Performance analysis of San Juan Basin Royalty Trust (SJT)
Annual Return
Over the past 3 years, SJT has had an average annual return of -28.97%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, SJT has had an average annual return of -7.60%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, SJT has had an average annual return of -2.39%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, SJT has had an average annual return of +2.33%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -56.58% | +46.74% | -22.95% | -49.93% | +120.48% | +163.70% | +11.80% | -45.12% | -38.18% | +39.15% | +68.69% | -69.84% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -8.54% | +30.92% | -38.73% | +2.66% | +46.84% | -42.13% | +0.67% | +9.36% | -18.84% | +60.68% | +48.81% | +77.38% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +52.66% | -14.43% | +37.08% | +11.16% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.65% | -14.38% | -7.14% | -10.81% | -10.02% | -16.84% | -23.98% | -56.58% | |||||
| 2025 | +8.88% | +20.14% | +10.38% | +4.88% | +8.28% | -4.78% | +1.17% | -4.96% | +5.05% | -4.97% | -1.92% | -0.18% | +46.74% |
| 2024 | -4.81% | +7.22% | +3.72% | -20.95% | -2.88% | +0.50% | -0.25% | -18.77% | +12.46% | +8.38% | +11.47% | -14.32% | -22.95% |
| 2023 | -9.88% | +7.68% | +2.10% | -26.62% | +6.86% | -7.95% | +8.62% | -16.38% | +3.91% | +8.67% | -9.54% | -24.56% | -49.93% |
| 2022 | +13.88% | +3.30% | +27.52% | +22.05% | +22.24% | -31.86% | +46.86% | +0.04% | -23.39% | +16.97% | +11.01% | -1.07% | +120.48% |
| 2021 | +32.82% | +10% | +5.85% | +23.62% | +18.35% | -8.55% | +1.21% | -16.01% | +18.53% | +36.90% | -4.83% | -2.91% | +163.70% |
| 2020 | -3.98% | -2.65% | -7.66% | +21.83% | +9.96% | -18.57% | +1.76% | +24.14% | -12.85% | +31.28% | +12.06% | -26.68% | +11.80% |
| 2019 | -0.67% | +3.08% | +12.07% | -15.35% | -9.78% | -5.67% | -14.36% | -24.69% | +22.27% | -12.91% | -8.37% | +5.49% | -45.12% |
| 2018 | +19.66% | -11.08% | -8.54% | -12.42% | -4.15% | -12.00% | +2.39% | -0.49% | -15.07% | +4.56% | +2.08% | -6.90% | -38.18% |
| 2017 | +14.34% | -11.51% | +10.81% | -1.51% | +3.07% | -5.67% | +0.75% | +2.08% | +16.75% | -3.03% | +14.92% | -3.12% | +39.15% |
Drawdown analysis of San Juan Basin Royalty Trust (SJT)
The maximum drawdown for the SJT was -92.84%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The current SJT drawdown is -82.96%.
Since Nov 1, 1999 SJT has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -92.84% | Jun 24, 2008 | 2956 | Mar 23, 2020 | Ongoing | Ongoing | Ongoing |
| -45.78% | May 14, 2001 | 166 | Jan 15, 2002 | 285 | Mar 5, 2003 | 451 |
| -34.65% | Aug 12, 2005 | 350 | Jan 4, 2007 | 342 | May 14, 2008 | 692 |
| -21.08% | Jan 13, 2004 | 16 | Feb 5, 2004 | 72 | May 19, 2004 | 88 |
| -18.04% | Oct 12, 2000 | 13 | Oct 31, 2000 | 38 | Dec 26, 2000 | 51 |
| -17.79% | Jun 11, 2003 | 30 | Jul 24, 2003 | 83 | Nov 19, 2003 | 113 |
| -15.86% | Oct 26, 2004 | 29 | Dec 7, 2004 | 44 | Feb 9, 2005 | 73 |
| -12.47% | Mar 5, 2003 | 8 | Mar 17, 2003 | 40 | May 13, 2003 | 48 |
| -9.79% | Apr 26, 2005 | 16 | May 18, 2005 | 15 | Jun 9, 2005 | 31 |
| -8.88% | Dec 31, 1999 | 98 | May 22, 2000 | 28 | Jun 30, 2000 | 126 |
| -8.84% | Mar 4, 2005 | 3 | Mar 9, 2005 | 8 | Mar 21, 2005 | 11 |
| -8.68% | Aug 3, 2004 | 3 | Aug 6, 2004 | 25 | Sep 13, 2004 | 28 |
| -7.94% | Oct 6, 2004 | 5 | Oct 13, 2004 | 7 | Oct 22, 2004 | 12 |
| -6.24% | Apr 18, 2001 | 2 | Apr 20, 2001 | 3 | Apr 25, 2001 | 5 |
| -5.98% | Apr 4, 2005 | 10 | Apr 18, 2005 | 5 | Apr 25, 2005 | 15 |
| -5.49% | Jun 1, 2004 | 3 | Jun 4, 2004 | 7 | Jun 16, 2004 | 10 |
| -5.15% | Mar 21, 2005 | 6 | Mar 30, 2005 | 2 | Apr 1, 2005 | 8 |
| -5.03% | Apr 26, 2001 | 4 | May 2, 2001 | 7 | May 11, 2001 | 11 |
| -4.94% | May 27, 2008 | 6 | Jun 4, 2008 | 3 | Jun 9, 2008 | 9 |
| -4.82% | Mar 26, 2001 | 6 | Apr 3, 2001 | 4 | Apr 9, 2001 | 10 |
| -4.78% | Mar 9, 2001 | 3 | Mar 14, 2001 | 4 | Mar 20, 2001 | 7 |
| -4.25% | Aug 7, 2000 | 4 | Aug 11, 2000 | 7 | Aug 22, 2000 | 11 |
| -4.10% | Jun 20, 2005 | 1 | Jun 21, 2005 | 1 | Jun 22, 2005 | 2 |
| -4.02% | Jun 17, 2008 | 2 | Jun 19, 2008 | 2 | Jun 23, 2008 | 4 |
| -3.84% | Nov 2, 1999 | 7 | Nov 11, 1999 | 11 | Nov 29, 1999 | 18 |