BGR vs. MPLX
Compare and contrast key facts about BlackRock Energy and Resources Trust (BGR) and MPLX LP (MPLX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGR or MPLX.
Key characteristics
| BGR | MPLX | |
|---|---|---|
| YTD Return | 14.64% | 37.40% |
| 1Y Return | 13.08% | 42.12% |
| 3Y Return (Ann) | 16.54% | 25.00% |
| 5Y Return (Ann) | 10.37% | 27.16% |
| 10Y Return (Ann) | 1.97% | 4.56% |
| Sharpe Ratio | 0.84 | 3.36 |
| Sortino Ratio | 1.23 | 4.84 |
| Omega Ratio | 1.15 | 1.59 |
| Calmar Ratio | 1.24 | 4.74 |
| Martin Ratio | 4.49 | 23.56 |
| Ulcer Index | 2.91% | 1.75% |
| Daily Std Dev | 15.64% | 12.28% |
| Max Drawdown | -72.56% | -85.72% |
| Current Drawdown | -0.22% | 0.00% |
Fundamentals
| BGR | MPLX | |
|---|---|---|
| Market Cap | $361.51M | $46.87B |
| EPS | $2.00 | $4.24 |
| PE Ratio | 6.75 | 10.85 |
| PEG Ratio | 0.00 | 2.21 |
| Total Revenue (TTM) | $18.81M | $11.11B |
| Gross Profit (TTM) | $14.66M | $6.30B |
| EBITDA (TTM) | $54.97M | $5.88B |
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.
Performance
BGR vs. MPLX - Performance Comparison
In the year-to-date period, BGR achieves a 14.64% return, which is significantly lower than MPLX's 37.40% return. Over the past 10 years, BGR has underperformed MPLX with an annualized return of 1.97%, while MPLX has yielded a comparatively higher 4.56% 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. 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.
Dividends
BGR vs. MPLX - Dividend Comparison
BGR's dividend yield for the trailing twelve months is around 5.98%, less than MPLX's 7.56% 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% |
MPLX MPLX LP | 7.56% | 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 -72.56%, 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.
Volatility
BGR vs. MPLX - Volatility Comparison
The current volatility for BlackRock Energy and Resources Trust (BGR) is 4.55%, while MPLX LP (MPLX) has a volatility of 4.82%. 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.
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.
Total Revenue: Total amount of money received from sales and other business activities