PHX vs SJT
Comparison between PHX Minerals Inc - Class A (PHX, Company) and San Juan Basin Royalty Trust (SJT, Company).
5-Year PerformancePHX has outperformed SJT, delivering a return of +11.2% compared to -4.4%
PHX vs SJT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PHX vs SJT - Historical Returns
Returns include dividend reinvestment.
PHX vs SJT - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PHX | SJT |
|---|---|---|
| 2026 | N/A | -44.35% |
| 2025 | +11.70% | +35.10% |
| 2024 | +27.10% | -23.40% |
| 2023 | -10.73% | -42.48% |
| 2022 | +75.38% | +115.87% |
| 2021 | -6.76% | +159.81% |
| 2020 | -78.81% | +13.60% |
| 2019 | -30.22% | -48.05% |
| 2018 | -24.65% | -40.07% |
| 2017 | -12.60% | +38.94% |
| 2016 | +41.96% | +59.82% |
| 2015 | -28.12% | -71.94% |
| 2014 | +43.54% | -8.43% |
| 2013 | +10.70% | +26.48% |
| 2012 | -14.15% | -38.94% |
| 2011 | +17.19% | +2.18% |
| 2010 | +1.71% | +39.10% |
| 2009 | +21.52% | -43.64% |
| 2008 | -29.90% | -3.30% |
| 2007 | +38.41% | +17.06% |
| 2006 | -6.99% | -19.22% |
| 2005 | +78.33% | +66.45% |
| 2004 | +47.64% | +48.95% |
| 2003 | +75.02% | +74.83% |
| 2002 | +27.66% | +53.78% |
| 2001 | +8.27% | -14.43% |
| 2000 | +101.15% | +40.60% |
| 1999 | -9.40% | +11.16% |
PHX vs SJT 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 SJT was -92.84%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The current PHX drawdown is -84.27%. The current SJT drawdown is -77.66%.
| Rank | PHX | SJT |
|---|---|---|
| #1 | -95.48% Jul 22, 2014 - Sep 30, 2020 | -92.84% Jun 24, 2008 - Mar 23, 2020 |
| #2 | -66.52% Aug 11, 2008 - Jan 21, 2014 | -45.78% May 14, 2001 - Mar 5, 2003 |
| #3 | -45.50% May 14, 2001 - Jun 11, 2003 | -34.65% Aug 12, 2005 - May 14, 2008 |
| #4 | -32.08% Sep 1, 2005 - Feb 6, 2006 | -21.08% Jan 13, 2004 - May 19, 2004 |
| #5 | -28.69% Mar 9, 2005 - Aug 12, 2005 | -18.05% Oct 12, 2000 - Dec 26, 2000 |
| #6 | -26.06% Mar 8, 2004 - Oct 14, 2004 | -17.79% Jun 11, 2003 - Nov 19, 2003 |
| #7 | -24.21% Apr 19, 2006 - May 2, 2007 | -15.86% Oct 26, 2004 - Feb 9, 2005 |
| #8 | -23.43% Sep 21, 2000 - Feb 9, 2001 | -12.48% Mar 5, 2003 - May 13, 2003 |
| #9 | -19.87% Feb 6, 2006 - Apr 19, 2006 | -9.79% Apr 26, 2005 - Jun 9, 2005 |
| #10 | -18.74% Jun 22, 2007 - Jan 10, 2008 | -8.88% Dec 31, 1999 - Jun 30, 2000 |
| #11 | -18.68% Jun 23, 2008 - Aug 11, 2008 | -8.84% Mar 4, 2005 - Mar 21, 2005 |
| #12 | -17.21% Mar 5, 2008 - Apr 30, 2008 | -8.68% Aug 3, 2004 - Sep 13, 2004 |
| #13 | -16.90% Nov 3, 1999 - Apr 13, 2000 | -7.94% Oct 6, 2004 - Oct 22, 2004 |
| #14 | -16.67% Nov 29, 2004 - Feb 22, 2005 | -6.23% Apr 18, 2001 - Apr 25, 2001 |
| #15 | -15.69% Dec 31, 2003 - Mar 1, 2004 | -5.97% Apr 4, 2005 - Apr 25, 2005 |
Correlation
Correlation between PHX and SJT is 0.22 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (1999 - 2025)
PHX vs SJT dividend yield comparison.
| Year | PHX | SJT |
|---|---|---|
| 2025 | 1.84% | 0.00% |
| 2024 | 3.50% | 2.89% |
| 2023 | 3.03% | 21.81% |
| 2022 | 1.93% | 14.58% |
| 2021 | 1.84% | 12.67% |
| 2020 | 3.04% | 5.97% |
| 2019 | 1.43% | 6.85% |
| 2018 | 1.03% | 8.04% |
| 2017 | 0.78% | 10.19% |
| 2016 | 0.68% | 5.05% |
| 2015 | 0.99% | 8.81% |
| 2014 | 0.69% | 9.01% |
| 2013 | 0.87% | 4.68% |
| 2012 | 0.99% | 4.95% |
| 2011 | 0.85% | 6.33% |
| 2010 | 1.02% | 7.14% |
| 2009 | 1.08% | 3.73% |
| 2008 | 1.56% | 9.91% |
| 2007 | 1.09% | 7.28% |
| 2006 | 1.06% | 8.87% |
| 2005 | 0.49% | 7.46% |
| 2004 | 0.83% | 7.97% |
| 2003 | 0.92% | 8.94% |
| 2002 | 1.53% | 5.70% |
| 2001 | 2.39% | 17.93% |
| 2000 | 2.03% | 10.06% |
| 1999 | 0.95% | 1.64% |
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