PHX vs EARN

Comparison between PHX Minerals Inc - Class A (PHX, Company) and Ellington Residential Mortgage REIT (EARN, Company).

5-Year PerformancePHX has outperformed EARN, delivering a return of +11.2% compared to -4.2%

PHX vs EARN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PHX(COMPANY)	EARN(COMPANY)
Market Cap	$165M	$165M
Max Drawdown	95.75%	79.95%
Sharpe Ratio	1.04	0.13
5Y Beta	N/A	0.65
Industry	N/A	Asset Management
P/E Ratio	23.68	-12.55
Forward P/E	N/A	4.75
PEG Ratio	0.40	N/A
Dividend Yield	N/A	21.40%
5Y Dividends CAGR	2.25%	5.89%
5Y EPS CAGR	N/A	3.89%
Debt to Equity	15.73%	0.00%
Free Cash Flow Yield	10.29%	8.99%
P/S Ratio	4.40	N/A
P/B Ratio	1.32	N/A

Market Cap

Winner

PHX

$165M

EARN

$165M

Max Drawdown

PHX

95.75%

Winner

EARN

79.95%

Sharpe Ratio

Winner

PHX

1.04

EARN

0.13

5Y Beta

PHX

N/A

EARN

0.65

Industry

PHX

N/A

EARN

Asset Management

P/E Ratio

PHX

23.68

Winner

EARN

-12.55

Forward P/E

PHX

N/A

EARN

4.75

PEG Ratio

PHX

0.40

EARN

N/A

Dividend Yield

PHX

N/A

EARN

21.40%

5Y Dividends CAGR

PHX

2.25%

Winner

EARN

5.89%

5Y EPS CAGR

PHX

N/A

EARN

3.89%

Debt to Equity

PHX

15.73%

Winner

EARN

0.00%

Free Cash Flow Yield

Winner

PHX

10.29%

EARN

8.99%

P/S Ratio

PHX

4.40

EARN

N/A

P/B Ratio

PHX

1.32

EARN

N/A

PHX vs EARN - Historical Returns

Returns include dividend reinvestment.

Period	PHX	EARN
1 month	+0.93%	+4.81%
3 months	+6.82%	+17.92%
6 months	+18.57%	+3.19%
1 year	+42.15%	+3.21%
5 years(CAGR)	+11.20%	-4.25%
10 years(CAGR)	-12.84%	+3.48%
Max(CAGR)	+7.46%	+2.62%

PHX

+0.93%

Winner

EARN

+4.81%

PHX

+6.82%

Winner

EARN

+17.92%

Winner

PHX

+18.57%

EARN

+3.19%

Winner

PHX

+42.15%

EARN

+3.21%

5Y(CAGR)

Winner

PHX

+11.20%

EARN

-4.25%

10Y(CAGR)

PHX

-12.84%

Winner

EARN

+3.48%

Max(CAGR)

Winner

PHX

+7.46%

EARN

+2.62%

PHX vs EARN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PHX	EARN
2026	N/A	+0.50%
2025	+11.70%	-6.45%
2024	+27.10%	+26.25%
2023	-10.73%	+0.74%
2022	+75.38%	-27.03%
2021	-6.76%	-10.99%
2020	-78.81%	+36.02%
2019	-30.22%	+16.58%
2018	-24.65%	-1.63%
2017	-12.60%	+2.14%
2016	+41.96%	+20.56%
2015	-28.12%	-13.34%
2014	+43.54%	+20.80%
2013	+10.70%	-14.05%
2012	-14.15%	N/A
2011	+17.19%	N/A
2010	+1.71%	N/A
2009	+21.52%	N/A
2008	-29.90%	N/A
2007	+38.41%	N/A
2006	-6.99%	N/A
2005	+78.33%	N/A
2004	+47.64%	N/A
2003	+75.02%	N/A
2002	+27.66%	N/A
2001	+8.27%	N/A
2000	+101.15%	N/A
1999	-9.40%	N/A

PHX vs EARN Drawdown Comparison

The maximum drawdown for PHX was -95.48%, occurring on Sep 30, 2020. This drawdown has not yet recovered.

The maximum drawdown for EARN was -66.44%, occurring on Mar 24, 2020. Recovery took 111 trading sessions.

The current PHX drawdown is -84.27%. The current EARN drawdown is -25.24%.

Rank	PHX	EARN
#1	-95.48% Jul 22, 2014 - Sep 30, 2020	-66.44% Feb 20, 2020 - Jul 29, 2020
#2	-66.52% Aug 11, 2008 - Jan 21, 2014	-49.93% Jun 14, 2021 - Oct 10, 2022
#3	-45.50% May 14, 2001 - Jun 11, 2003	-32.95% Nov 10, 2014 - Jul 29, 2016
#4	-32.08% Sep 1, 2005 - Feb 6, 2006	-27.80% Jun 23, 2017 - Feb 12, 2020
#5	-28.69% Mar 9, 2005 - Aug 12, 2005	-27.74% May 24, 2013 - Aug 22, 2014
#6	-26.06% Mar 8, 2004 - Oct 14, 2004	-12.36% Aug 1, 2016 - Feb 10, 2017
#7	-24.21% Apr 19, 2006 - May 2, 2007	-10.14% Dec 31, 2020 - Jun 7, 2021
#8	-23.43% Sep 21, 2000 - Feb 9, 2001	-9.29% May 8, 2017 - Jun 23, 2017
#9	-19.87% Feb 6, 2006 - Apr 19, 2006	-8.28% Sep 16, 2020 - Nov 11, 2020
#10	-18.74% Jun 22, 2007 - Jan 10, 2008	-5.93% Mar 1, 2017 - Mar 23, 2017
#11	-18.68% Jun 23, 2008 - Aug 11, 2008	-5.42% Nov 27, 2020 - Dec 28, 2020
#12	-17.21% Mar 5, 2008 - Apr 30, 2008	-4.89% Sep 8, 2014 - Oct 16, 2014
#13	-16.90% Nov 3, 1999 - Apr 13, 2000	-4.08% Aug 10, 2020 - Aug 24, 2020
#14	-16.67% Nov 29, 2004 - Feb 22, 2005	-3.28% Aug 28, 2020 - Sep 14, 2020
#15	-15.69% Dec 31, 2003 - Mar 1, 2004	-2.88% Nov 11, 2020 - Nov 17, 2020

Correlation

Correlation between PHX and EARN is -0.62 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.62

-101

Dividend Comparison (1999 - 2026)

PHX vs EARN dividend yield comparison.

Year	PHX	EARN
2026	0.00%	21.21%
2025	1.84%	18.22%
2024	3.50%	14.50%
2023	3.03%	15.66%
2022	1.93%	15.16%
2021	1.84%	11.36%
2020	3.04%	8.59%
2019	1.43%	10.88%
2018	1.03%	14.17%
2017	0.78%	13.04%
2016	0.68%	12.68%
2015	0.99%	16.19%
2014	0.69%	13.52%
2013	0.87%	7.41%
2012	0.99%	0.00%
2011	0.85%	0.00%
2010	1.02%	0.00%
2009	1.08%	0.00%
2008	1.56%	0.00%
2007	1.09%	0.00%
2006	1.06%	0.00%
2005	0.49%	0.00%
2004	0.83%	0.00%
2003	0.92%	0.00%
2002	1.53%	0.00%
2001	2.39%	0.00%
2000	2.03%	0.00%
1999	0.95%	0.00%