Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SJT (San Juan Basin Royalty Trust) | -30.60% | -38.29% | -20.85% | 1.69% | 1.15% | -5.20% | -4.54% | … | … |
Data as of 06/04/2026, Common starting date is 10/24/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SJT (San Juan Basin Royalty Trust) | 10/24/1980 | 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 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.01 | -38.29 | -20.85 | 1.69 | 1.15 | -5.20 | -4.54 | … | … | -30.60 | 38.38 | -22.92 | -50.02 | 120.63 | 163.83 | 11.77 | -45.12 | -38.18 | 39.16 | 67.80 | -69.83 | -8.54 | 30.92 | -38.73 | 2.66 | 46.75 | -42.14 | 0.77 | 9.36 | -18.84 | 60.70 | 48.80 | 77.37 | 52.69 | -14.47 | 37.19 | 90.80 | -41.22 | 12.12 | 32.00 | -1.96 | -34.62 | 34.48 | 41.46 | -4.65 | -34.85 | 4.76 | -1.56 | 1.59 | -4.55 | 8.20 | -22.78 | 6.76 | -7.50 | -40.30 | 13.56 |
| Sharpe Ratio | NA | -1.21 | -0.57 | -0.05 | 0.00 | NA | NA | … | … | -1.84 | 0.79 | -0.62 | -1.23 | 1.94 | 2.88 | 0.18 | -0.82 | -0.97 | 1.28 | 1.14 | -1.60 | -0.34 | 1.25 | -1.01 | 0.11 | 1.44 | -0.88 | 0.00 | 0.30 | -0.82 | 1.69 | 1.62 | 3.82 | 1.91 | -0.49 | 1.25 | 3.26 | -1.05 | 0.33 | 0.79 | -0.18 | -1.22 | 1.02 | 1.03 | -0.21 | -1.17 | -0.04 | -0.25 | -0.08 | -0.29 | 0.11 | -1.11 | 0.02 | -0.44 | -1.13 | 1.24 |
| Standard Deviation(%) | NA | 36.51 | 42.19 | 48.57 | 49.27 | NA | NA | … | … | 34.00 | 46.11 | 42.65 | 43.96 | 61.69 | 56.93 | 62.60 | 56.65 | 40.92 | 30.12 | 59.19 | 43.76 | 24.86 | 24.66 | 38.79 | 23.11 | 32.41 | 47.84 | 47.55 | 21.12 | 27.35 | 34.60 | 29.46 | 20.06 | 26.96 | 35.23 | 26.42 | 26.83 | 42.58 | 25.37 | 35.40 | 33.09 | 30.91 | 31.47 | 37.49 | 40.44 | 34.42 | 33.67 | 25.38 | 33.76 | 30.53 | 23.75 | 26.79 | 29.81 | 35.08 | 44.73 | 74.59 |
| Draw Down(%) | NA | 43.48 | 60.59 | 73.47 | 81.52 | NA | NA | … | … | 37.54 | 25.71 | 43.06 | 51.75 | 39.68 | 31.40 | 39.71 | 61.51 | 54.78 | 18.55 | 28.78 | 73.69 | 28.97 | 15.64 | 45.52 | 23.11 | 21.79 | 60.25 | 46.67 | 11.80 | 24.59 | 22.85 | 21.08 | 17.79 | 19.30 | 45.49 | 18.06 | 12.24 | 44.67 | 15.71 | 16.36 | 22.03 | 39.24 | 13.95 | 14.29 | 25.00 | 36.36 | 25.64 | 27.94 | 26.92 | 18.84 | 16.67 | 31.71 | 21.28 | 28.40 | 47.01 | 26.45 |
| Yield(%) | 0.00 | 0.00 | 1.17 | 12.82 | 7.39 | 2.69 | 2.60 | … | … | 0.00 | 0.00 | 2.17 | 11.14 | 26.77 | 28.47 | 6.38 | 3.43 | 4.54 | 12.67 | 6.84 | 2.39 | 7.69 | 5.65 | 2.91 | 6.10 | 9.24 | 2.03 | 8.84 | 7.92 | 6.66 | 11.45 | 10.83 | 13.94 | 8.23 | 13.62 | 12.54 | 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 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/24/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SJT (San Juan Basin Royalty Trust) |
-29.39%
Feb 2013 – Feb 2016 |
-29.56%
Aug 2014 – Aug 2019 |
-16.80%
Jul 2010 – Jul 2020 |
-12.74%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SJT (San Juan Basin Royalty Trust) |
95.44%
Mar 2020 – Mar 2023 |
50.10%
Jul 2000 – Jul 2005 |
33.06%
Aug 1998 – Aug 2008 |
19.95%
Jan 1991 – Jan 2006 |
Annualized Rolling Returns Comparison Chart