GECC vs. PBT
GECC (Great Elm Capital Corp.) and PBT (Permian Basin Royalty Trust) are both stocks. GECC operates in Asset Management (Financial Services), while PBT operates in Oil & Gas Midstream (Energy). Over the past 5 years, GECC returned -10.14%/yr vs 45.95%/yr for PBT. Their 0.05 correlation means their historical movements had little consistent relationship.
Performance
GECC vs. PBT - Performance Comparison
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Returns By Period
In the year-to-date period, GECC achieves a -16.25% return, which is significantly lower than PBT's 75.82% return.
GECC
- 1D
- -0.96%
- 1M
- -3.20%
- 6M
- -15.84%
- YTD
- -16.25%
- 1Y
- -41.62%
- 3Y*
- 0.76%
- 5Y*
- -10.14%
- 10Y*
- —
- ALL TIME*
- -10.09%
PBT
- 1D
- -0.39%
- 1M
- 19.57%
- 6M
- 63.23%
- YTD
- 75.82%
- 1Y
- 127.41%
- 3Y*
- 11.02%
- 5Y*
- 45.95%
- 10Y*
- 23.57%
- ALL TIME*
- 12.75%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $265.65K | $254.93K | $519.79K | |
| $3.31M | $2.81M | $4.19M |
GECC vs. PBT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GECC Great Elm Capital Corp. | -16.25% | -25.44% | 18.85% | 50.81% | -47.39% | -4.46% | -36.93% | 12.30% | -11.10% | -7.41% |
PBT Permian Basin Royalty Trust | 75.82% | 56.75% | -16.91% | -42.84% | 166.22% | 218.45% | -7.68% | -29.15% | -28.11% | 23.21% |
Correlation
The correlation between GECC and PBT is -0.03, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.03 |
Correlation (3Y) Balances recent behavior with more history. | 0.03 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.03 |
Correlation (All Time) Calculated using the full available price history since Nov 4, 2016 | 0.05 |
Fundamentals
GECC:
$59.27M
PBT:
$1.38B
GECC:
-$2.11
PBT:
$0.38
GECC:
1.74
PBT:
70.47
GECC:
$37.98M
PBT:
$13.06M
GECC:
$32.17M
PBT:
$13.06M
GECC:
-$7.56M
PBT:
$11.70M
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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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| GECC | PBT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.88 | ||
| Sortino ratioReturn per unit of downside risk | -4.95 | ||
| Omega ratioGain probability vs. loss probability | 0.81 | 1.41 | -0.60 |
| Calmar ratioReturn relative to maximum drawdown | -0.78 | 5.89 | -6.66 |
| Martin ratioReturn relative to average drawdown | -1.12 | 14.86 | -15.98 |
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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% | -21.46% | -32.51% |
Max Drawdown (3Y)Largest decline over 3 years | -53.97% | -60.31% | +6.34% |
Max Drawdown (5Y)Largest decline over 5 years | -56.35% | -65.05% | +8.70% |
Max Drawdown (10Y)Largest decline over 10 years | — | -73.87% | — |
Current DrawdownCurrent decline from peak | -68.56% | -4.21% | -64.35% |
Average DrawdownAverage peak-to-trough decline | -40.77% | -25.62% | -15.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 37.17% | 8.48% | +28.69% |
Volatility
GECC vs. PBT - Volatility Comparison
The current volatility for Great Elm Capital Corp. (GECC) is 5.55%, while Permian Basin Royalty Trust (PBT) has a volatility of 12.43%. This indicates that GECC experiences smaller price fluctuations and is considered to be less risky than PBT based on this measure. 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 | 5.55% | 12.43% | -6.88% |
Volatility (6M)Calculated over the trailing 6-month period | 29.16% | 33.49% | -4.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.61% | 44.35% | -3.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.69% | 47.53% | -16.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.87% | 42.96% | -6.09% |
Dividends
GECC vs. PBT - Dividend Comparison
GECC's dividend yield for the trailing twelve months is around 29.55%, more than PBT's 1.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GECC Great Elm Capital Corp. | 29.55% | 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 | 1.34% | 1.92% | 4.92% | 4.30% | 4.56% | 2.28% | 7.10% | 10.80% | 11.20% | 7.09% | 5.38% | 6.81% |
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
Frequently Asked Questions
GECC and PBT have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PBT has higher volatility (12.43%) compared to GECC (5.55%). In terms of maximum drawdown, GECC dropped -74.01% vs PBT's -83.17%.
PBT currently has the higher Sharpe Ratio (2.85 vs -1.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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