SJT vs. DKL
SJT (San Juan Basin Royalty Trust) and DKL (Delek Logistics Partners, LP) are both stocks. Both are in the Energy sector — SJT in Oil & Gas E&P, DKL in Oil & Gas Midstream. Over the past 10 years, SJT returned -1.16%/yr vs 20.24%/yr for DKL. Their 0.15 correlation means their historical movements had little consistent relationship.
Performance
SJT vs. DKL - Performance Comparison
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Returns By Period
In the year-to-date period, SJT achieves a -55.34% return, which is significantly lower than DKL's 41.06% return. Over the past 10 years, SJT has underperformed DKL with an annualized return of -1.16%, while DKL has yielded a comparatively higher 20.24% annualized return.
SJT
- 1D
- -2.33%
- 1M
- -19.29%
- 6M
- -58.51%
- YTD
- -55.34%
- 1Y
- -57.02%
- 3Y*
- -31.38%
- 5Y*
- -6.87%
- 10Y*
- -1.16%
- ALL TIME*
- 4.72%
DKL
- 1D
- 1.96%
- 1M
- 15.43%
- 6M
- 26.66%
- YTD
- 41.06%
- 1Y
- 49.30%
- 3Y*
- 19.01%
- 5Y*
- 18.12%
- 10Y*
- 20.24%
- ALL TIME*
- 16.87%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $4.81M | $3.96M | $4.24M | |
| $579.78K | $539.91K | $718.44K |
SJT vs. DKL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SJT San Juan Basin Royalty Trust | -55.34% | 46.74% | -22.92% | -50.02% | 120.63% | 163.80% | 11.80% | -45.15% | -38.19% | 39.22% |
DKL Delek Logistics Partners, LP | 41.06% | 17.18% | 9.40% | 4.36% | 14.39% | 45.88% | 14.34% | 21.52% | 2.07% | 20.80% |
Correlation
The correlation between SJT and DKL is 0.10, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.10 |
Correlation (3Y) Balances recent behavior with more history. | 0.13 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.16 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.15 |
Correlation (All Time) Calculated using the full available price history since Nov 2, 2012 | 0.15 |
Fundamentals
SJT:
$116.99M
DKL:
$3.21B
SJT:
-$0.01
DKL:
$3.17
SJT:
21.37K
DKL:
3.05
SJT:
$3.65K
DKL:
$1.06B
SJT:
$3.65K
DKL:
$158.42M
SJT:
-$2.45K
DKL:
$449.11M
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Return for Risk
SJT vs. DKL — Risk / Return Rank
SJT
DKL
SJT vs. DKL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for San Juan Basin Royalty Trust (SJT) and Delek Logistics Partners, LP (DKL). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SJT | DKL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.21 | ||
| Sortino ratioReturn per unit of downside risk | -4.87 | ||
| Omega ratioGain probability vs. loss probability | 0.70 | 1.28 | -0.59 |
| Calmar ratioReturn relative to maximum drawdown | -0.94 | 3.77 | -4.71 |
| Martin ratioReturn relative to average drawdown | -2.12 | 10.57 | -12.68 |
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Drawdowns
SJT vs. DKL - Drawdown Comparison
The maximum SJT drawdown since its inception was -92.82%, which is greater than DKL's maximum drawdown of -82.68%. Use the drawdown chart below to compare losses from any high point for SJT and DKL.
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Drawdown Indicators
| SJT | DKL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.82% | -82.68% | -10.14% |
Max Drawdown (1Y)Largest decline over 1 year | -62.29% | -11.58% | -50.71% |
Max Drawdown (3Y)Largest decline over 3 years | -67.84% | -26.81% | -41.03% |
Max Drawdown (5Y)Largest decline over 5 years | -79.89% | -36.61% | -43.28% |
Max Drawdown (10Y)Largest decline over 10 years | -81.54% | -82.68% | +1.14% |
Current DrawdownCurrent decline from peak | -82.44% | 0.00% | -82.44% |
Average DrawdownAverage peak-to-trough decline | -37.80% | -15.12% | -22.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 27.69% | 4.27% | +23.42% |
Volatility
SJT vs. DKL - Volatility Comparison
San Juan Basin Royalty Trust (SJT) has a higher volatility of 14.53% compared to Delek Logistics Partners, LP (DKL) at 5.59%. This indicates that SJT's price experiences larger fluctuations and is considered to be riskier than DKL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SJT | DKL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.53% | 5.59% | +8.94% |
Volatility (6M)Calculated over the trailing 6-month period | 29.16% | 20.39% | +8.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.32% | 26.06% | +12.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 48.36% | 31.08% | +17.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 49.59% | 43.91% | +5.68% |
Dividends
SJT vs. DKL - Dividend Comparison
SJT has not paid dividends to shareholders, while DKL's dividend yield for the trailing twelve months is around 7.44%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DKL Delek Logistics Partners, LP | 7.44% | 9.97% | 10.79% | 9.56% | 8.69% | 8.71% | 11.19% | 10.51% | 10.38% | 8.80% | 8.70% | 6.05% |
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
SJT vs. DKL - Financials Comparison
This section allows you to compare key financial metrics between San Juan Basin Royalty Trust and Delek Logistics Partners, LP. 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
SJT and DKL have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SJT has higher volatility (14.53%) compared to DKL (5.59%). In terms of maximum drawdown, SJT dropped -92.82% vs DKL's -82.68%.
DKL currently has the higher Sharpe Ratio (1.68 vs -1.53), 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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