BGR vs. AE
Compare and contrast key facts about BlackRock Energy and Resources Trust (BGR) and Adams Resources & Energy, Inc. (AE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGR or AE.
Correlation
The correlation between BGR and AE 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
BGR vs. AE - Performance Comparison
Key characteristics
BGR:
0.57
AE:
0.89
BGR:
0.88
AE:
2.16
BGR:
1.11
AE:
1.25
BGR:
0.85
AE:
0.67
BGR:
3.04
AE:
3.92
BGR:
2.89%
AE:
11.46%
BGR:
15.26%
AE:
50.74%
BGR:
-72.52%
AE:
-81.58%
BGR:
-7.59%
AE:
-44.10%
Fundamentals
BGR:
$337.59M
AE:
$96.23M
BGR:
$2.00
AE:
-$3.18
BGR:
0.00
AE:
0.00
BGR:
$18.81M
AE:
$2.78B
BGR:
$14.66M
AE:
$9.00M
BGR:
$54.97M
AE:
$17.20M
Returns By Period
In the year-to-date period, BGR achieves a 8.42% return, which is significantly lower than AE's 47.26% return. Over the past 10 years, BGR has outperformed AE with an annualized return of 1.95%, while AE has yielded a comparatively lower 0.45% annualized return.
BGR
8.42%
-5.60%
3.79%
7.90%
8.90%
1.95%
AE
47.26%
0.68%
54.79%
40.66%
2.92%
0.45%
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Risk-Adjusted Performance
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.
Dividends
BGR vs. AE - Dividend Comparison
BGR's dividend yield for the trailing twelve months is around 6.65%, more than AE's 2.58% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGR BlackRock Energy and Resources Trust | 6.65% | 6.25% | 4.64% | 4.81% | 9.28% | 7.88% | 8.96% | 6.60% | 6.93% | 11.93% | 13.83% | 16.95% |
AE Adams Resources & Energy, Inc. | 2.58% | 3.67% | 2.47% | 3.45% | 3.98% | 2.47% | 2.27% | 2.02% | 2.22% | 2.29% | 1.76% | 0.96% |
Drawdowns
BGR vs. AE - Drawdown Comparison
The maximum BGR drawdown since its inception was -72.52%, smaller than the maximum AE drawdown of -81.58%. Use the drawdown chart below to compare losses from any high point for BGR and AE. For additional features, visit the drawdowns tool.
Volatility
BGR vs. AE - Volatility Comparison
BlackRock Energy and Resources Trust (BGR) has a higher volatility of 4.22% compared to Adams Resources & Energy, Inc. (AE) at 1.02%. This indicates that BGR's price experiences larger fluctuations and is considered to be riskier than AE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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.
Total Revenue: Total amount of money received from sales and other business activities