BP Prudhoe Bay Royalty Trust (BPT)

The chart shows the growth of $10,000 invested in BP Prudhoe Bay Royalty Trust on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $9,828 for a total return of roughly -1.72%. All prices are adjusted for splits and dividends.

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current BP Prudhoe Bay Royalty Trust Sharpe ratio is 3.61. A Sharpe ratio of 3.0 or higher is considered excellent.

The chart below displays rolling 12-month Sharpe Ratio.

BP Prudhoe Bay Royalty Trust granted a 8.59% dividend yield in the last twelve months. The annual payout for that period amounted to $1.76 per share.

The Drawdowns chart displays portfolio losses from any high point along the way.

The table below shows the maximum drawdowns of the BP Prudhoe Bay Royalty Trust. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the BP Prudhoe Bay Royalty Trust is 97.34%, recorded on Oct 29, 2020. The portfolio has not recovered from it yet.

Current BP Prudhoe Bay Royalty Trust volatility is 147.37%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.