PVL vs. PBT
Compare and contrast key facts about Permianville Royalty Trust (PVL) and Permian Basin Royalty Trust (PBT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PVL or PBT.
Key characteristics
| PVL | PBT | |
|---|---|---|
| YTD Return | 12.51% | -13.48% |
| 1Y Return | -15.13% | -23.72% |
| 3Y Return (Ann) | 0.58% | 16.80% |
| 5Y Return (Ann) | 5.67% | 30.74% |
| 10Y Return (Ann) | 0.06% | 5.63% |
| Sharpe Ratio | -0.25 | -0.63 |
| Sortino Ratio | 0.03 | -0.72 |
| Omega Ratio | 1.00 | 0.92 |
| Calmar Ratio | -0.19 | -0.47 |
| Martin Ratio | -0.49 | -0.88 |
| Ulcer Index | 29.71% | 31.56% |
| Daily Std Dev | 59.53% | 43.76% |
| Max Drawdown | -90.28% | -83.08% |
| Current Drawdown | -63.21% | -54.48% |
Fundamentals
| PVL | PBT | |
|---|---|---|
| Market Cap | $53.79M | $539.73M |
| EPS | $0.22 | $0.67 |
| PE Ratio | 7.05 | 17.28 |
| Total Revenue (TTM) | $546.16K | $29.31M |
| Gross Profit (TTM) | $656.55K | $29.31M |
| EBITDA (TTM) | $283.54K | $28.22M |
Correlation
The correlation between PVL and PBT is 0.25, 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.
Performance
PVL vs. PBT - Performance Comparison
In the year-to-date period, PVL achieves a 12.51% return, which is significantly higher than PBT's -13.48% return. Over the past 10 years, PVL has underperformed PBT with an annualized return of 0.06%, while PBT has yielded a comparatively higher 5.63% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
PVL vs. PBT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Permianville Royalty Trust (PVL) and Permian Basin Royalty Trust (PBT). 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.
Dividends
PVL vs. PBT - Dividend Comparison
PVL's dividend yield for the trailing twelve months is around 9.81%, more than PBT's 6.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PVL Permianville Royalty Trust | 9.81% | 30.39% | 13.25% | 7.63% | 18.46% | 16.59% | 22.23% | 80.08% | 7.01% | 15.68% | 16.51% | 12.11% |
PBT Permian Basin Royalty Trust | 6.60% | 4.30% | 4.56% | 2.28% | 7.10% | 10.83% | 11.20% | 7.09% | 5.40% | 6.82% | 10.73% | 6.75% |
Drawdowns
PVL vs. PBT - Drawdown Comparison
The maximum PVL drawdown since its inception was -90.28%, which is greater than PBT's maximum drawdown of -83.08%. Use the drawdown chart below to compare losses from any high point for PVL and PBT. For additional features, visit the drawdowns tool.
Volatility
PVL vs. PBT - Volatility Comparison
The current volatility for Permianville Royalty Trust (PVL) is 9.38%, while Permian Basin Royalty Trust (PBT) has a volatility of 13.16%. This indicates that PVL experiences smaller price fluctuations and is considered to be less risky than PBT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PVL vs. PBT - Financials Comparison
This section allows you to compare key financial metrics between Permianville Royalty Trust and Permian 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