SBR vs. SJT
Compare and contrast key facts about Sabine Royalty Trust (SBR) and San Juan Basin Royalty Trust (SJT).
Performance
SBR vs. SJT - Performance Comparison
Loading graphics...
SBR vs. SJT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SBR Sabine Royalty Trust | 8.14% | 14.04% | 4.06% | -13.10% | 132.08% | 60.71% | -24.24% | 15.77% | -9.61% | 34.83% |
SJT San Juan Basin Royalty Trust | -17.44% | 46.74% | -22.92% | -50.02% | 120.63% | 163.80% | 11.80% | -45.15% | -38.19% | 39.22% |
Fundamentals
SBR:
$5.44
SJT:
-$0.01
SBR:
12.88
SJT:
18.19K
SBR:
$82.92M
SJT:
$11.89K
SBR:
$82.92M
SJT:
$11.89K
SBR:
$78.91M
SJT:
-$10.69K
Returns By Period
In the year-to-date period, SBR achieves a 8.14% return, which is significantly higher than SJT's -17.44% return. Over the past 10 years, SBR has outperformed SJT with an annualized return of 18.76%, while SJT has yielded a comparatively lower 6.88% annualized return.
SBR
- 1D
- -2.80%
- 1M
- -0.05%
- YTD
- 8.14%
- 6M
- -5.50%
- 1Y
- 14.18%
- 3Y*
- 9.12%
- 5Y*
- 30.01%
- 10Y*
- 18.76%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SBR vs. SJT — Risk / Return Rank
SBR
SJT
SBR vs. SJT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sabine Royalty Trust (SBR) 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.
| SBR | SJT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | -0.45 | +1.00 |
Sortino ratioReturn per unit of downside risk | 0.87 | -0.41 | +1.29 |
Omega ratioGain probability vs. loss probability | 1.12 | 0.95 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | -0.47 | +1.33 |
Martin ratioReturn relative to average drawdown | 1.83 | -0.93 | +2.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SBR | SJT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | -0.45 | +1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.95 | 0.23 | +0.72 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.14 | +0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.16 | +0.37 |
Correlation
The correlation between SBR and SJT is 0.27, 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
SBR vs. SJT - Dividend Comparison
SBR's dividend yield for the trailing twelve months is around 6.65%, while SJT has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBR Sabine Royalty Trust | 6.65% | 7.53% | 8.41% | 9.41% | 10.13% | 7.72% | 8.59% | 7.49% | 8.98% | 5.31% | 5.50% | 11.82% |
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
SBR vs. SJT - Drawdown Comparison
The maximum SBR drawdown since its inception was -56.40%, smaller than the maximum SJT drawdown of -92.82%. Use the drawdown chart below to compare losses from any high point for SBR and SJT.
Loading graphics...
Drawdown Indicators
| SBR | SJT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.40% | -92.82% | +36.42% |
Max Drawdown (1Y)Largest decline over 1 year | -18.54% | -34.09% | +15.55% |
Max Drawdown (5Y)Largest decline over 5 years | -34.56% | -73.47% | +38.91% |
Max Drawdown (10Y)Largest decline over 10 years | -50.71% | -81.54% | +30.83% |
Current DrawdownCurrent decline from peak | -8.54% | -67.53% | +58.99% |
Average DrawdownAverage peak-to-trough decline | -13.68% | -37.49% | +23.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.75% | 17.38% | -8.63% |
Volatility
SBR vs. SJT - Volatility Comparison
The current volatility for Sabine Royalty Trust (SBR) is 7.77%, while San Juan Basin Royalty Trust (SJT) has a volatility of 10.39%. This indicates that SBR 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.
Loading graphics...
Volatility by Period
| SBR | SJT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.77% | 10.39% | -2.62% |
Volatility (6M)Calculated over the trailing 6-month period | 19.35% | 26.17% | -6.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.62% | 38.66% | -13.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.86% | 48.60% | -16.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.36% | 49.45% | -18.09% |
Financials
SBR vs. SJT - Financials Comparison
This section allows you to compare key financial metrics between Sabine 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