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.
Key characteristics
| BGR | AE | |
|---|---|---|
| YTD Return | 14.64% | 45.65% |
| 1Y Return | 13.08% | 29.63% |
| 3Y Return (Ann) | 16.54% | 11.54% |
| 5Y Return (Ann) | 10.37% | 6.62% |
| 10Y Return (Ann) | 1.97% | 0.26% |
| Sharpe Ratio | 0.84 | 0.52 |
| Sortino Ratio | 1.23 | 1.50 |
| Omega Ratio | 1.15 | 1.16 |
| Calmar Ratio | 1.24 | 0.41 |
| Martin Ratio | 4.49 | 2.10 |
| Ulcer Index | 2.91% | 12.92% |
| Daily Std Dev | 15.64% | 51.80% |
| Max Drawdown | -72.56% | -81.58% |
| Current Drawdown | -0.22% | -44.71% |
Fundamentals
| BGR | AE | |
|---|---|---|
| Market Cap | $361.51M | $95.13M |
| EPS | $2.00 | -$0.70 |
| PEG Ratio | 0.00 | 0.00 |
| Total Revenue (TTM) | $18.81M | $2.09B |
| Gross Profit (TTM) | $14.66M | $10.05M |
| EBITDA (TTM) | $54.97M | $16.48M |
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
In the year-to-date period, BGR achieves a 14.64% return, which is significantly lower than AE's 45.65% return. Over the past 10 years, BGR has outperformed AE with an annualized return of 1.97%, while AE has yielded a comparatively lower 0.26% 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
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 5.98%, more than AE's 2.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
BGR vs. AE - Drawdown Comparison
The maximum BGR drawdown since its inception was -72.56%, 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
The current volatility for BlackRock Energy and Resources Trust (BGR) is 4.55%, while Adams Resources & Energy, Inc. (AE) has a volatility of 31.26%. This indicates that BGR experiences smaller price fluctuations and is considered to be less risky 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