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

Correlation

The correlation between BGR and AE 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

BGR vs. AE - Performance Comparison

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

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Key characteristics

Fundamentals

Market Cap

BGR:

$325.84M

AE:

$97.77M

EPS

BGR:

$0.48

AE:

-$3.18

PEG Ratio

BGR:

0.00

AE:

0.00

PS Ratio

BGR:

24.42

AE:

0.04

PB Ratio

BGR:

0.91

AE:

1.15

Total Revenue (TTM)

BGR:

$34.81M

AE:

$1.41B

Gross Profit (TTM)

BGR:

$32.60M

AE:

$977.00K

EBITDA (TTM)

BGR:

$14.11M

AE:

$4.31M

Returns By Period


BGR

YTD

4.22%

1M

10.06%

6M

-1.96%

1Y

3.19%

5Y*

20.89%

10Y*

2.17%

AE

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

BGR vs. AE — Risk-Adjusted Performance Rank

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

BGR
The Risk-Adjusted Performance Rank of BGR is 5454
Overall Rank
The Sharpe Ratio Rank of BGR is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of BGR is 4848
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 6060
Martin Ratio Rank

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
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.

BGR vs. AE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Energy and Resources Trust (BGR) and Adams Resources & Energy, Inc. (AE). 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

BGR vs. AE - Dividend Comparison

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


TTM20242023202220212020201920182017201620152014
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%
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%

Drawdowns

BGR vs. AE - Drawdown Comparison


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Volatility

BGR vs. AE - Volatility Comparison


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Financials

BGR vs. AE - Financials Comparison

This section allows you to compare key financial metrics between BlackRock Energy and Resources Trust and Adams Resources & Energy, Inc.. 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
10.63M
695.16M
(BGR) Total Revenue
(AE) Total Revenue
Values in USD except per share items