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VOC vs. BSM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between VOC and BSM is 0.29, 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.


-0.50.00.51.0
Correlation: 0.3

Performance

VOC vs. BSM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VOC Energy Trust (VOC) and Black Stone Minerals, L.P. (BSM). The values are adjusted to include any dividend payments, if applicable.

50.00%100.00%150.00%NovemberDecember2025FebruaryMarchApril
59.93%
84.61%
VOC
BSM

Key characteristics

Sharpe Ratio

VOC:

-0.93

BSM:

0.06

Sortino Ratio

VOC:

-1.35

BSM:

0.25

Omega Ratio

VOC:

0.82

BSM:

1.03

Calmar Ratio

VOC:

-0.56

BSM:

0.08

Martin Ratio

VOC:

-1.82

BSM:

0.25

Ulcer Index

VOC:

23.29%

BSM:

5.53%

Daily Std Dev

VOC:

45.60%

BSM:

22.01%

Max Drawdown

VOC:

-87.00%

BSM:

-75.58%

Current Drawdown

VOC:

-69.23%

BSM:

-7.92%

Fundamentals

Market Cap

VOC:

$52.70M

BSM:

$3.04B

EPS

VOC:

$0.73

BSM:

$1.15

PE Ratio

VOC:

4.25

BSM:

12.53

PEG Ratio

VOC:

0.00

BSM:

1.22

PS Ratio

VOC:

3.35

BSM:

7.13

PB Ratio

VOC:

4.44

BSM:

2.69

Total Revenue (TTM)

VOC:

$15.96M

BSM:

$322.65M

Gross Profit (TTM)

VOC:

$15.76M

BSM:

$242.06M

EBITDA (TTM)

VOC:

$9.18M

BSM:

$243.30M

Returns By Period

In the year-to-date period, VOC achieves a -32.52% return, which is significantly lower than BSM's 1.63% return.


VOC

YTD

-32.52%

1M

-1.86%

6M

-39.17%

1Y

-41.69%

5Y*

26.71%

10Y*

5.06%

BSM

YTD

1.63%

1M

-5.73%

6M

1.93%

1Y

-0.77%

5Y*

31.34%

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

VOC vs. BSM — Risk-Adjusted Performance Rank

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

VOC
The Risk-Adjusted Performance Rank of VOC is 88
Overall Rank
The Sharpe Ratio Rank of VOC is 66
Sharpe Ratio Rank
The Sortino Ratio Rank of VOC is 88
Sortino Ratio Rank
The Omega Ratio Rank of VOC is 88
Omega Ratio Rank
The Calmar Ratio Rank of VOC is 1616
Calmar Ratio Rank
The Martin Ratio Rank of VOC is 22
Martin Ratio Rank

BSM
The Risk-Adjusted Performance Rank of BSM is 5151
Overall Rank
The Sharpe Ratio Rank of BSM is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of BSM is 4545
Sortino Ratio Rank
The Omega Ratio Rank of BSM is 4444
Omega Ratio Rank
The Calmar Ratio Rank of BSM is 5656
Calmar Ratio Rank
The Martin Ratio Rank of BSM is 5555
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.

VOC vs. BSM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for VOC Energy Trust (VOC) and Black Stone Minerals, L.P. (BSM). 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 chart of Sharpe ratio for VOC, currently valued at -0.93, compared to the broader market-2.00-1.000.001.002.003.00
VOC: -0.93
BSM: 0.06
The chart of Sortino ratio for VOC, currently valued at -1.35, compared to the broader market-6.00-4.00-2.000.002.004.00
VOC: -1.35
BSM: 0.25
The chart of Omega ratio for VOC, currently valued at 0.82, compared to the broader market0.501.001.502.00
VOC: 0.82
BSM: 1.03
The chart of Calmar ratio for VOC, currently valued at -0.56, compared to the broader market0.001.002.003.004.005.00
VOC: -0.56
BSM: 0.08
The chart of Martin ratio for VOC, currently valued at -1.82, compared to the broader market-5.000.005.0010.0015.0020.00
VOC: -1.82
BSM: 0.25

The current VOC Sharpe Ratio is -0.93, which is lower than the BSM Sharpe Ratio of 0.06. The chart below compares the historical Sharpe Ratios of VOC and BSM, 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-1.50-1.00-0.500.000.50NovemberDecember2025FebruaryMarchApril
-0.93
0.06
VOC
BSM

Dividends

VOC vs. BSM - Dividend Comparison

VOC's dividend yield for the trailing twelve months is around 19.78%, more than BSM's 10.37% yield.


TTM20242023202220212020201920182017201620152014
VOC
VOC Energy Trust
19.78%15.27%12.43%12.30%10.87%10.14%15.01%19.67%8.36%8.96%19.11%34.64%
BSM
Black Stone Minerals, L.P.
10.37%10.96%11.90%9.13%7.74%10.18%11.64%8.61%6.69%5.86%2.94%0.00%

Drawdowns

VOC vs. BSM - Drawdown Comparison

The maximum VOC drawdown since its inception was -87.00%, which is greater than BSM's maximum drawdown of -75.58%. Use the drawdown chart below to compare losses from any high point for VOC and BSM. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-69.23%
-7.92%
VOC
BSM

Volatility

VOC vs. BSM - Volatility Comparison

VOC Energy Trust (VOC) has a higher volatility of 26.23% compared to Black Stone Minerals, L.P. (BSM) at 13.65%. This indicates that VOC's price experiences larger fluctuations and is considered to be riskier than BSM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%NovemberDecember2025FebruaryMarchApril
26.23%
13.65%
VOC
BSM

Financials

VOC vs. BSM - Financials Comparison

This section allows you to compare key financial metrics between VOC Energy Trust and Black Stone Minerals, L.P.. 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