CRT vs. BIGZ
Compare and contrast key facts about Cross Timbers Royalty Trust (CRT) and Blackrock Innovation & Growth Trust (BIGZ).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CRT or BIGZ.
Performance
CRT vs. BIGZ - Performance Comparison
Returns By Period
In the year-to-date period, CRT achieves a -39.20% return, which is significantly lower than BIGZ's 14.87% return.
CRT
-39.20%
-10.44%
-26.35%
-44.92%
15.53%
-1.52%
BIGZ
14.87%
1.24%
7.46%
17.00%
N/A
N/A
Fundamentals
| CRT | BIGZ | |
|---|---|---|
| Market Cap | $60.90M | $1.65B |
| EPS | $1.13 | $0.89 |
| PE Ratio | 8.98 | 8.48 |
Key characteristics
| CRT | BIGZ | |
|---|---|---|
| Sharpe Ratio | -1.14 | 0.96 |
| Sortino Ratio | -1.77 | 1.41 |
| Omega Ratio | 0.78 | 1.17 |
| Calmar Ratio | -0.67 | 0.30 |
| Martin Ratio | -1.27 | 3.20 |
| Ulcer Index | 35.06% | 5.78% |
| Daily Std Dev | 39.12% | 19.16% |
| Max Drawdown | -83.46% | -67.28% |
| Current Drawdown | -61.57% | -52.87% |
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Correlation
The correlation between CRT and BIGZ is 0.12, 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.
Risk-Adjusted Performance
CRT vs. BIGZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cross Timbers Royalty Trust (CRT) and Blackrock Innovation & Growth Trust (BIGZ). 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
CRT vs. BIGZ - Dividend Comparison
CRT's dividend yield for the trailing twelve months is around 10.79%, more than BIGZ's 10.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRT Cross Timbers Royalty Trust | 10.79% | 10.97% | 7.69% | 9.70% | 9.44% | 10.05% | 13.08% | 6.86% | 5.90% | 10.41% | 15.33% | 7.88% |
BIGZ Blackrock Innovation & Growth Trust | 10.38% | 10.45% | 14.54% | 4.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CRT vs. BIGZ - Drawdown Comparison
The maximum CRT drawdown since its inception was -83.46%, which is greater than BIGZ's maximum drawdown of -67.28%. Use the drawdown chart below to compare losses from any high point for CRT and BIGZ. For additional features, visit the drawdowns tool.
Volatility
CRT vs. BIGZ - Volatility Comparison
Cross Timbers Royalty Trust (CRT) has a higher volatility of 8.44% compared to Blackrock Innovation & Growth Trust (BIGZ) at 5.61%. This indicates that CRT's price experiences larger fluctuations and is considered to be riskier than BIGZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CRT vs. BIGZ - Financials Comparison
This section allows you to compare key financial metrics between Cross Timbers Royalty Trust and Blackrock Innovation & Growth Trust. 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