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BSM vs. SILJ
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BSM vs. SILJ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Black Stone Minerals, L.P. (BSM) and ETFMG Prime Junior Silver Miners ETF (SILJ). The values are adjusted to include any dividend payments, if applicable.

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BSM vs. SILJ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BSM
Black Stone Minerals, L.P.
16.05%0.56%1.47%5.85%80.82%67.42%-42.97%-9.53%-7.04%2.49%
SILJ
ETFMG Prime Junior Silver Miners ETF
7.41%183.89%6.39%-5.21%-15.42%-23.21%33.00%57.06%-27.95%-5.65%

Returns By Period

In the year-to-date period, BSM achieves a 16.05% return, which is significantly higher than SILJ's 7.41% return. Over the past 10 years, BSM has underperformed SILJ with an annualized return of 10.27%, while SILJ has yielded a comparatively higher 14.73% annualized return.


BSM

1D
-0.92%
1M
0.13%
YTD
16.05%
6M
20.08%
1Y
8.82%
3Y*
9.41%
5Y*
22.22%
10Y*
10.27%

SILJ

1D
8.82%
1M
-26.25%
YTD
7.41%
6M
31.14%
1Y
149.83%
3Y*
42.89%
5Y*
16.70%
10Y*
14.73%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

BSM vs. SILJ — Risk / Return Rank

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

BSM
BSM Risk / Return Rank: 5151
Overall Rank
BSM Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
BSM Sortino Ratio Rank: 4747
Sortino Ratio Rank
BSM Omega Ratio Rank: 4747
Omega Ratio Rank
BSM Calmar Ratio Rank: 5353
Calmar Ratio Rank
BSM Martin Ratio Rank: 5252
Martin Ratio Rank

SILJ
SILJ Risk / Return Rank: 9595
Overall Rank
SILJ Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
SILJ Sortino Ratio Rank: 9494
Sortino Ratio Rank
SILJ Omega Ratio Rank: 9292
Omega Ratio Rank
SILJ Calmar Ratio Rank: 9696
Calmar Ratio Rank
SILJ Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BSM vs. SILJ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Black Stone Minerals, L.P. (BSM) and ETFMG Prime Junior Silver Miners ETF (SILJ). 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.


BSMSILJDifference

Sharpe ratio

Return per unit of total volatility

0.38

2.74

-2.37

Sortino ratio

Return per unit of downside risk

0.67

2.83

-2.15

Omega ratio

Gain probability vs. loss probability

1.08

1.40

-0.31

Calmar ratio

Return relative to maximum drawdown

0.46

4.26

-3.79

Martin ratio

Return relative to average drawdown

0.93

14.55

-13.61

BSM vs. SILJ - Sharpe Ratio Comparison

The current BSM Sharpe Ratio is 0.38, which is lower than the SILJ Sharpe Ratio of 2.74. The chart below compares the historical Sharpe Ratios of BSM and SILJ, 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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Sharpe Ratios by Period


BSMSILJDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.38

2.74

-2.37

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.84

0.38

+0.45

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.33

0.32

+0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

0.09

+0.13

Correlation

The correlation between BSM and SILJ is 0.17, 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.


Dividends

BSM vs. SILJ - Dividend Comparison

BSM's dividend yield for the trailing twelve months is around 8.43%, more than SILJ's 1.86% yield.


TTM20252024202320222021202020192018201720162015
BSM
Black Stone Minerals, L.P.
8.43%10.16%10.96%11.90%9.13%8.23%10.18%11.64%8.61%6.69%5.86%2.94%
SILJ
ETFMG Prime Junior Silver Miners ETF
1.86%2.00%7.26%0.01%0.05%0.36%1.23%1.45%1.66%0.00%0.52%2.46%

Drawdowns

BSM vs. SILJ - Drawdown Comparison

The maximum BSM drawdown since its inception was -75.58%, roughly equal to the maximum SILJ drawdown of -79.04%. Use the drawdown chart below to compare losses from any high point for BSM and SILJ.


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Drawdown Indicators


BSMSILJDifference

Max Drawdown

Largest peak-to-trough decline

-75.58%

-79.04%

+3.46%

Max Drawdown (1Y)

Largest decline over 1 year

-19.66%

-34.71%

+15.05%

Max Drawdown (5Y)

Largest decline over 5 years

-25.52%

-56.09%

+30.57%

Max Drawdown (10Y)

Largest decline over 10 years

-75.58%

-70.06%

-5.52%

Current Drawdown

Current decline from peak

-2.07%

-26.25%

+24.18%

Average Drawdown

Average peak-to-trough decline

-16.53%

-41.67%

+25.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.76%

10.16%

-0.40%

Volatility

BSM vs. SILJ - Volatility Comparison

The current volatility for Black Stone Minerals, L.P. (BSM) is 5.26%, while ETFMG Prime Junior Silver Miners ETF (SILJ) has a volatility of 21.63%. This indicates that BSM experiences smaller price fluctuations and is considered to be less risky than SILJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BSMSILJDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.26%

21.63%

-16.37%

Volatility (6M)

Calculated over the trailing 6-month period

14.40%

46.79%

-32.39%

Volatility (1Y)

Calculated over the trailing 1-year period

23.57%

54.97%

-31.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.82%

44.07%

-17.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.68%

46.61%

-14.93%