Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBR (Sabine Royalty Trust) | 17.29% | 25.58% | 13.06% | 26.72% | 17.81% | 9.57% | 11.66% | … | … |
Data as of 06/04/2026, Common starting date is 01/03/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBR (Sabine Royalty Trust) | 01/03/1983 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.78 | 25.58 | 13.06 | 26.72 | 17.81 | 9.57 | 11.66 | … | … | 17.29 | 14.04 | 4.06 | -13.08 | 132.08 | 60.71 | -24.24 | 15.77 | -9.61 | 36.09 | 41.83 | -20.14 | -23.50 | 37.33 | -32.48 | 12.70 | 56.20 | 7.22 | 6.89 | 10.81 | 1.98 | 37.09 | 34.38 | 35.27 | 17.84 | 30.72 | 59.97 | 7.50 | -8.68 | 12.89 | 51.56 | -20.00 | -29.82 | 7.55 | 8.16 | 10.11 | -15.24 | -2.78 | 17.39 | -8.00 | -9.91 | -15.91 | -23.26 | 4.88 |
| Sharpe Ratio | NA | 0.69 | 0.24 | 0.76 | 0.49 | NA | NA | … | … | 1.29 | 0.45 | 0.02 | -0.51 | 2.69 | 2.56 | -0.51 | 0.61 | -0.39 | 1.62 | 1.28 | -0.59 | -0.80 | 1.93 | -1.49 | 0.51 | 2.28 | 0.19 | 0.11 | 0.38 | -0.05 | 1.19 | 1.16 | 1.80 | 0.55 | 0.78 | 1.70 | 0.16 | -0.36 | 0.35 | 1.83 | -1.15 | -1.81 | 0.30 | 0.32 | 0.26 | -0.78 | -0.53 | 0.63 | -0.45 | -0.37 | -0.78 | -1.32 | -0.05 |
| Standard Deviation(%) | NA | 23.94 | 24.98 | 31.89 | 31.37 | NA | NA | … | … | 22.06 | 24.95 | 22.59 | 32.85 | 48.82 | 23.75 | 47.88 | 23.50 | 28.59 | 22.02 | 32.52 | 34.15 | 29.48 | 19.36 | 22.01 | 24.63 | 24.57 | 36.52 | 52.29 | 20.32 | 29.81 | 29.21 | 28.77 | 19.25 | 30.24 | 36.92 | 32.89 | 25.11 | 33.71 | 26.40 | 25.89 | 20.92 | 18.16 | 17.88 | 17.52 | 23.38 | 26.61 | 16.59 | 19.73 | 26.81 | 38.80 | 27.47 | 22.85 | 28.13 |
| Draw Down(%) | NA | 18.54 | 22.06 | 34.56 | 50.71 | NA | NA | … | … | 5.93 | 18.00 | 15.04 | 34.03 | 34.56 | 14.86 | 41.71 | 24.54 | 32.66 | 15.66 | 14.00 | 38.46 | 41.73 | 8.96 | 37.21 | 21.35 | 16.91 | 34.24 | 43.24 | 14.91 | 22.97 | 20.02 | 18.77 | 16.30 | 40.25 | 24.77 | 21.21 | 13.52 | 29.32 | 25.74 | 13.83 | 25.30 | 33.90 | 15.27 | 11.02 | 8.65 | 20.37 | 15.52 | 14.29 | 29.57 | 25.62 | 27.03 | 28.02 | 22.48 |
| Yield(%) | 0.00 | 7.09 | 7.63 | 15.66 | 12.62 | 6.28 | 9.51 | … | … | 2.44 | 7.93 | 8.02 | 8.08 | 20.48 | 11.07 | 5.96 | 7.55 | 7.38 | 7.49 | 7.44 | 8.23 | 8.15 | 9.63 | 5.80 | 6.61 | 8.97 | 6.73 | 13.41 | 9.39 | 9.13 | 9.77 | 9.71 | 10.75 | 8.65 | 13.86 | 16.63 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/03/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBR (Sabine Royalty Trust) |
-22.17%
Apr 1983 – Apr 1986 |
-14.51%
May 1983 – May 1988 |
-6.98%
Oct 1985 – Oct 1995 |
-3.96%
May 1983 – May 1998 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBR (Sabine Royalty Trust) |
53.45%
Apr 2020 – Apr 2023 |
38.74%
Mar 2000 – Mar 2005 |
26.88%
Aug 1998 – Aug 2008 |
22.69%
Feb 1996 – Feb 2011 |
Annualized Rolling Returns Comparison Chart