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

Correlation

The correlation between BGR and MPLX is 0.35, 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. 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.

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Key characteristics

Sharpe Ratio

BGR:

0.16

MPLX:

1.39

Sortino Ratio

BGR:

0.38

MPLX:

1.88

Omega Ratio

BGR:

1.05

MPLX:

1.25

Calmar Ratio

BGR:

0.22

MPLX:

1.84

Martin Ratio

BGR:

0.81

MPLX:

6.65

Ulcer Index

BGR:

4.88%

MPLX:

4.04%

Daily Std Dev

BGR:

20.46%

MPLX:

20.09%

Max Drawdown

BGR:

-72.56%

MPLX:

-85.72%

Current Drawdown

BGR:

-6.75%

MPLX:

-8.65%

Fundamentals

Market Cap

BGR:

$325.84M

MPLX:

$50.14B

EPS

BGR:

$0.48

MPLX:

$4.33

PE Ratio

BGR:

26.00

MPLX:

11.34

PEG Ratio

BGR:

0.00

MPLX:

2.70

PS Ratio

BGR:

24.42

MPLX:

4.50

PB Ratio

BGR:

0.91

MPLX:

3.62

Total Revenue (TTM)

BGR:

$34.81M

MPLX:

$11.23B

Gross Profit (TTM)

BGR:

$32.60M

MPLX:

$4.99B

EBITDA (TTM)

BGR:

$14.11M

MPLX:

$4.68B

Returns By Period

In the year-to-date period, BGR achieves a 4.22% return, which is significantly lower than MPLX's 6.26% return. Over the past 10 years, BGR has underperformed MPLX with an annualized return of 2.17%, while MPLX has yielded a comparatively higher 4.81% annualized return.


BGR

YTD

4.22%

1M

10.06%

6M

-1.96%

1Y

3.19%

5Y*

20.89%

10Y*

2.17%

MPLX

YTD

6.26%

1M

3.59%

6M

9.86%

1Y

27.64%

5Y*

35.98%

10Y*

4.81%

*Annualized

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Risk-Adjusted Performance

BGR vs. MPLX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BGR
The Risk-Adjusted Performance Rank of BGR is 5454
Overall Rank
The Sharpe Ratio Rank of BGR is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of BGR is 4848
Sortino Ratio Rank
The Omega Ratio Rank of BGR is 4747
Omega Ratio Rank
The Calmar Ratio Rank of BGR is 6161
Calmar Ratio Rank
The Martin Ratio Rank of BGR is 6060
Martin Ratio Rank

MPLX
The Risk-Adjusted Performance Rank of MPLX is 8888
Overall Rank
The Sharpe Ratio Rank of MPLX is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of MPLX is 8585
Sortino Ratio Rank
The Omega Ratio Rank of MPLX is 8484
Omega Ratio Rank
The Calmar Ratio Rank of MPLX is 9292
Calmar Ratio Rank
The Martin Ratio Rank of MPLX is 9090
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The current BGR Sharpe Ratio is 0.16, which is lower than the MPLX Sharpe Ratio of 1.39. 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.


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Dividends

BGR vs. MPLX - Dividend Comparison

BGR's dividend yield for the trailing twelve months is around 7.57%, which matches MPLX's 7.60% yield.


TTM20242023202220212020201920182017201620152014
BGR
BlackRock Energy and Resources Trust
7.57%6.66%6.22%4.62%4.75%9.26%7.84%8.91%6.57%6.90%11.93%13.83%
MPLX
MPLX LP
7.60%7.33%8.65%8.80%11.30%12.71%10.42%8.22%6.23%5.86%4.33%1.83%

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.


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Volatility

BGR vs. MPLX - Volatility Comparison

The current volatility for BlackRock Energy and Resources Trust (BGR) is 5.94%, while MPLX LP (MPLX) has a volatility of 7.62%. 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.


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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


0.00500.00M1.00B1.50B2.00B2.50B3.00B20212022202320242025
10.63M
2.89B
(BGR) Total Revenue
(MPLX) Total Revenue
Values in USD except per share items