PVL vs. SJT
PVL (Permianville Royalty Trust) and SJT (San Juan Basin Royalty Trust) are both stocks. Both operate in the Oil & Gas E&P industry within the Energy sector. Over the past 10 years, PVL returned 2.31%/yr vs 1.02%/yr for SJT. At a 0.19 correlation, their price movements are largely independent.
Performance
PVL vs. SJT - Performance Comparison
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Returns By Period
In the year-to-date period, PVL achieves a 7.55% return, which is significantly higher than SJT's -32.38% return. Over the past 10 years, PVL has outperformed SJT with an annualized return of 2.31%, while SJT has yielded a comparatively lower 1.02% annualized return.
PVL
- 1D
- -0.53%
- 1M
- -1.36%
- YTD
- 7.55%
- 6M
- 6.55%
- 1Y
- 29.08%
- 3Y*
- -1.28%
- 5Y*
- 11.18%
- 10Y*
- 2.31%
SJT
- 1D
- -0.52%
- 1M
- -16.48%
- YTD
- -32.38%
- 6M
- -34.14%
- 1Y
- -41.81%
- 3Y*
- -21.88%
- 5Y*
- 1.16%
- 10Y*
- 1.02%
PVL vs. SJT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PVL Permianville Royalty Trust | 7.55% | 42.17% | -0.62% | -50.32% | 81.37% | 205.27% | -56.49% | 10.22% | -32.22% | -3.06% |
SJT San Juan Basin Royalty Trust | -32.38% | 46.74% | -22.92% | -50.02% | 120.63% | 163.80% | 11.80% | -45.15% | -38.19% | 39.22% |
Correlation
The correlation between PVL and SJT is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Nov 4, 2011 | 0.19 |
The correlation between PVL and SJT shifts across timeframes, from 0.17 (3 years) to 0.28 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
PVL:
$0.14
SJT:
-$0.01
PVL:
9.92
SJT:
36.40K
PVL:
$4.69M
SJT:
$3.65K
PVL:
$4.28M
SJT:
$3.65K
PVL:
$3.49M
SJT:
-$2.45K
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Return for Risk
PVL vs. SJT — Risk / Return Rank
PVL
SJT
PVL vs. SJT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Permianville Royalty Trust (PVL) 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.
| PVL | SJT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.04 | ||
| Sortino ratioReturn per unit of downside risk | +3.22 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 0.80 | +0.38 |
| Calmar ratioReturn relative to maximum drawdown | 2.01 | -0.95 | +2.96 |
| Martin ratioReturn relative to average drawdown | 4.18 | -1.95 | +6.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PVL | SJT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | -1.18 | +2.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.02 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.04 | 0.02 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.14 | 0.15 | -0.29 |
Drawdowns
PVL vs. SJT - Drawdown Comparison
The maximum PVL drawdown since its inception was -95.05%, roughly equal to the maximum SJT drawdown of -92.82%. Use the drawdown chart below to compare losses from any high point for PVL and SJT.
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Drawdown Indicators
| PVL | SJT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.05% | -92.82% | -2.23% |
Max Drawdown (1Y)Largest decline over 1 year | -14.52% | -44.36% | +29.84% |
Max Drawdown (3Y)Largest decline over 3 years | -63.42% | -60.59% | -2.83% |
Max Drawdown (5Y)Largest decline over 5 years | -77.24% | -73.47% | -3.77% |
Max Drawdown (10Y)Largest decline over 10 years | -85.54% | -81.54% | -4.00% |
Current DrawdownCurrent decline from peak | -67.79% | -73.41% | +5.62% |
Average DrawdownAverage peak-to-trough decline | -63.60% | -37.64% | -25.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.97% | 21.43% | -14.46% |
Volatility
PVL vs. SJT - Volatility Comparison
The current volatility for Permianville Royalty Trust (PVL) is 9.29%, while San Juan Basin Royalty Trust (SJT) has a volatility of 11.26%. This indicates that PVL 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.
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Volatility by Period
| PVL | SJT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.29% | 11.26% | -1.97% |
Volatility (6M)Calculated over the trailing 6-month period | 23.56% | 23.72% | -0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.77% | 35.61% | -1.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 50.78% | 48.22% | +2.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 55.75% | 49.31% | +6.44% |
Dividends
PVL vs. SJT - Dividend Comparison
PVL's dividend yield for the trailing twelve months is around 9.31%, while SJT has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PVL Permianville Royalty Trust | 9.31% | 7.20% | 6.29% | 25.67% | 13.18% | 5.66% | 18.35% | 16.57% | 22.27% | 6.61% | 6.63% | 15.66% |
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% |
Financials
PVL vs. SJT - Financials Comparison
This section allows you to compare key financial metrics between Permianville 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
PVL and SJT have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SJT has higher volatility (11.26%) compared to PVL (9.29%). In terms of maximum drawdown, PVL dropped -95.05% vs SJT's -92.82%.
PVL currently has the higher Sharpe Ratio (0.87 vs -1.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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