BSM vs. SILJ
Compare and contrast key facts about Black Stone Minerals, L.P. (BSM) and ETFMG Prime Junior Silver Miners ETF (SILJ).
SILJ is a passively managed fund by ETFMG that tracks the performance of the Prime Junior Silver Miners & Explorers Index. It was launched on Nov 28, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSM or SILJ.
Key characteristics
| BSM | SILJ | |
|---|---|---|
| YTD Return | 5.29% | 17.50% |
| 1Y Return | -3.14% | 38.08% |
| 3Y Return (Ann) | 21.38% | -6.68% |
| 5Y Return (Ann) | 14.67% | 3.13% |
| Sharpe Ratio | -0.12 | 1.18 |
| Sortino Ratio | -0.04 | 1.78 |
| Omega Ratio | 1.00 | 1.21 |
| Calmar Ratio | -0.13 | 0.80 |
| Martin Ratio | -0.26 | 4.57 |
| Ulcer Index | 8.18% | 10.39% |
| Daily Std Dev | 18.00% | 40.27% |
| Max Drawdown | -75.58% | -79.04% |
| Current Drawdown | -5.99% | -39.45% |
Correlation
The correlation between BSM and SILJ is 0.18, 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
BSM vs. SILJ - Performance Comparison
In the year-to-date period, BSM achieves a 5.29% return, which is significantly lower than SILJ's 17.50% 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
BSM vs. SILJ - Risk-Adjusted Performance 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.
Dividends
BSM vs. SILJ - Dividend Comparison
BSM's dividend yield for the trailing twelve months is around 10.56%, more than SILJ's 0.01% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSM Black Stone Minerals, L.P. | 10.56% | 11.90% | 9.13% | 8.23% | 10.18% | 11.64% | 8.62% | 6.70% | 5.87% | 2.95% | 0.00% | 0.00% |
SILJ ETFMG Prime Junior Silver Miners ETF | 0.01% | 0.01% | 0.06% | 0.36% | 1.23% | 1.45% | 1.65% | 0.00% | 0.52% | 2.45% | 0.00% | 0.10% |
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. For additional features, visit the drawdowns tool.
Volatility
BSM vs. SILJ - Volatility Comparison
The current volatility for Black Stone Minerals, L.P. (BSM) is 3.92%, while ETFMG Prime Junior Silver Miners ETF (SILJ) has a volatility of 13.58%. 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.