UAN vs. SJT
Compare and contrast key facts about CVR Partners, LP (UAN) and San Juan Basin Royalty Trust (SJT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UAN or SJT.
Key characteristics
| UAN | SJT | |
|---|---|---|
| YTD Return | 20.42% | -19.30% |
| 1Y Return | 6.96% | -43.72% |
| 3Y Return (Ann) | 17.17% | -5.72% |
| 5Y Return (Ann) | 33.84% | 24.15% |
| 10Y Return (Ann) | 4.36% | -7.06% |
| Sharpe Ratio | 0.04 | -1.03 |
| Sortino Ratio | 0.34 | -1.53 |
| Omega Ratio | 1.04 | 0.84 |
| Calmar Ratio | 0.03 | -0.54 |
| Martin Ratio | 0.11 | -1.10 |
| Ulcer Index | 12.16% | 38.10% |
| Daily Std Dev | 33.86% | 40.73% |
| Max Drawdown | -96.77% | -92.83% |
| Current Drawdown | -32.57% | -71.97% |
Fundamentals
| UAN | SJT | |
|---|---|---|
| Market Cap | $760.17M | $187.37M |
| EPS | $4.97 | $0.27 |
| PE Ratio | 14.47 | 14.89 |
| PEG Ratio | -1.30 | 0.00 |
| Total Revenue (TTM) | $527.39M | $10.98M |
| Gross Profit (TTM) | $110.15M | $4.58M |
| EBITDA (TTM) | $166.78M | $5.23M |
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.
Performance
UAN vs. SJT - Performance Comparison
In the year-to-date period, UAN achieves a 20.42% return, which is significantly higher than SJT's -19.30% return. Over the past 10 years, UAN has outperformed SJT with an annualized return of 4.36%, while SJT has yielded a comparatively lower -7.06% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
UAN vs. SJT - Dividend Comparison
UAN's dividend yield for the trailing twelve months is around 9.30%, more than SJT's 3.49% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UAN CVR Partners, LP | 9.30% | 40.64% | 19.21% | 5.62% | 0.00% | 12.90% | 0.00% | 0.61% | 11.81% | 15.61% | 14.48% | 10.60% |
SJT San Juan Basin Royalty Trust | 3.49% | 21.81% | 14.58% | 12.67% | 5.96% | 6.83% | 8.03% | 10.19% | 4.51% | 8.81% | 9.01% | 4.68% |
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.
Volatility
UAN vs. SJT - Volatility Comparison
CVR Partners, LP (UAN) and San Juan Basin Royalty Trust (SJT) have volatilities of 11.01% and 11.16%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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.
Total Revenue: Total amount of money received from sales and other business activities