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:
1.38
AE:
1.23
BGR:
1.96
AE:
2.76
BGR:
1.24
AE:
1.34
BGR:
2.41
AE:
0.91
BGR:
6.86
AE:
5.80
BGR:
3.02%
AE:
10.52%
BGR:
15.00%
AE:
49.65%
BGR:
-72.52%
AE:
-81.58%
BGR:
0.00%
AE:
-43.00%
Fundamentals
BGR:
$357.69M
AE:
$97.77M
BGR:
$2.02
AE:
-$3.18
BGR:
0.00
AE:
0.00
BGR:
$10.33M
AE:
$2.07B
BGR:
$6.18M
AE:
$5.40M
BGR:
$31.48M
AE:
$10.73M
Returns By Period
In the year-to-date period, BGR achieves a 10.23% return, which is significantly higher than AE's 0.61% return. Over the past 10 years, BGR has outperformed AE with an annualized return of 2.10%, while AE has yielded a comparatively lower -2.93% annualized return.
BGR
10.23%
2.44%
8.18%
19.69%
10.05%
2.10%
AE
0.61%
1.52%
63.37%
65.30%
6.57%
-2.93%
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Risk-Adjusted Performance
BGR vs. AE — Risk-Adjusted Performance Rank
BGR
AE
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 6.59%, more than AE's 2.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGR BlackRock Energy and Resources Trust | 6.59% | 6.67% | 6.25% | 4.64% | 4.81% | 9.28% | 7.88% | 8.96% | 6.60% | 6.93% | 11.93% | 13.83% |
AE Adams Resources & Energy, Inc. | 2.53% | 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
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 4.49% compared to Adams Resources & Energy, Inc. (AE) at 1.17%. 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