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

Correlation

The correlation between BGR and MPLX is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.5

Performance

BGR vs. MPLX - Performance Comparison

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

0.00%100.00%200.00%300.00%400.00%JulyAugustSeptemberOctoberNovemberDecember
41.33%
323.49%
BGR
MPLX

Key characteristics

Sharpe Ratio

BGR:

0.56

MPLX:

2.96

Sortino Ratio

BGR:

0.86

MPLX:

4.12

Omega Ratio

BGR:

1.10

MPLX:

1.52

Calmar Ratio

BGR:

0.83

MPLX:

3.89

Martin Ratio

BGR:

2.87

MPLX:

17.54

Ulcer Index

BGR:

2.97%

MPLX:

2.37%

Daily Std Dev

BGR:

15.23%

MPLX:

14.04%

Max Drawdown

BGR:

-72.52%

MPLX:

-85.72%

Current Drawdown

BGR:

-7.59%

MPLX:

-8.48%

Fundamentals

Market Cap

BGR:

$337.59M

MPLX:

$48.60B

EPS

BGR:

$2.00

MPLX:

$4.24

PE Ratio

BGR:

6.47

MPLX:

11.25

PEG Ratio

BGR:

0.00

MPLX:

2.27

Total Revenue (TTM)

BGR:

$18.81M

MPLX:

$10.91B

Gross Profit (TTM)

BGR:

$14.66M

MPLX:

$4.95B

EBITDA (TTM)

BGR:

$54.97M

MPLX:

$6.10B

Returns By Period

In the year-to-date period, BGR achieves a 8.42% return, which is significantly lower than MPLX's 40.00% return. Over the past 10 years, BGR has underperformed MPLX with an annualized return of 2.18%, while MPLX has yielded a comparatively higher 5.24% annualized return.


BGR

YTD

8.42%

1M

-5.60%

6M

2.49%

1Y

8.07%

5Y*

8.88%

10Y*

2.18%

MPLX

YTD

40.00%

1M

-0.63%

6M

18.92%

1Y

41.19%

5Y*

25.38%

10Y*

5.24%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

BGR vs. MPLX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Energy and Resources Trust (BGR) and MPLX LP (MPLX). 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.


Sharpe ratio
The chart of Sharpe ratio for BGR, currently valued at 0.56, compared to the broader market-4.00-2.000.002.000.562.96
The chart of Sortino ratio for BGR, currently valued at 0.86, compared to the broader market-4.00-2.000.002.004.000.864.12
The chart of Omega ratio for BGR, currently valued at 1.10, compared to the broader market0.501.001.502.001.101.52
The chart of Calmar ratio for BGR, currently valued at 0.83, compared to the broader market0.002.004.006.000.833.89
The chart of Martin ratio for BGR, currently valued at 2.87, compared to the broader market-5.000.005.0010.0015.0020.0025.002.8717.54
BGR
MPLX

The current BGR Sharpe Ratio is 0.56, which is lower than the MPLX Sharpe Ratio of 2.96. The chart below compares the historical Sharpe Ratios of BGR and MPLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
0.56
2.96
BGR
MPLX

Dividends

BGR vs. MPLX - Dividend Comparison

BGR's dividend yield for the trailing twelve months is around 6.65%, less than MPLX's 7.42% yield.


TTM20232022202120202019201820172016201520142013
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%
MPLX
MPLX LP
7.42%8.65%8.80%11.30%12.71%10.42%8.22%6.23%5.86%4.33%1.83%2.32%

Drawdowns

BGR vs. MPLX - Drawdown Comparison

The maximum BGR drawdown since its inception was -72.52%, smaller than the maximum MPLX drawdown of -85.72%. Use the drawdown chart below to compare losses from any high point for BGR and MPLX. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-7.59%
-8.48%
BGR
MPLX

Volatility

BGR vs. MPLX - Volatility Comparison

The current volatility for BlackRock Energy and Resources Trust (BGR) is 4.19%, while MPLX LP (MPLX) has a volatility of 7.33%. This indicates that BGR experiences smaller price fluctuations and is considered to be less risky than MPLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%JulyAugustSeptemberOctoberNovemberDecember
4.19%
7.33%
BGR
MPLX

Financials

BGR vs. MPLX - Financials Comparison

This section allows you to compare key financial metrics between BlackRock Energy and Resources Trust and MPLX LP. 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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