PFLT vs. SJT
Compare and contrast key facts about PennantPark Floating Rate Capital Ltd. (PFLT) and San Juan Basin Royalty Trust (SJT).
Performance
PFLT vs. SJT - Performance Comparison
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PFLT vs. SJT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PFLT PennantPark Floating Rate Capital Ltd. | -10.49% | -4.17% | 0.62% | 23.05% | -5.53% | 32.64% | -1.41% | 15.52% | -8.29% | 5.49% |
SJT San Juan Basin Royalty Trust | -17.44% | 46.74% | -22.92% | -50.02% | 120.63% | 163.80% | 11.80% | -45.15% | -38.19% | 39.22% |
Fundamentals
PFLT:
$0.63
SJT:
-$0.01
PFLT:
3.24
SJT:
18.19K
PFLT:
$149.03M
SJT:
$11.89K
PFLT:
$48.69M
SJT:
$11.89K
PFLT:
$39.60M
SJT:
-$10.69K
Returns By Period
In the year-to-date period, PFLT achieves a -10.49% return, which is significantly higher than SJT's -17.44% return. Over the past 10 years, PFLT has underperformed SJT with an annualized return of 6.48%, while SJT has yielded a comparatively higher 6.88% annualized return.
PFLT
- 1D
- -0.37%
- 1M
- -2.38%
- YTD
- -10.49%
- 6M
- -1.46%
- 1Y
- -18.09%
- 3Y*
- 2.30%
- 5Y*
- 2.68%
- 10Y*
- 6.48%
SJT
- 1D
- -3.53%
- 1M
- -9.73%
- YTD
- -17.44%
- 6M
- -26.70%
- 1Y
- -17.14%
- 3Y*
- -22.18%
- 5Y*
- 11.09%
- 10Y*
- 6.88%
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Return for Risk
PFLT vs. SJT — Risk / Return Rank
PFLT
SJT
PFLT vs. SJT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PennantPark Floating Rate Capital Ltd. (PFLT) and San Juan Basin Royalty Trust (SJT). 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.
| PFLT | SJT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.77 | -0.45 | -0.33 |
Sortino ratioReturn per unit of downside risk | -0.93 | -0.41 | -0.51 |
Omega ratioGain probability vs. loss probability | 0.87 | 0.95 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | -0.85 | -0.47 | -0.37 |
Martin ratioReturn relative to average drawdown | -1.70 | -0.93 | -0.77 |
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
| PFLT | SJT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.77 | -0.45 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.23 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | 0.14 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.16 | +0.08 |
Correlation
The correlation between PFLT and SJT is 0.17, 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
PFLT vs. SJT - Dividend Comparison
PFLT's dividend yield for the trailing twelve months is around 15.36%, while SJT has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFLT PennantPark Floating Rate Capital Ltd. | 15.36% | 13.27% | 11.25% | 9.98% | 10.38% | 8.93% | 10.83% | 9.24% | 9.59% | 8.31% | 8.08% | 10.04% |
SJT San Juan Basin Royalty Trust | 0.00% | 0.00% | 2.89% | 21.81% | 14.58% | 12.67% | 5.96% | 6.85% | 8.03% | 10.19% | 5.05% | 8.81% |
Drawdowns
PFLT vs. SJT - Drawdown Comparison
The maximum PFLT drawdown since its inception was -69.77%, smaller than the maximum SJT drawdown of -92.82%. Use the drawdown chart below to compare losses from any high point for PFLT and SJT.
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Drawdown Indicators
| PFLT | SJT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.77% | -92.82% | +23.05% |
Max Drawdown (1Y)Largest decline over 1 year | -21.90% | -34.09% | +12.19% |
Max Drawdown (5Y)Largest decline over 5 years | -29.64% | -73.47% | +43.83% |
Max Drawdown (10Y)Largest decline over 10 years | -69.77% | -81.54% | +11.77% |
Current DrawdownCurrent decline from peak | -20.17% | -67.53% | +47.36% |
Average DrawdownAverage peak-to-trough decline | -8.01% | -37.49% | +29.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.91% | 17.38% | -6.47% |
Volatility
PFLT vs. SJT - Volatility Comparison
The current volatility for PennantPark Floating Rate Capital Ltd. (PFLT) is 7.48%, while San Juan Basin Royalty Trust (SJT) has a volatility of 10.39%. This indicates that PFLT experiences smaller price fluctuations and is considered to be less risky than SJT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PFLT | SJT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.48% | 10.39% | -2.91% |
Volatility (6M)Calculated over the trailing 6-month period | 15.40% | 26.17% | -10.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.55% | 38.66% | -15.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.93% | 48.60% | -27.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.80% | 49.45% | -20.65% |
Financials
PFLT vs. SJT - Financials Comparison
This section allows you to compare key financial metrics between PennantPark Floating Rate Capital Ltd. and San Juan 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