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UAN vs. SJT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between UAN and SJT is 0.19, 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.


-0.50.00.51.00.2

Performance

UAN vs. SJT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CVR Partners, LP (UAN) and San Juan Basin Royalty Trust (SJT). The values are adjusted to include any dividend payments, if applicable.

-20.00%-10.00%0.00%10.00%20.00%AugustSeptemberOctoberNovemberDecember2025
11.30%
13.55%
UAN
SJT

Key characteristics

Sharpe Ratio

UAN:

1.09

SJT:

-0.33

Sortino Ratio

UAN:

2.02

SJT:

-0.21

Omega Ratio

UAN:

1.24

SJT:

0.98

Calmar Ratio

UAN:

0.79

SJT:

-0.19

Martin Ratio

UAN:

2.97

SJT:

-0.55

Ulcer Index

UAN:

12.16%

SJT:

26.57%

Daily Std Dev

UAN:

32.98%

SJT:

43.53%

Max Drawdown

UAN:

-96.77%

SJT:

-92.83%

Current Drawdown

UAN:

-21.30%

SJT:

-68.97%

Fundamentals

Market Cap

UAN:

$755.73M

SJT:

$212.07M

EPS

UAN:

$4.97

SJT:

$0.18

PE Ratio

UAN:

14.39

SJT:

24.67

PEG Ratio

UAN:

-1.30

SJT:

0.00

Total Revenue (TTM)

UAN:

$385.77M

SJT:

$7.00M

Gross Profit (TTM)

UAN:

$85.70M

SJT:

$4.58M

EBITDA (TTM)

UAN:

$128.91M

SJT:

$5.22M

Returns By Period

In the year-to-date period, UAN achieves a 10.51% return, which is significantly lower than SJT's 15.93% return. Over the past 10 years, UAN has outperformed SJT with an annualized return of 6.89%, while SJT has yielded a comparatively lower -3.43% annualized return.


UAN

YTD

10.51%

1M

13.33%

6M

11.72%

1Y

38.22%

5Y*

39.22%

10Y*

6.89%

SJT

YTD

15.93%

1M

16.54%

6M

9.63%

1Y

-18.06%

5Y*

21.45%

10Y*

-3.43%

*Annualized

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

UAN vs. SJT — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UAN
The Risk-Adjusted Performance Rank of UAN is 7777
Overall Rank
The Sharpe Ratio Rank of UAN is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of UAN is 8181
Sortino Ratio Rank
The Omega Ratio Rank of UAN is 7777
Omega Ratio Rank
The Calmar Ratio Rank of UAN is 7575
Calmar Ratio Rank
The Martin Ratio Rank of UAN is 7272
Martin Ratio Rank

SJT
The Risk-Adjusted Performance Rank of SJT is 3030
Overall Rank
The Sharpe Ratio Rank of SJT is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of SJT is 2626
Sortino Ratio Rank
The Omega Ratio Rank of SJT is 2727
Omega Ratio Rank
The Calmar Ratio Rank of SJT is 3535
Calmar Ratio Rank
The Martin Ratio Rank of SJT is 3535
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

UAN vs. SJT - Risk-Adjusted Performance Comparison

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


Sharpe ratio
The chart of Sharpe ratio for UAN, currently valued at 1.09, compared to the broader market-2.000.002.004.001.09-0.33
The chart of Sortino ratio for UAN, currently valued at 2.02, compared to the broader market-4.00-2.000.002.004.006.002.02-0.21
The chart of Omega ratio for UAN, currently valued at 1.24, compared to the broader market0.501.001.502.001.240.98
The chart of Calmar ratio for UAN, currently valued at 0.79, compared to the broader market0.002.004.006.000.79-0.20
The chart of Martin ratio for UAN, currently valued at 2.97, compared to the broader market-10.000.0010.0020.0030.002.97-0.55
UAN
SJT

The current UAN Sharpe Ratio is 1.09, which is higher than the SJT Sharpe Ratio of -0.33. The chart below compares the historical Sharpe Ratios of UAN and SJT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.00AugustSeptemberOctoberNovemberDecember2025
1.09
-0.33
UAN
SJT

Dividends

UAN vs. SJT - Dividend Comparison

UAN's dividend yield for the trailing twelve months is around 7.97%, more than SJT's 2.49% yield.


TTM20242023202220212020201920182017201620152014
UAN
CVR Partners, LP
7.97%8.81%40.64%19.21%5.62%0.00%12.90%0.00%0.61%11.81%15.61%14.48%
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%

Drawdowns

UAN vs. SJT - Drawdown Comparison

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


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%AugustSeptemberOctoberNovemberDecember2025
-21.30%
-63.41%
UAN
SJT

Volatility

UAN vs. SJT - Volatility Comparison

The current volatility for CVR Partners, LP (UAN) is 7.11%, while San Juan Basin Royalty Trust (SJT) has a volatility of 17.22%. This indicates that UAN experiences smaller price fluctuations and is considered to be less risky than SJT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%18.00%AugustSeptemberOctoberNovemberDecember2025
7.11%
17.22%
UAN
SJT

Financials

UAN vs. SJT - Financials Comparison

This section allows you to compare key financial metrics between CVR Partners, LP and San Juan Basin 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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