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BP Prudhoe Bay Royalty Trust (BPT)

Equity · Currency in USD · Last updated Jun 25, 2022

Company Info

ISINUS0556301077
CUSIP055630107
SectorEnergy
IndustryOil & Gas Refining & Marketing

Trading Data

Previous Close$19.06
Year Range$2.48 - $24.83
EMA (50)$18.26
EMA (200)$10.93
Average Volume$638.21K
Market Capitalization$451.54M

BPTShare Price Chart


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BPTPerformance

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.


BPT (BP Prudhoe Bay Royalty Trust)
Benchmark (^GSPC)

BPTReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M17.00%-0.75%
YTD520.71%-17.93%
6M577.61%-17.23%
1Y293.87%-7.78%
5Y13.24%9.92%
10Y-5.15%11.55%

BPTMonthly Returns Heatmap


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BPTSharpe Ratio Chart

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.


BPT (BP Prudhoe Bay Royalty Trust)
Benchmark (^GSPC)

BPTDividend History

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.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$1.76$0.09$0.42$2.23$5.29$3.60$2.04$5.86$10.60$9.04$9.29$9.40$9.99

Dividend yield

8.59%2.84%21.70%41.41%35.52%31.46%17.58%53.22%38.96%31.88%42.35%27.94%28.99%

BPTDrawdowns Chart

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


BPT (BP Prudhoe Bay Royalty Trust)
Benchmark (^GSPC)

BPTWorst Drawdowns

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.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-97.34%Jun 18, 20141605Oct 29, 2020
-45.22%Apr 4, 2012185Dec 28, 2012368Jun 17, 2014553
-18.01%Jan 12, 201119Feb 8, 2011251Feb 7, 2012270
-13.85%Apr 26, 201046Jun 29, 201060Sep 23, 2010106
-13.11%Mar 18, 20102Mar 19, 20108Mar 31, 201010
-6.17%Oct 13, 20105Oct 19, 201013Nov 5, 201018
-5.93%Jan 15, 201010Jan 29, 20102Feb 2, 201012
-5.44%Dec 16, 20102Dec 17, 20102Dec 21, 20104
-5.23%Feb 3, 20103Feb 5, 20105Feb 12, 20108
-3.44%Nov 12, 20103Nov 16, 20108Nov 29, 201011

BPTVolatility Chart

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.


BPT (BP Prudhoe Bay Royalty Trust)
Benchmark (^GSPC)

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