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.
Key characteristics
| CRT | BIGZ | |
|---|---|---|
| YTD Return | -18.67% | 2.63% |
| 1Y Return | -27.15% | 8.48% |
| 3Y Return (Ann) | 22.31% | -20.96% |
| Sharpe Ratio | -0.65 | 0.48 |
| Daily Std Dev | 42.53% | 20.76% |
| Max Drawdown | -83.46% | -67.28% |
| Current Drawdown | -48.59% | -57.89% |
Fundamentals
| CRT | BIGZ | |
|---|---|---|
| Market Cap | $82.65M | $1.66B |
| EPS | $1.92 | -$0.40 |
| Revenue (TTM) | $12.36M | $0.00 |
| Gross Profit (TTM) | $7.44M | $0.00 |
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.
Performance
CRT vs. BIGZ - Performance Comparison
In the year-to-date period, CRT achieves a -18.67% return, which is significantly lower than BIGZ's 2.63% 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
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 10.45%, more than BIGZ's 8.69% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRT Cross Timbers Royalty Trust | 10.45% | 10.96% | 7.69% | 9.71% | 9.46% | 10.04% | 13.06% | 6.87% | 5.90% | 10.41% | 15.34% | 7.87% |
BIGZ Blackrock Innovation & Growth Trust | 8.69% | 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 12.00% compared to Blackrock Innovation & Growth Trust (BIGZ) at 4.00%. 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