SJT vs PHX
Comparison between San Juan Basin Royalty Trust (SJT, Company) and PHX Minerals Inc - Class A (PHX, Company).
5-Year PerformancePHX has outperformed SJT, delivering a return of +11.2% compared to -3.2%
SJT vs PHX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SJT vs PHX - Historical Returns
Returns include dividend reinvestment.
SJT vs PHX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SJT | PHX |
|---|---|---|
| 2026 | -42.26% | N/A |
| 2025 | +35.10% | +11.70% |
| 2024 | -23.40% | +27.10% |
| 2023 | -42.48% | -10.73% |
| 2022 | +115.87% | +75.38% |
| 2021 | +159.81% | -6.76% |
| 2020 | +13.60% | -78.81% |
| 2019 | -48.05% | -30.22% |
| 2018 | -40.07% | -24.65% |
| 2017 | +38.94% | -12.60% |
| 2016 | +59.82% | +41.96% |
| 2015 | -71.94% | -28.12% |
| 2014 | -8.43% | +43.54% |
| 2013 | +26.48% | +10.70% |
| 2012 | -38.94% | -14.15% |
| 2011 | +2.18% | +17.19% |
| 2010 | +39.10% | +1.71% |
| 2009 | -43.64% | +21.52% |
| 2008 | -3.30% | -29.90% |
| 2007 | +17.06% | +38.41% |
| 2006 | -19.22% | -6.99% |
| 2005 | +66.45% | +78.33% |
| 2004 | +48.95% | +47.64% |
| 2003 | +74.83% | +75.02% |
| 2002 | +53.78% | +27.66% |
| 2001 | -14.43% | +8.27% |
| 2000 | +40.60% | +101.15% |
| 1999 | +11.16% | -9.40% |
SJT vs PHX Drawdown Comparison
The maximum drawdown for SJT was -92.84%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The maximum drawdown for PHX was -95.48%, occurring on Sep 30, 2020. This drawdown has not yet recovered.
The current SJT drawdown is -76.82%. The current PHX drawdown is -84.27%.
| Rank | SJT | PHX |
|---|---|---|
| #1 | -92.84% Jun 24, 2008 - Mar 23, 2020 | -95.48% Jul 22, 2014 - Sep 30, 2020 |
| #2 | -45.78% May 14, 2001 - Mar 5, 2003 | -66.52% Aug 11, 2008 - Jan 21, 2014 |
| #3 | -34.65% Aug 12, 2005 - May 14, 2008 | -45.50% May 14, 2001 - Jun 11, 2003 |
| #4 | -21.08% Jan 13, 2004 - May 19, 2004 | -32.08% Sep 1, 2005 - Feb 6, 2006 |
| #5 | -18.05% Oct 12, 2000 - Dec 26, 2000 | -28.69% Mar 9, 2005 - Aug 12, 2005 |
| #6 | -17.79% Jun 11, 2003 - Nov 19, 2003 | -26.06% Mar 8, 2004 - Oct 14, 2004 |
| #7 | -15.86% Oct 26, 2004 - Feb 9, 2005 | -24.21% Apr 19, 2006 - May 2, 2007 |
| #8 | -12.48% Mar 5, 2003 - May 13, 2003 | -23.43% Sep 21, 2000 - Feb 9, 2001 |
| #9 | -9.79% Apr 26, 2005 - Jun 9, 2005 | -19.87% Feb 6, 2006 - Apr 19, 2006 |
| #10 | -8.88% Dec 31, 1999 - Jun 30, 2000 | -18.74% Jun 22, 2007 - Jan 10, 2008 |
| #11 | -8.84% Mar 4, 2005 - Mar 21, 2005 | -18.68% Jun 23, 2008 - Aug 11, 2008 |
| #12 | -8.68% Aug 3, 2004 - Sep 13, 2004 | -17.21% Mar 5, 2008 - Apr 30, 2008 |
| #13 | -7.94% Oct 6, 2004 - Oct 22, 2004 | -16.90% Nov 3, 1999 - Apr 13, 2000 |
| #14 | -6.23% Apr 18, 2001 - Apr 25, 2001 | -16.67% Nov 29, 2004 - Feb 22, 2005 |
| #15 | -5.97% Apr 4, 2005 - Apr 25, 2005 | -15.69% Dec 31, 2003 - Mar 1, 2004 |
Correlation
Correlation between SJT and PHX is 0.22 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (1999 - 2025)
SJT vs PHX dividend yield comparison.
| Year | SJT | PHX |
|---|---|---|
| 2025 | 0.00% | 1.84% |
| 2024 | 2.89% | 3.50% |
| 2023 | 21.81% | 3.03% |
| 2022 | 14.58% | 1.93% |
| 2021 | 12.67% | 1.84% |
| 2020 | 5.97% | 3.04% |
| 2019 | 6.85% | 1.43% |
| 2018 | 8.04% | 1.03% |
| 2017 | 10.19% | 0.78% |
| 2016 | 5.05% | 0.68% |
| 2015 | 8.81% | 0.99% |
| 2014 | 9.01% | 0.69% |
| 2013 | 4.68% | 0.87% |
| 2012 | 4.95% | 0.99% |
| 2011 | 6.33% | 0.85% |
| 2010 | 7.14% | 1.02% |
| 2009 | 3.73% | 1.08% |
| 2008 | 9.91% | 1.56% |
| 2007 | 7.28% | 1.09% |
| 2006 | 8.87% | 1.06% |
| 2005 | 7.46% | 0.49% |
| 2004 | 7.97% | 0.83% |
| 2003 | 8.94% | 0.92% |
| 2002 | 5.70% | 1.53% |
| 2001 | 17.93% | 2.39% |
| 2000 | 10.06% | 2.03% |
| 1999 | 1.64% | 0.95% |
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