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PBT vs. GECC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between PBT and GECC is 0.14, 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.


-0.50.00.51.0
Correlation: 0.1

Performance

PBT vs. GECC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Permian Basin Royalty Trust (PBT) and Great Elm Capital Corp. (GECC). The values are adjusted to include any dividend payments, if applicable.

-100.00%-50.00%0.00%50.00%100.00%150.00%200.00%250.00%NovemberDecember2025FebruaryMarchApril
144.03%
-60.54%
PBT
GECC

Key characteristics

Sharpe Ratio

PBT:

-0.29

GECC:

0.58

Sortino Ratio

PBT:

-0.15

GECC:

0.98

Omega Ratio

PBT:

0.98

GECC:

1.13

Calmar Ratio

PBT:

-0.18

GECC:

0.22

Martin Ratio

PBT:

-0.67

GECC:

2.82

Ulcer Index

PBT:

17.11%

GECC:

5.03%

Daily Std Dev

PBT:

39.56%

GECC:

24.44%

Max Drawdown

PBT:

-83.08%

GECC:

-78.52%

Current Drawdown

PBT:

-60.45%

GECC:

-60.54%

Fundamentals

Market Cap

PBT:

$466.09M

GECC:

$115.56M

EPS

PBT:

$0.55

GECC:

$0.36

PE Ratio

PBT:

18.00

GECC:

27.64

PEG Ratio

PBT:

0.00

GECC:

0.00

PS Ratio

PBT:

15.58

GECC:

2.94

PB Ratio

PBT:

2.81K

GECC:

0.84

Total Revenue (TTM)

PBT:

$21.07M

GECC:

$19.43M

Gross Profit (TTM)

PBT:

$21.07M

GECC:

$16.75M

EBITDA (TTM)

PBT:

$19.92M

GECC:

$9.91M

Returns By Period

In the year-to-date period, PBT achieves a -9.54% return, which is significantly lower than GECC's -5.24% return.


PBT

YTD

-9.54%

1M

-1.40%

6M

-13.28%

1Y

-15.59%

5Y*

33.42%

10Y*

6.70%

GECC

YTD

-5.24%

1M

-0.10%

6M

7.71%

1Y

12.27%

5Y*

-2.11%

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

PBT vs. GECC — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PBT
The Risk-Adjusted Performance Rank of PBT is 3737
Overall Rank
The Sharpe Ratio Rank of PBT is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of PBT is 3434
Sortino Ratio Rank
The Omega Ratio Rank of PBT is 3434
Omega Ratio Rank
The Calmar Ratio Rank of PBT is 4141
Calmar Ratio Rank
The Martin Ratio Rank of PBT is 3838
Martin Ratio Rank

GECC
The Risk-Adjusted Performance Rank of GECC is 6969
Overall Rank
The Sharpe Ratio Rank of GECC is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of GECC is 6666
Sortino Ratio Rank
The Omega Ratio Rank of GECC is 6464
Omega Ratio Rank
The Calmar Ratio Rank of GECC is 6363
Calmar Ratio Rank
The Martin Ratio Rank of GECC is 7979
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PBT vs. GECC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Permian Basin Royalty Trust (PBT) and Great Elm Capital Corp. (GECC). 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.


The chart of Sharpe ratio for PBT, currently valued at -0.29, compared to the broader market-2.00-1.000.001.002.003.00
PBT: -0.29
GECC: 0.58
The chart of Sortino ratio for PBT, currently valued at -0.15, compared to the broader market-6.00-4.00-2.000.002.004.00
PBT: -0.15
GECC: 0.98
The chart of Omega ratio for PBT, currently valued at 0.98, compared to the broader market0.501.001.502.00
PBT: 0.98
GECC: 1.13
The chart of Calmar ratio for PBT, currently valued at -0.18, compared to the broader market0.001.002.003.004.005.00
PBT: -0.18
GECC: 0.22
The chart of Martin ratio for PBT, currently valued at -0.67, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
PBT: -0.67
GECC: 2.82

The current PBT Sharpe Ratio is -0.29, which is lower than the GECC Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of PBT and GECC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.50NovemberDecember2025FebruaryMarchApril
-0.29
0.58
PBT
GECC

Dividends

PBT vs. GECC - Dividend Comparison

PBT's dividend yield for the trailing twelve months is around 4.85%, less than GECC's 14.61% yield.


TTM20242023202220212020201920182017201620152014
PBT
Permian Basin Royalty Trust
4.85%4.92%4.30%4.56%2.28%7.10%10.83%11.20%7.09%5.40%6.82%10.73%
GECC
Great Elm Capital Corp.
14.61%13.19%14.09%23.52%13.00%9.45%13.14%15.88%11.87%1.39%0.00%0.00%

Drawdowns

PBT vs. GECC - Drawdown Comparison

The maximum PBT drawdown since its inception was -83.08%, which is greater than GECC's maximum drawdown of -78.52%. Use the drawdown chart below to compare losses from any high point for PBT and GECC. For additional features, visit the drawdowns tool.


-65.00%-60.00%-55.00%-50.00%-45.00%NovemberDecember2025FebruaryMarchApril
-60.45%
-60.54%
PBT
GECC

Volatility

PBT vs. GECC - Volatility Comparison

Permian Basin Royalty Trust (PBT) has a higher volatility of 13.87% compared to Great Elm Capital Corp. (GECC) at 10.61%. This indicates that PBT's price experiences larger fluctuations and is considered to be riskier than GECC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%NovemberDecember2025FebruaryMarchApril
13.87%
10.61%
PBT
GECC

Financials

PBT vs. GECC - Financials Comparison

This section allows you to compare key financial metrics between Permian Basin Royalty Trust and Great Elm Capital Corp.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items