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PRT vs. SBR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between PRT and SBR is 0.28, 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: 0.3

Performance

PRT vs. SBR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PermRock Royalty Trust (PRT) and Sabine Royalty Trust (SBR). The values are adjusted to include any dividend payments, if applicable.

-50.00%0.00%50.00%100.00%150.00%NovemberDecember2025FebruaryMarchApril
-52.70%
144.96%
PRT
SBR

Key characteristics

Sharpe Ratio

PRT:

-0.02

SBR:

0.06

Sortino Ratio

PRT:

0.18

SBR:

0.23

Omega Ratio

PRT:

1.02

SBR:

1.03

Calmar Ratio

PRT:

-0.01

SBR:

0.06

Martin Ratio

PRT:

-0.08

SBR:

0.26

Ulcer Index

PRT:

8.15%

SBR:

5.33%

Daily Std Dev

PRT:

30.42%

SBR:

22.28%

Max Drawdown

PRT:

-91.42%

SBR:

-56.40%

Current Drawdown

PRT:

-56.78%

SBR:

-16.96%

Fundamentals

Market Cap

PRT:

$45.74M

SBR:

$900.85M

EPS

PRT:

$0.42

SBR:

$5.46

PE Ratio

PRT:

8.95

SBR:

11.32

Total Revenue (TTM)

PRT:

$4.71M

SBR:

$61.99M

Gross Profit (TTM)

PRT:

$4.71M

SBR:

$62.11M

EBITDA (TTM)

PRT:

$4.04M

SBR:

$59.27M

Returns By Period

In the year-to-date period, PRT achieves a 9.80% return, which is significantly higher than SBR's -2.94% return.


PRT

YTD

9.80%

1M

-6.75%

6M

2.04%

1Y

-1.10%

5Y*

21.08%

10Y*

N/A

SBR

YTD

-2.94%

1M

-5.86%

6M

2.78%

1Y

0.67%

5Y*

28.61%

10Y*

13.19%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

PRT vs. SBR — Risk-Adjusted Performance Rank

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

PRT
The Risk-Adjusted Performance Rank of PRT is 5151
Overall Rank
The Sharpe Ratio Rank of PRT is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of PRT is 4747
Sortino Ratio Rank
The Omega Ratio Rank of PRT is 4747
Omega Ratio Rank
The Calmar Ratio Rank of PRT is 5555
Calmar Ratio Rank
The Martin Ratio Rank of PRT is 5454
Martin Ratio Rank

SBR
The Risk-Adjusted Performance Rank of SBR is 5454
Overall Rank
The Sharpe Ratio Rank of SBR is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of SBR is 4848
Sortino Ratio Rank
The Omega Ratio Rank of SBR is 4747
Omega Ratio Rank
The Calmar Ratio Rank of SBR is 5858
Calmar Ratio Rank
The Martin Ratio Rank of SBR is 5858
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.

PRT vs. SBR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for PermRock Royalty Trust (PRT) and Sabine Royalty Trust (SBR). 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.


Sharpe ratio
The chart of Sharpe ratio for PRT, currently valued at -0.02, compared to the broader market-2.00-1.000.001.002.00
PRT: -0.02
SBR: 0.06
The chart of Sortino ratio for PRT, currently valued at 0.18, compared to the broader market-6.00-4.00-2.000.002.004.00
PRT: 0.18
SBR: 0.23
The chart of Omega ratio for PRT, currently valued at 1.02, compared to the broader market0.501.001.502.00
PRT: 1.02
SBR: 1.03
The chart of Calmar ratio for PRT, currently valued at -0.01, compared to the broader market0.001.002.003.004.00
PRT: -0.01
SBR: 0.06
The chart of Martin ratio for PRT, currently valued at -0.08, compared to the broader market-10.000.0010.0020.00
PRT: -0.08
SBR: 0.26

The current PRT Sharpe Ratio is -0.02, which is lower than the SBR Sharpe Ratio of 0.06. The chart below compares the historical Sharpe Ratios of PRT and SBR, 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-1.00-0.500.000.501.00NovemberDecember2025FebruaryMarchApril
-0.02
0.06
PRT
SBR

Dividends

PRT vs. SBR - Dividend Comparison

PRT's dividend yield for the trailing twelve months is around 11.99%, more than SBR's 8.69% yield.


TTM20242023202220212020201920182017201620152014
PRT
PermRock Royalty Trust
11.99%12.05%11.65%13.11%8.67%5.98%13.51%21.66%0.00%0.00%0.00%0.00%
SBR
Sabine Royalty Trust
8.69%8.41%9.41%10.13%7.72%8.59%7.49%8.98%5.31%5.50%11.82%11.45%

Drawdowns

PRT vs. SBR - Drawdown Comparison

The maximum PRT drawdown since its inception was -91.42%, which is greater than SBR's maximum drawdown of -56.40%. Use the drawdown chart below to compare losses from any high point for PRT and SBR. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%NovemberDecember2025FebruaryMarchApril
-56.78%
-16.96%
PRT
SBR

Volatility

PRT vs. SBR - Volatility Comparison

PermRock Royalty Trust (PRT) has a higher volatility of 12.49% compared to Sabine Royalty Trust (SBR) at 8.96%. This indicates that PRT's price experiences larger fluctuations and is considered to be riskier than SBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
12.49%
8.96%
PRT
SBR

Financials

PRT vs. SBR - Financials Comparison

This section allows you to compare key financial metrics between PermRock Royalty Trust and Sabine 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.


Quarterly
Annual

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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