Mesabi Trust (MSB)

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Mesabi Trust (MSB) is down 31.7% since the beginning of the year. At $26 per share, MSB is trading 39.0% below its 52-week high of $42. Investors who bought $1,000 worth of MSB shares 5 years ago would now be looking at an investment worth $1,117.

Mesabi Trust (MSB) has returned -31.70% so far this year and 2.61% over the past 12 months. Looking at the last ten years, MSB has achieved an annualized return of 21.20%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.

Based on dividend-adjusted daily data since Dec 30, 1987, MSB's average daily return is +0.12%, while the average monthly return is +2.17%. At this rate, an investment would double in approximately 2.7 years.

Historically, 49% of months were positive and 51% were negative. The best month was Apr 2016 with a return of +65.3%, while the worst month was Nov 2008 at -35.7%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.

On a daily basis, MSB closed higher 42% of trading days. The best single day was Aug 22, 1988 with a return of +38.9%, while the worst single day was Feb 11, 2022 at -27.5%.

Mesabi Trust has an annualized alpha of 25.10%, beta of 0.81, and R2 of 0.07 versus S&P 500 Index. Calculated based on daily prices since December 31, 1987.

• This stock captured 114.54% of S&P 500 Index gains but only 76.53% of its losses - a favorable profile for investors.
• R2 of 0.07 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

MSB ranks 41 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Mesabi Trust (MSB) and compare them to S&P 500 Index.

Mesabi Trust provided a 3.71% dividend yield over the last twelve months, with an annual payout of $0.96 per share. The company has been increasing its dividends for 2 consecutive years.

The table displays the monthly dividend distributions for Mesabi Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Mesabi Trust. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Mesabi Trust was 92.01%, occurring on Jan 19, 2016. Recovery took 683 trading sessions.

The current Mesabi Trust drawdown is 36.07%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Mesabi Trust over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Mesabi Trust is priced in the market compared to other companies in the Steel industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.