PHX vs. AMLP

Last updated Apr 1, 2026

Compare and contrast key facts about PHX Minerals Inc. (PHX) and Alerian MLP ETF (AMLP).

AMLP is a passively managed fund by SS&C that tracks the performance of the Alerian MLP Infrastructure Index. It was launched on Aug 23, 2010.

Performance

PHX vs. AMLP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PHX Minerals Inc. (PHX) and Alerian MLP ETF (AMLP). The values are adjusted to include any dividend payments, if applicable.

PHX vs. AMLP - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
PHX PHX Minerals Inc.	0.00%	10.88%	29.52%	-14.64%	83.43%	-4.32%	-79.09%	-26.79%	-23.93%	-12.03%
AMLP Alerian MLP ETF	14.20%	5.78%	22.76%	21.40%	25.47%	39.09%	-32.26%	5.99%	-12.67%	-7.89%

Returns By Period

PHX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

AMLP

• 1D: -1.16%
• 1M: 1.15%
• YTD: 14.20%
• 6M: 16.89%
• 1Y: 9.93%
• 3Y*: 20.27%
• 5Y*: 20.38%
• 10Y*: 8.63%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

PHX vs. AMLP — Risk / Return Rank

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

AMLP

AMLP Risk / Return Rank: 32
AMLP Sharpe Ratio Rank: 36
AMLP Sortino Ratio Rank: 33
AMLP Omega Ratio Rank: 35
AMLP Calmar Ratio Rank: 30
AMLP Martin Ratio Rank: 25

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PHX vs. AMLP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PHX Minerals Inc. (PHX) and Alerian MLP ETF (AMLP). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	PHX	AMLP	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.62	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	1.02	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.31	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.22	—

Correlation

The correlation between PHX and AMLP is 0.40, 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

PHX vs. AMLP - Dividend Comparison

PHX's dividend yield for the trailing twelve months is around 0.92%, less than AMLP's 7.54% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PHX PHX Minerals Inc.	0.92%	1.84%	3.50%	3.03%	1.93%	1.84%	3.04%	1.43%	1.03%	0.78%	0.68%	0.99%
AMLP Alerian MLP ETF	7.54%	8.36%	7.70%	7.86%	7.70%	8.55%	12.31%	9.12%	9.29%	7.97%	8.09%	9.84%

Drawdowns

Drawdown Indicators

	PHX	AMLP	Difference
Max Drawdown Largest peak-to-trough decline	—	-77.19%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-14.27%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-20.92%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-72.62%	—
Current Drawdown Current decline from peak	—	-2.17%	—
Average Drawdown Average peak-to-trough decline	—	-17.57%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	5.60%	—

Volatility

Volatility by Period

	PHX	AMLP	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.92%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.86%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	16.08%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	20.18%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	27.84%	—