SJT vs. PFLT
Compare and contrast key facts about San Juan Basin Royalty Trust (SJT) and PennantPark Floating Rate Capital Ltd. (PFLT).
Performance
SJT vs. PFLT - Performance Comparison
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SJT vs. PFLT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
PFLT PennantPark Floating Rate Capital Ltd. | -10.49% | -4.17% | 0.62% | 23.05% | -5.53% | 32.64% | -1.41% | 15.52% | -8.29% | 5.49% |
Fundamentals
SJT:
-$0.01
PFLT:
$0.63
SJT:
18.19K
PFLT:
3.24
SJT:
$11.89K
PFLT:
$149.03M
SJT:
$11.89K
PFLT:
$48.69M
SJT:
-$10.69K
PFLT:
$39.60M
Returns By Period
In the year-to-date period, SJT achieves a -17.44% return, which is significantly lower than PFLT's -10.49% return. Over the past 10 years, SJT has outperformed PFLT with an annualized return of 6.88%, while PFLT has yielded a comparatively lower 6.48% annualized return.
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%
PFLT
- 1D
- -0.37%
- 1M
- -2.38%
- YTD
- -10.49%
- 6M
- -1.46%
- 1Y
- -18.09%
- 3Y*
- 2.30%
- 5Y*
- 2.68%
- 10Y*
- 6.48%
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Return for Risk
SJT vs. PFLT — Risk / Return Rank
SJT
PFLT
SJT vs. PFLT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for San Juan Basin Royalty Trust (SJT) and PennantPark Floating Rate Capital Ltd. (PFLT). 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.
| SJT | PFLT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.45 | -0.77 | +0.33 |
Sortino ratioReturn per unit of downside risk | -0.41 | -0.93 | +0.51 |
Omega ratioGain probability vs. loss probability | 0.95 | 0.87 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | -0.47 | -0.85 | +0.37 |
Martin ratioReturn relative to average drawdown | -0.93 | -1.70 | +0.77 |
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
| SJT | PFLT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.45 | -0.77 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.13 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.14 | 0.23 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.24 | -0.08 |
Correlation
The correlation between SJT and PFLT is 0.17, 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
SJT vs. PFLT - Dividend Comparison
SJT has not paid dividends to shareholders, while PFLT's dividend yield for the trailing twelve months is around 15.36%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PFLT PennantPark Floating Rate Capital Ltd. | 15.36% | 13.27% | 11.25% | 9.98% | 10.38% | 8.93% | 10.83% | 9.24% | 9.59% | 8.31% | 8.08% | 10.04% |
Drawdowns
SJT vs. PFLT - Drawdown Comparison
The maximum SJT drawdown since its inception was -92.82%, which is greater than PFLT's maximum drawdown of -69.77%. Use the drawdown chart below to compare losses from any high point for SJT and PFLT.
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Drawdown Indicators
| SJT | PFLT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.82% | -69.77% | -23.05% |
Max Drawdown (1Y)Largest decline over 1 year | -34.09% | -21.90% | -12.19% |
Max Drawdown (5Y)Largest decline over 5 years | -73.47% | -29.64% | -43.83% |
Max Drawdown (10Y)Largest decline over 10 years | -81.54% | -69.77% | -11.77% |
Current DrawdownCurrent decline from peak | -67.53% | -20.17% | -47.36% |
Average DrawdownAverage peak-to-trough decline | -37.49% | -8.01% | -29.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.38% | 10.91% | +6.47% |
Volatility
SJT vs. PFLT - Volatility Comparison
San Juan Basin Royalty Trust (SJT) has a higher volatility of 10.39% compared to PennantPark Floating Rate Capital Ltd. (PFLT) at 7.48%. This indicates that SJT's price experiences larger fluctuations and is considered to be riskier than PFLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SJT | PFLT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.39% | 7.48% | +2.91% |
Volatility (6M)Calculated over the trailing 6-month period | 26.17% | 15.40% | +10.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.66% | 23.55% | +15.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 48.60% | 20.93% | +27.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 49.45% | 28.80% | +20.65% |
Financials
SJT vs. PFLT - Financials Comparison
This section allows you to compare key financial metrics between San Juan Basin Royalty Trust and PennantPark Floating Rate Capital Ltd.. 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