SJT vs. URNM
Compare and contrast key facts about San Juan Basin Royalty Trust (SJT) and NorthShore Global Uranium Mining ETF (URNM).
URNM is a passively managed fund by Exchange Traded Concepts that tracks the performance of the North Shore Global Uranium Mining Index. It was launched on Dec 3, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SJT or URNM.
Correlation
The correlation between SJT and URNM is 0.25, 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. URNM - Performance Comparison
Key characteristics
SJT:
-0.56
URNM:
-0.25
SJT:
-0.60
URNM:
-0.09
SJT:
0.93
URNM:
0.99
SJT:
-0.30
URNM:
-0.27
SJT:
-0.91
URNM:
-0.55
SJT:
25.75%
URNM:
18.14%
SJT:
42.27%
URNM:
39.89%
SJT:
-92.83%
URNM:
-42.55%
SJT:
-72.88%
URNM:
-29.15%
Returns By Period
In the year-to-date period, SJT achieves a -21.91% return, which is significantly lower than URNM's -13.68% return.
SJT
-21.91%
-3.96%
2.65%
-23.82%
22.25%
-4.63%
URNM
-13.68%
-16.23%
-18.43%
-15.11%
29.71%
N/A
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Risk-Adjusted Performance
SJT vs. URNM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for San Juan Basin Royalty Trust (SJT) and NorthShore Global Uranium Mining ETF (URNM). 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. URNM - Dividend Comparison
SJT's dividend yield for the trailing twelve months is around 3.17%, which matches URNM's 3.15% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
San Juan Basin Royalty Trust | 3.17% | 21.81% | 14.58% | 12.67% | 5.96% | 6.83% | 8.04% | 10.19% | 4.51% | 8.81% | 9.01% | 4.68% |
NorthShore Global Uranium Mining ETF | 3.15% | 3.63% | 0.00% | 6.70% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SJT vs. URNM - Drawdown Comparison
The maximum SJT drawdown since its inception was -92.83%, which is greater than URNM's maximum drawdown of -42.55%. Use the drawdown chart below to compare losses from any high point for SJT and URNM. For additional features, visit the drawdowns tool.
Volatility
SJT vs. URNM - Volatility Comparison
San Juan Basin Royalty Trust (SJT) has a higher volatility of 16.63% compared to NorthShore Global Uranium Mining ETF (URNM) at 8.77%. This indicates that SJT's price experiences larger fluctuations and is considered to be riskier than URNM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.