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

Correlation

The correlation between PRT and SJT is 0.23, 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.


-0.50.00.51.00.2

Performance

PRT vs. SJT - Performance Comparison

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

-20.00%-10.00%0.00%10.00%20.00%AugustSeptemberOctoberNovemberDecember2025
9.23%
9.63%
PRT
SJT

Key characteristics

Sharpe Ratio

PRT:

-0.03

SJT:

-0.33

Sortino Ratio

PRT:

0.17

SJT:

-0.21

Omega Ratio

PRT:

1.02

SJT:

0.98

Calmar Ratio

PRT:

-0.01

SJT:

-0.19

Martin Ratio

PRT:

-0.07

SJT:

-0.55

Ulcer Index

PRT:

11.77%

SJT:

26.57%

Daily Std Dev

PRT:

30.66%

SJT:

43.53%

Max Drawdown

PRT:

-91.42%

SJT:

-92.83%

Current Drawdown

PRT:

-54.27%

SJT:

-68.97%

Fundamentals

Market Cap

PRT:

$49.76M

SJT:

$212.07M

EPS

PRT:

$0.43

SJT:

$0.18

PE Ratio

PRT:

9.51

SJT:

24.67

Total Revenue (TTM)

PRT:

$4.55M

SJT:

$7.00M

Gross Profit (TTM)

PRT:

$4.55M

SJT:

$4.58M

EBITDA (TTM)

PRT:

$4.05M

SJT:

$5.22M

Returns By Period

The year-to-date returns for both stocks are quite close, with PRT having a 16.19% return and SJT slightly lower at 15.93%.


PRT

YTD

16.19%

1M

26.45%

6M

9.21%

1Y

-0.17%

5Y*

0.92%

10Y*

N/A

SJT

YTD

15.93%

1M

16.54%

6M

9.63%

1Y

-18.06%

5Y*

21.45%

10Y*

-3.43%

*Annualized

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Risk-Adjusted Performance

PRT vs. SJT — 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 4141
Overall Rank
The Sharpe Ratio Rank of PRT is 4444
Sharpe Ratio Rank
The Sortino Ratio Rank of PRT is 3737
Sortino Ratio Rank
The Omega Ratio Rank of PRT is 3737
Omega Ratio Rank
The Calmar Ratio Rank of PRT is 4545
Calmar Ratio Rank
The Martin Ratio Rank of PRT is 4444
Martin Ratio Rank

SJT
The Risk-Adjusted Performance Rank of SJT is 3030
Overall Rank
The Sharpe Ratio Rank of SJT is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of SJT is 2626
Sortino Ratio Rank
The Omega Ratio Rank of SJT is 2727
Omega Ratio Rank
The Calmar Ratio Rank of SJT is 3535
Calmar Ratio Rank
The Martin Ratio Rank of SJT is 3535
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. SJT - Risk-Adjusted Performance Comparison

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


Sharpe ratio
The chart of Sharpe ratio for PRT, currently valued at -0.03, compared to the broader market-2.000.002.004.00-0.03-0.33
The chart of Sortino ratio for PRT, currently valued at 0.17, compared to the broader market-4.00-2.000.002.004.000.17-0.21
The chart of Omega ratio for PRT, currently valued at 1.02, compared to the broader market0.501.001.502.001.020.98
The chart of Calmar ratio for PRT, currently valued at -0.01, compared to the broader market0.002.004.006.00-0.01-0.20
The chart of Martin ratio for PRT, currently valued at -0.07, compared to the broader market-10.000.0010.0020.00-0.07-0.55
PRT
SJT

The current PRT Sharpe Ratio is -0.03, which is higher than the SJT Sharpe Ratio of -0.33. The chart below compares the historical Sharpe Ratios of PRT and SJT, 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-1.00-0.500.00AugustSeptemberOctoberNovemberDecember2025
-0.03
-0.33
PRT
SJT

Dividends

PRT vs. SJT - Dividend Comparison

PRT's dividend yield for the trailing twelve months is around 10.37%, more than SJT's 2.49% yield.


TTM20242023202220212020201920182017201620152014
PRT
PermRock Royalty Trust
10.37%12.05%11.65%13.11%8.67%5.98%13.51%21.66%0.00%0.00%0.00%0.00%
SJT
San Juan Basin Royalty Trust
2.49%2.89%21.81%14.58%12.67%5.96%6.83%8.04%10.19%4.51%8.81%9.01%

Drawdowns

PRT vs. SJT - Drawdown Comparison

The maximum PRT drawdown since its inception was -91.42%, roughly equal to the maximum SJT drawdown of -92.83%. Use the drawdown chart below to compare losses from any high point for PRT and SJT. For additional features, visit the drawdowns tool.


-70.00%-65.00%-60.00%-55.00%AugustSeptemberOctoberNovemberDecember2025
-54.27%
-63.41%
PRT
SJT

Volatility

PRT vs. SJT - Volatility Comparison

The current volatility for PermRock Royalty Trust (PRT) is 13.57%, while San Juan Basin Royalty Trust (SJT) has a volatility of 17.22%. This indicates that PRT 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.


6.00%8.00%10.00%12.00%14.00%16.00%18.00%AugustSeptemberOctoberNovemberDecember2025
13.57%
17.22%
PRT
SJT

Financials

PRT vs. SJT - Financials Comparison

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


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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