San Juan Basin Royalty Trust Strategic Asset Allocation Index

Latest as of December 2025: 11.7%

San Juan Basin Royalty Trust strategic asset allocation index. San Juan Basin Royalty Trust (SJT) has a Strategic Asset Allocation Index of 11.7% as of December 2025. Strategic assets (PP&E of $2.68 Million plus long-term investments of $-) total $2.68 Million, measured against net assets of $22.89 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See net asset quality index of San Juan Basin Royalty Trust to measure how much of total assets are equity-financed.

SAAI

11.7%
Strategic Assets / Net Assets

Strategic Assets

$2.68 Million
PP&E + LT Investments

PP&E

$2.68 Million
USD

Net Assets

$22.89 Million
USD

Strategic Asset Allocation Index of San Juan Basin Royalty Trust (2014–2025)

Strategic asset allocation index of San Juan Basin Royalty Trust from 2014 to 2025. This chart shows how San Juan Basin Royalty Trust's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of December 2025, the index stands at 11.7%, representing strategic assets of $2.68 Million against net assets of $22.89 Million USD. Check San Juan Basin Royalty Trust tangible book value ratio to evaluate the tangible quality of the company's equity base.

San Juan Basin Royalty Trust Strategic Asset Allocation Index by Year (2014–2025)

San Juan Basin Royalty Trust strategic asset allocation index by year from 2014 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for San Juan Basin Royalty Trust from 2014 to 2025, covering 12 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see SJT market cap overview.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 11.7% $2.68 Million $2.68 Million $- $22.89 Million ▼ -88.3 pp
2024 100.0% $2.68 Million $2.68 Million $- $2.68 Million ▲ +0.0 pp
2023 100.0% $2.75 Million $2.75 Million $- $2.75 Million ▼ 0.0 pp
2022 100.0% $2.97 Million $2.97 Million $- $2.97 Million ▲ +0.0 pp
2021 100.0% $3.69 Million $3.69 Million $- $3.69 Million ▲ +0.0 pp
2020 100.0% $5.12 Million $5.12 Million $- $5.12 Million ▼ -100.0 pp
2019 200.0% $10.90 Million $5.45 Million $5.45 Million $5.45 Million ▲ +0.0 pp
2018 200.0% $11.69 Million $5.84 Million $5.84 Million $5.84 Million ▲ +0.0 pp
2017 200.0% $13.15 Million $6.58 Million $6.58 Million $6.58 Million ▼ 0.0 pp
2016 200.0% $15.57 Million $7.78 Million $7.78 Million $7.78 Million ▼ 0.0 pp
2015 200.0% $17.45 Million $8.72 Million $8.72 Million $8.72 Million ▲ +100.0 pp
2014 100.0% $9.36 Million $- $9.36 Million $9.36 Million —
pp = percentage points