SBR vs. PBT
Compare and contrast key facts about Sabine Royalty Trust (SBR) and Permian Basin Royalty Trust (PBT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SBR or PBT.
Correlation
The correlation between SBR and PBT is 0.20, 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
SBR vs. PBT - Performance Comparison
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Key characteristics
SBR:
0.62
PBT:
-0.40
SBR:
0.77
PBT:
-0.21
SBR:
1.10
PBT:
0.98
SBR:
0.44
PBT:
-0.20
SBR:
1.97
PBT:
-0.71
SBR:
5.22%
PBT:
18.27%
SBR:
22.66%
PBT:
39.45%
SBR:
-56.41%
PBT:
-83.08%
SBR:
-10.17%
PBT:
-58.63%
Fundamentals
SBR:
$964.86M
PBT:
$489.86M
SBR:
$5.33
PBT:
$0.55
SBR:
12.42
PBT:
19.11
SBR:
0.00
PBT:
0.00
SBR:
11.60
PBT:
18.07
SBR:
101.41
PBT:
2.98K
SBR:
$81.38M
PBT:
$21.07M
SBR:
$61.99M
PBT:
$21.07M
SBR:
$59.27M
PBT:
$19.92M
Returns By Period
In the year-to-date period, SBR achieves a 5.00% return, which is significantly higher than PBT's -5.36% return. Over the past 10 years, SBR has outperformed PBT with an annualized return of 14.04%, while PBT has yielded a comparatively lower 7.44% annualized return.
SBR
5.00%
3.52%
10.17%
12.69%
32.10%
14.04%
PBT
-5.36%
9.68%
-15.73%
-15.74%
31.89%
7.44%
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Risk-Adjusted Performance
SBR vs. PBT — Risk-Adjusted Performance Rank
SBR
PBT
SBR vs. PBT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sabine Royalty Trust (SBR) 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.
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Dividends
SBR vs. PBT - Dividend Comparison
SBR's dividend yield for the trailing twelve months is around 7.83%, more than PBT's 4.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBR Sabine Royalty Trust | 7.83% | 8.41% | 9.41% | 10.13% | 7.72% | 8.59% | 7.49% | 8.98% | 5.31% | 5.50% | 11.82% | 11.45% |
PBT Permian Basin Royalty Trust | 4.00% | 4.92% | 4.30% | 4.56% | 2.28% | 7.10% | 10.83% | 11.20% | 7.09% | 5.40% | 6.82% | 10.73% |
Drawdowns
SBR vs. PBT - Drawdown Comparison
The maximum SBR drawdown since its inception was -56.41%, smaller than the maximum PBT drawdown of -83.08%. Use the drawdown chart below to compare losses from any high point for SBR and PBT. For additional features, visit the drawdowns tool.
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Volatility
SBR vs. PBT - Volatility Comparison
The current volatility for Sabine Royalty Trust (SBR) is 5.53%, while Permian Basin Royalty Trust (PBT) has a volatility of 9.42%. This indicates that SBR 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.
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Financials
SBR vs. PBT - Financials Comparison
This section allows you to compare key financial metrics between Sabine 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