SJT vs. SBR
Compare and contrast key facts about San Juan Basin Royalty Trust (SJT) and Sabine Royalty Trust (SBR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SJT or SBR.
Correlation
The correlation between SJT and SBR 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.
Performance
SJT vs. SBR - Performance Comparison
Key characteristics
SJT:
-0.33
SBR:
0.64
SJT:
-0.21
SBR:
1.01
SJT:
0.98
SBR:
1.13
SJT:
-0.19
SBR:
0.49
SJT:
-0.55
SBR:
2.61
SJT:
26.57%
SBR:
5.38%
SJT:
43.53%
SBR:
21.84%
SJT:
-92.83%
SBR:
-56.41%
SJT:
-68.97%
SBR:
-11.42%
Fundamentals
SJT:
$212.07M
SBR:
$971.71M
SJT:
$0.18
SBR:
$6.53
SJT:
24.67
SBR:
10.21
SJT:
0.00
SBR:
0.00
SJT:
$7.00M
SBR:
$63.48M
SJT:
$4.58M
SBR:
$63.48M
SJT:
$5.22M
SBR:
$60.75M
Returns By Period
In the year-to-date period, SJT achieves a 15.93% return, which is significantly higher than SBR's 3.54% return. Over the past 10 years, SJT has underperformed SBR with an annualized return of -3.43%, while SBR has yielded a comparatively higher 14.49% annualized return.
SJT
15.93%
16.54%
9.63%
-18.06%
21.45%
-3.43%
SBR
3.54%
8.32%
8.85%
15.17%
21.01%
14.49%
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Risk-Adjusted Performance
SJT vs. SBR — Risk-Adjusted Performance Rank
SJT
SBR
SJT vs. SBR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for San Juan Basin Royalty Trust (SJT) and Sabine Royalty Trust (SBR). 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.
Dividends
SJT vs. SBR - Dividend Comparison
SJT's dividend yield for the trailing twelve months is around 2.49%, less than SBR's 8.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SJT San Juan Basin Royalty Trust | 2.49% | 2.89% | 21.81% | 14.58% | 12.67% | 5.96% | 6.83% | 8.04% | 10.19% | 4.51% | 8.81% | 9.01% |
SBR Sabine Royalty Trust | 8.20% | 8.41% | 9.41% | 10.13% | 7.72% | 8.59% | 7.49% | 8.98% | 5.31% | 5.50% | 11.82% | 11.45% |
Drawdowns
SJT vs. SBR - Drawdown Comparison
The maximum SJT drawdown since its inception was -92.83%, which is greater than SBR's maximum drawdown of -56.41%. Use the drawdown chart below to compare losses from any high point for SJT and SBR. For additional features, visit the drawdowns tool.
Volatility
SJT vs. SBR - Volatility Comparison
San Juan Basin Royalty Trust (SJT) has a higher volatility of 17.22% compared to Sabine Royalty Trust (SBR) at 7.88%. This indicates that SJT's price experiences larger fluctuations and is considered to be riskier than SBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SJT vs. SBR - Financials Comparison
This section allows you to compare key financial metrics between San Juan Basin Royalty Trust and Sabine 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