GECC vs. PBT
Compare and contrast key facts about Great Elm Capital Corp. (GECC) and Permian Basin Royalty Trust (PBT).
Performance
GECC vs. PBT - Performance Comparison
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GECC vs. PBT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GECC Great Elm Capital Corp. | -24.72% | -25.44% | 18.85% | 50.81% | -47.39% | -4.46% | -36.93% | 12.30% | -11.10% | -7.41% |
PBT Permian Basin Royalty Trust | 27.17% | 56.75% | -16.91% | -42.84% | 166.22% | 218.45% | -7.68% | -29.15% | -28.11% | 23.21% |
Fundamentals
GECC:
$61.93M
PBT:
$1.00B
GECC:
$1.48
PBT:
$0.31
GECC:
3.38
PBT:
70.14
GECC:
1.19
PBT:
62.19
GECC:
$51.06M
PBT:
$16.13M
GECC:
$28.98M
PBT:
$16.13M
GECC:
-$3.26M
PBT:
$14.30M
Returns By Period
In the year-to-date period, GECC achieves a -24.72% return, which is significantly lower than PBT's 27.17% return.
GECC
- 1D
- 1.83%
- 1M
- -15.28%
- YTD
- -24.72%
- 6M
- -44.41%
- 1Y
- -41.52%
- 3Y*
- -3.77%
- 5Y*
- -12.74%
- 10Y*
- —
PBT
- 1D
- -1.19%
- 1M
- 8.80%
- YTD
- 27.17%
- 6M
- 18.80%
- 1Y
- 121.69%
- 3Y*
- -0.89%
- 5Y*
- 44.88%
- 10Y*
- 20.01%
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Return for Risk
GECC vs. PBT — Risk / Return Rank
GECC
PBT
GECC vs. PBT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great Elm Capital Corp. (GECC) and Permian Basin Royalty Trust (PBT). 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.
| GECC | PBT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.20 | 3.26 | -4.46 |
Sortino ratioReturn per unit of downside risk | -1.64 | 3.85 | -5.49 |
Omega ratioGain probability vs. loss probability | 0.76 | 1.48 | -0.71 |
Calmar ratioReturn relative to maximum drawdown | -0.79 | 6.34 | -7.13 |
Martin ratioReturn relative to average drawdown | -1.59 | 17.63 | -19.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GECC | PBT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.20 | 3.26 | -4.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.44 | 0.96 | -1.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.47 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.35 | 0.32 | -0.67 |
Correlation
The correlation between GECC and PBT is 0.06, 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
GECC vs. PBT - Dividend Comparison
GECC's dividend yield for the trailing twelve months is around 28.14%, more than PBT's 1.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GECC Great Elm Capital Corp. | 28.14% | 21.01% | 13.19% | 14.09% | 23.52% | 12.99% | 31.60% | 13.44% | 12.69% | 10.12% | 1.42% | 0.00% |
PBT Permian Basin Royalty Trust | 1.56% | 1.92% | 4.92% | 4.30% | 4.56% | 2.28% | 7.10% | 10.80% | 11.20% | 7.09% | 5.38% | 6.81% |
Drawdowns
GECC vs. PBT - Drawdown Comparison
The maximum GECC drawdown since its inception was -74.01%, smaller than the maximum PBT drawdown of -83.17%. Use the drawdown chart below to compare losses from any high point for GECC and PBT.
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Drawdown Indicators
| GECC | PBT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.01% | -83.17% | +9.16% |
Max Drawdown (1Y)Largest decline over 1 year | -53.97% | -19.04% | -34.93% |
Max Drawdown (5Y)Largest decline over 5 years | -57.49% | -65.05% | +7.56% |
Max Drawdown (10Y)Largest decline over 10 years | — | -73.87% | — |
Current DrawdownCurrent decline from peak | -71.74% | -12.85% | -58.89% |
Average DrawdownAverage peak-to-trough decline | -39.83% | -25.76% | -14.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 26.93% | 6.85% | +20.08% |
Volatility
GECC vs. PBT - Volatility Comparison
Great Elm Capital Corp. (GECC) and Permian Basin Royalty Trust (PBT) have volatilities of 11.14% and 11.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GECC | PBT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.14% | 11.09% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 31.52% | 26.94% | +4.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.63% | 37.59% | -2.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.22% | 46.86% | -17.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.36% | 42.31% | -5.95% |
Financials
GECC vs. PBT - Financials Comparison
This section allows you to compare key financial metrics between Great Elm Capital Corp. and Permian Basin Royalty 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