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PRT vs. SJT
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

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.

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PRT vs. SJT - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
PRT
PermRock Royalty Trust
16.54%-12.79%-11.58%-37.64%24.09%194.55%-49.26%-0.27%-57.76%
SJT
San Juan Basin Royalty Trust
-17.44%46.74%-22.92%-50.02%120.63%163.80%11.80%-45.15%-29.30%

Fundamentals

EPS

PRT:

$0.42

SJT:

-$0.01

PS Ratio

PRT:

6.52

SJT:

18.19K

Total Revenue (TTM)

PRT:

$6.01M

SJT:

$11.89K

Gross Profit (TTM)

PRT:

$6.01M

SJT:

$11.89K

EBITDA (TTM)

PRT:

$5.13M

SJT:

-$10.69K

Returns By Period

In the year-to-date period, PRT achieves a 16.54% return, which is significantly higher than SJT's -17.44% return.


PRT

1D
-2.42%
1M
-8.18%
YTD
16.54%
6M
-16.37%
1Y
-18.51%
3Y*
-15.40%
5Y*
-2.54%
10Y*

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

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Return for Risk

PRT vs. SJT — Risk / Return Rank

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

PRT
PRT Risk / Return Rank: 1515
Overall Rank
PRT Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
PRT Sortino Ratio Rank: 1717
Sortino Ratio Rank
PRT Omega Ratio Rank: 1717
Omega Ratio Rank
PRT Calmar Ratio Rank: 2323
Calmar Ratio Rank
PRT Martin Ratio Rank: 55
Martin Ratio Rank

SJT
SJT Risk / Return Rank: 2323
Overall Rank
SJT Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
SJT Sortino Ratio Rank: 2020
Sortino Ratio Rank
SJT Omega Ratio Rank: 2121
Omega Ratio Rank
SJT Calmar Ratio Rank: 2525
Calmar Ratio Rank
SJT Martin Ratio Rank: 2525
Martin Ratio Rank
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.

PRT vs. SJT - Risk-Adjusted Trends 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.


PRTSJTDifference

Sharpe ratio

Return per unit of total volatility

-0.57

-0.45

-0.12

Sortino ratio

Return per unit of downside risk

-0.61

-0.41

-0.20

Omega ratio

Gain probability vs. loss probability

0.92

0.95

-0.03

Calmar ratio

Return relative to maximum drawdown

-0.54

-0.47

-0.07

Martin ratio

Return relative to average drawdown

-1.67

-0.93

-0.74

PRT vs. SJT - Sharpe Ratio Comparison

The current PRT Sharpe Ratio is -0.57, which is comparable to the SJT Sharpe Ratio of -0.45. 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.


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Sharpe Ratios by Period


PRTSJTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.57

-0.45

-0.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.06

0.23

-0.29

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.16

0.16

-0.33

Correlation

The correlation between PRT and SJT is 0.21, 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

PRT vs. SJT - Dividend Comparison

PRT's dividend yield for the trailing twelve months is around 9.32%, while SJT has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
PRT
PermRock Royalty Trust
9.32%13.88%12.05%11.65%13.12%8.66%6.01%13.50%21.65%0.00%0.00%0.00%
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

PRT vs. SJT - Drawdown Comparison

The maximum PRT drawdown since its inception was -91.42%, roughly equal to the maximum SJT drawdown of -92.82%. Use the drawdown chart below to compare losses from any high point for PRT and SJT.


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Drawdown Indicators


PRTSJTDifference

Max Drawdown

Largest peak-to-trough decline

-91.42%

-92.82%

+1.40%

Max Drawdown (1Y)

Largest decline over 1 year

-35.09%

-34.09%

-1.00%

Max Drawdown (5Y)

Largest decline over 5 years

-64.06%

-73.47%

+9.41%

Max Drawdown (10Y)

Largest decline over 10 years

-81.54%

Current Drawdown

Current decline from peak

-60.00%

-67.53%

+7.53%

Average Drawdown

Average peak-to-trough decline

-48.54%

-37.49%

-11.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.45%

17.38%

-5.93%

Volatility

PRT vs. SJT - Volatility Comparison

PermRock Royalty Trust (PRT) and San Juan Basin Royalty Trust (SJT) have volatilities of 10.15% and 10.39%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PRTSJTDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.15%

10.39%

-0.24%

Volatility (6M)

Calculated over the trailing 6-month period

27.06%

26.17%

+0.89%

Volatility (1Y)

Calculated over the trailing 1-year period

32.65%

38.66%

-6.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

40.46%

48.60%

-8.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

60.51%

49.45%

+11.06%

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


0.0010.00M20.00M30.00M40.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
1.26M
279.00
(PRT) Total Revenue
(SJT) Total Revenue
Values in USD except per share items