UVSP vs PBT
Comparison between Univest Financial Corp (UVSP, Company) and Permian Basin Royalty Trust (PBT, Company).
UVSP is from the Financial Services sector, while PBT is from the Energy sector.
5-Year PerformancePBT has outperformed UVSP, delivering a return of +42.8% compared to +13.2%
UVSP vs PBT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UVSP vs PBT - Historical Returns
Returns include dividend reinvestment.
UVSP vs PBT - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | UVSP | PBT |
|---|---|---|
| 2026 | +30.58% | +42.79% |
| 2025 | +16.07% | +50.50% |
| 2024 | +38.94% | -17.57% |
| 2023 | -11.76% | -35.81% |
| 2022 | -11.02% | +162.09% |
| 2021 | +50.25% | +208.15% |
| 2020 | -19.95% | -8.91% |
| 2019 | +26.16% | -32.47% |
| 2018 | -20.77% | -28.04% |
| 2017 | -6.48% | +18.19% |
| 2016 | +56.59% | +52.72% |
| 2015 | +8.74% | -43.55% |
| 2014 | +2.24% | -20.35% |
| 2013 | +20.31% | +9.48% |
| 2012 | +19.38% | -35.89% |
| 2011 | -21.77% | -4.93% |
| 2010 | +12.79% | +64.84% |
| 2009 | -44.90% | +7.30% |
| 2008 | +58.79% | -5.24% |
| 2007 | -29.61% | +10.03% |
| 2006 | +28.43% | +11.80% |
| 2005 | -18.45% | +24.47% |
| 2004 | +13.27% | +85.31% |
| 2003 | +34.55% | +44.01% |
| 2002 | +17.97% | +27.93% |
| 2001 | +63.07% | +1.86% |
| 2000 | -9.17% | +27.79% |
| 1999 | +6.15% | +5.59% |
UVSP vs PBT Drawdown Comparison
The maximum drawdown for UVSP was -62.00%, occurring on Sep 21, 2011. Recovery took 2046 trading sessions.
The maximum drawdown for PBT was -83.18%, occurring on Oct 28, 2020. Recovery took 2464 trading sessions.
The current UVSP drawdown is -2.21%. The current PBT drawdown is -19.42%.
| Rank | UVSP | PBT |
|---|---|---|
| #1 | -62.00% Sep 30, 2008 - Nov 14, 2016 | -83.18% Mar 28, 2012 - Jan 11, 2022 |
| #2 | -53.40% Sep 28, 2017 - Mar 8, 2021 | -70.20% Jul 1, 2008 - Nov 4, 2010 |
| #3 | -45.42% Jan 6, 2022 - Jul 26, 2024 | -65.06% Apr 10, 2023 - May 11, 2026 |
| #4 | -45.42% Jan 27, 2004 - Sep 16, 2008 | -32.66% Jun 9, 2022 - Oct 26, 2022 |
| #5 | -24.47% Jan 27, 2000 - Apr 20, 2001 | -27.03% Mar 4, 2005 - Jun 27, 2005 |
| #6 | -21.09% Mar 3, 2003 - Dec 3, 2003 | -23.20% Jan 29, 2003 - May 21, 2003 |
| #7 | -20.92% Nov 6, 2024 - Jul 3, 2025 | -23.13% Dec 31, 1999 - Aug 25, 2000 |
| #8 | -16.84% Dec 29, 2016 - Sep 20, 2017 | -22.07% Sep 17, 2001 - Dec 5, 2002 |
| #9 | -15.44% Jun 8, 2021 - Nov 1, 2021 | -21.60% Apr 22, 2008 - Jul 1, 2008 |
| #10 | -14.64% Sep 16, 2008 - Sep 18, 2008 | -19.80% Dec 30, 2022 - Jan 19, 2023 |
| #11 | -14.01% Jul 3, 2025 - Nov 25, 2025 | -19.69% Mar 25, 2022 - May 20, 2022 |
| #12 | -13.61% Jul 26, 2024 - Sep 19, 2024 | -19.42% May 22, 2026 - Jun 18, 2026 |
| #13 | -12.96% Sep 19, 2008 - Sep 30, 2008 | -18.89% Jan 12, 2022 - Mar 25, 2022 |
| #14 | -10.59% Nov 11, 2021 - Jan 4, 2022 | -18.64% Nov 29, 2006 - Oct 15, 2007 |
| #15 | -9.71% Mar 12, 2021 - Jun 7, 2021 | -17.48% Jul 25, 2011 - Feb 24, 2012 |
Correlation
Correlation between UVSP and PBT is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
UVSP vs PBT dividend yield comparison.
| Year | UVSP | PBT |
|---|---|---|
| 2026 | 1.08% | 0.49% |
| 2025 | 2.66% | 1.92% |
| 2024 | 2.85% | 4.92% |
| 2023 | 3.81% | 4.30% |
| 2022 | 3.18% | 4.56% |
| 2021 | 2.67% | 2.28% |
| 2020 | 2.92% | 7.10% |
| 2019 | 2.99% | 10.80% |
| 2018 | 3.71% | 11.20% |
| 2017 | 2.85% | 7.09% |
| 2016 | 2.59% | 5.38% |
| 2015 | 3.84% | 6.82% |
| 2014 | 3.95% | 10.72% |
| 2013 | 3.87% | 6.76% |
| 2012 | 4.68% | 8.84% |
| 2011 | 5.46% | 6.68% |
| 2010 | 4.17% | 6.07% |
| 2009 | 4.56% | 5.60% |
| 2008 | 2.49% | 17.46% |
| 2007 | 3.79% | 9.08% |
| 2006 | 2.56% | 8.77% |
| 2005 | 2.95% | 8.60% |
| 2004 | 2.17% | 6.85% |
| 2003 | 1.89% | 8.34% |
| 2002 | 2.27% | 7.97% |
| 2001 | 2.32% | 15.89% |
| 2000 | 3.31% | 12.58% |
| 1999 | 0.67% | 1.92% |
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