SJT vs. UAN

In the year-to-date period, SJT achieves a 60.05% return, which is significantly higher than UAN's 7.18% return. Over the past 10 years, SJT has underperformed UAN with an annualized return of 2.01%, while UAN has yielded a comparatively higher 2.41% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for San Juan Basin Royalty Trust (SJT) and CVR Partners, LP (UAN). 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.

The current SJT Sharpe Ratio is 0.95, which is higher than the UAN Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of SJT and UAN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SJT's dividend yield for the trailing twelve months is around 0.37%, less than UAN's 8.49% yield.

The maximum SJT drawdown since its inception was -92.83%, roughly equal to the maximum UAN drawdown of -96.77%. Use the drawdown chart below to compare losses from any high point for SJT and UAN. For additional features, visit the drawdowns tool.

San Juan Basin Royalty Trust (SJT) has a higher volatility of 15.46% compared to CVR Partners, LP (UAN) at 14.13%. This indicates that SJT's price experiences larger fluctuations and is considered to be riskier than UAN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

This section allows you to compare key financial metrics between San Juan Basin Royalty Trust and CVR 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.