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AE vs. BGR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AE and BGR is 0.24, 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

The chart below illustrates the hypothetical performance of a $10,000 investment in Adams Resources & Energy, Inc. (AE) and BlackRock Energy and Resources Trust (BGR). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Fundamentals

Market Cap

AE:

$97.77M

BGR:

$332.89M

EPS

AE:

-$3.18

BGR:

$0.48

PEG Ratio

AE:

0.00

BGR:

0.00

PS Ratio

AE:

0.04

BGR:

24.94

PB Ratio

AE:

1.15

BGR:

0.93

Total Revenue (TTM)

AE:

$1.41B

BGR:

$34.81M

Gross Profit (TTM)

AE:

$977.00K

BGR:

$32.60M

EBITDA (TTM)

AE:

$4.31M

BGR:

$14.11M

Returns By Period


AE

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

BGR

YTD

4.22%

1M

10.06%

6M

-1.96%

1Y

3.19%

5Y*

20.89%

10Y*

2.17%

*Annualized

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Risk-Adjusted Performance

AE vs. BGR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AE
The Risk-Adjusted Performance Rank of AE is 8585
Overall Rank
The Sharpe Ratio Rank of AE is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of AE is 9090
Sortino Ratio Rank
The Omega Ratio Rank of AE is 8888
Omega Ratio Rank
The Calmar Ratio Rank of AE is 7979
Calmar Ratio Rank
The Martin Ratio Rank of AE is 8585
Martin Ratio Rank

BGR
The Risk-Adjusted Performance Rank of BGR is 5555
Overall Rank
The Sharpe Ratio Rank of BGR is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of BGR is 4747
Sortino Ratio Rank
The Omega Ratio Rank of BGR is 4747
Omega Ratio Rank
The Calmar Ratio Rank of BGR is 6161
Calmar Ratio Rank
The Martin Ratio Rank of BGR is 6161
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.



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Dividends

AE vs. BGR - Dividend Comparison

AE has not paid dividends to shareholders, while BGR's dividend yield for the trailing twelve months is around 7.57%.


TTM20242023202220212020201920182017201620152014
AE
Adams Resources & Energy, Inc.
1.90%2.54%3.67%2.47%3.45%3.98%2.47%2.27%2.02%2.22%2.29%1.76%
BGR
BlackRock Energy and Resources Trust
7.57%6.66%6.22%4.62%4.75%9.26%7.84%8.91%6.57%6.90%11.93%13.83%

Drawdowns

AE vs. BGR - Drawdown Comparison


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Volatility

AE vs. BGR - Volatility Comparison


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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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00200.00M400.00M600.00M800.00M1.00B20212022202320242025
695.16M
10.63M
(AE) Total Revenue
(BGR) Total Revenue
Values in USD except per share items