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SJT vs SPY

Comparison between San Juan Basin Royalty Trust (SJT, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SJT, delivering a return of +13.4% compared to -3.2%

SJT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
SJT
$165M
Winner
SPY
$784B
Expense Ratio
SJT
N/A
SPY
0.09%
Max Drawdown
SJT
96.75%
Winner
SPY
56.47%
Sharpe Ratio
SJT
-1.54
Winner
SPY
1.50
5Y Beta
Winner
SJT
0.50
SPY
1.00
Industry
SJT
Oil & Gas E&p
SPY
N/A
P/E Ratio
Winner
SJT
-219.84
SPY
28.29
Forward P/E
Winner
SJT
11.59
SPY
21.76
PEG Ratio
SJT
0.72
SPY
N/A
5Y Dividends CAGR
SJT
-0.85%
Winner
SPY
5.43%
5Y EPS CAGR
SJT
N/A
SPY
25.98%
Debt to Equity
Winner
SJT
0.00%
SPY
30.79%
Free Cash Flow Yield
SJT
-0.50%
SPY
N/A
P/S Ratio
SJT
42008.45
Winner
SPY
3.79
P/B Ratio
SJT
83.93
Winner
SPY
5.67

SJT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SJT
-22.07%
Winner
SPY
+0.48%
3M
SJT
-33.86%
Winner
SPY
+11.67%
6M
SJT
-41.96%
Winner
SPY
+9.42%
1Y
SJT
-49.08%
Winner
SPY
+24.27%
5Y(CAGR)
SJT
-3.23%
Winner
SPY
+13.36%
10Y(CAGR)
SJT
+0.30%
Winner
SPY
+15.42%
Max(CAGR)
SJT
+3.54%
Winner
SPY
+8.49%

SJT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSJTSPY
2026-42.26%+8.88%
2025+35.10%+18.00%
2024-23.40%+25.59%
2023-42.48%+26.72%
2022+115.87%-18.64%
2021+159.81%+30.52%
2020+13.60%+17.28%
2019-48.05%+31.09%
2018-40.07%-5.24%
2017+38.94%+20.78%
2016+59.82%+13.59%
2015-71.94%+1.31%
2014-8.43%+14.56%
2013+26.48%+29.00%
2012-38.94%+14.17%
2011+2.18%+0.85%
2010+39.10%+13.14%
2009-43.64%+22.67%
2008-3.30%-36.25%
2007+17.06%+5.32%
2006-19.22%+13.85%
2005+66.45%+5.32%
2004+48.95%+10.75%
2003+74.83%+24.18%
2002+53.78%-22.42%
2001-14.43%-10.13%
2000+40.60%-8.84%
1999+11.16%+8.61%

SJT vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SJT drawdown is -76.82%. The current SPY drawdown is -2.35%.

RankSJTSPY
#1-92.84%
Jun 24, 2008 - Mar 23, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-45.78%
May 14, 2001 - Mar 5, 2003		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-34.65%
Aug 12, 2005 - May 14, 2008		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-21.08%
Jan 13, 2004 - May 19, 2004		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-18.05%
Oct 12, 2000 - Dec 26, 2000		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-17.79%
Jun 11, 2003 - Nov 19, 2003		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-15.86%
Oct 26, 2004 - Feb 9, 2005		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.48%
Mar 5, 2003 - May 13, 2003		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.79%
Apr 26, 2005 - Jun 9, 2005		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.88%
Dec 31, 1999 - Jun 30, 2000		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.84%
Mar 4, 2005 - Mar 21, 2005		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.68%
Aug 3, 2004 - Sep 13, 2004		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.94%
Oct 6, 2004 - Oct 22, 2004		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.23%
Apr 18, 2001 - Apr 25, 2001		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.97%
Apr 4, 2005 - Apr 25, 2005		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SJT and SPY is -0.15 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.15
-101

Dividend Comparison (1999 - 2026)

SJT vs SPY dividend yield comparison.

YearSJTSPY
20260.00%0.24%
20250.00%1.07%
20242.89%1.21%
202321.81%1.40%
202214.58%1.65%
202112.67%1.20%
20205.97%1.52%
20196.85%1.75%
20188.04%2.04%
201710.19%1.80%
20165.05%2.03%
20158.81%2.06%
20149.01%1.87%
20134.68%1.81%
20124.95%2.18%
20116.33%2.05%
20107.14%1.80%
20093.73%1.95%
20089.91%3.02%
20077.28%1.85%
20068.87%1.73%
20057.46%1.73%
20047.97%1.82%
20038.94%1.47%
20025.70%1.70%
200117.93%1.25%
200010.06%1.15%
19991.64%0.24%

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