE) has a higher volatility of 31.26% compared to BlackRock Energy and Resources Trust (BGR) at 4.55%. This indicates that AE's price experiences larger fluctuations and is considered to be riskier than BGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AE vs. BGR - Financials Comparison
This section allows you to compare key financial metrics between Adams Resources & Energy, Inc. and BlackRock Energy and Resources Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities