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Mesa Royalty Trust (MTR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US5906601068

CUSIP

590660106

Sector

Energy

IPO Date

Dec 30, 1987

Highlights

Market Cap

$10.01M

EPS (TTM)

$0.25

PE Ratio

21.48

Total Revenue (TTM)

$489.93K

Gross Profit (TTM)

$416.11K

EBITDA (TTM)

$268.30K

Year Range

$4.84 - $11.08

Short %

0.57%

Short Ratio

0.91

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
MTR vs. NRT MTR vs. QQQ MTR vs. ARCC MTR vs. CRT MTR vs. MAIN MTR vs. PXD MTR vs. SPY
Popular comparisons:
MTR vs. NRT MTR vs. QQQ MTR vs. ARCC MTR vs. CRT MTR vs. MAIN MTR vs. PXD MTR vs. SPY

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Mesa Royalty Trust, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%500.00%1,000.00%1,500.00%2,000.00%NovemberDecember2025FebruaryMarchApril
-84.32%
2,031.32%
MTR (Mesa Royalty Trust)
Benchmark (^GSPC)

Returns By Period

Mesa Royalty Trust had a return of -8.65% year-to-date (YTD) and -51.23% in the last 12 months. Over the past 10 years, Mesa Royalty Trust had an annualized return of -6.06%, while the S&P 500 had an annualized return of 9.70%, indicating that Mesa Royalty Trust did not perform as well as the benchmark.


MTR

YTD

-8.65%

1M

-14.85%

6M

-8.80%

1Y

-51.23%

5Y*

6.21%

10Y*

-6.06%

^GSPC (Benchmark)

YTD

-10.18%

1M

-6.92%

6M

-9.92%

1Y

5.42%

5Y*

12.98%

10Y*

9.70%

*Annualized

Monthly Returns

The table below presents the monthly returns of MTR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202516.76%-9.24%-0.09%-13.72%-8.65%
2024-17.84%-1.94%0.46%-12.81%-2.02%-1.54%-6.44%-23.15%-10.43%8.12%19.14%-18.74%-54.12%
2023-12.64%-10.84%-4.36%14.45%31.08%6.21%-20.81%0.52%-21.83%-12.39%37.80%-27.55%-35.40%
202232.10%1.48%9.02%40.47%64.89%-43.61%13.60%37.02%-22.81%25.38%6.75%34.46%312.74%
202114.92%4.38%-3.06%-3.16%17.94%21.99%-5.50%-3.87%-0.53%15.14%-10.40%7.19%61.90%
20209.71%-20.22%-17.37%18.96%7.47%-16.26%-13.20%-6.26%-6.45%0.00%12.24%-7.16%-38.59%
201921.65%-10.36%8.72%17.88%-21.89%2.44%-12.64%-21.84%11.36%-5.91%-9.48%-3.86%-30.38%
2018-14.79%-1.54%-0.68%2.20%0.36%-5.10%-1.09%2.72%-0.37%-6.82%0.34%-16.91%-36.23%
201721.08%-16.40%24.17%11.74%-15.05%-4.49%9.53%9.88%12.42%-1.95%16.55%6.79%88.15%
20167.39%-16.61%23.66%30.45%-29.55%44.73%-11.61%-7.04%-4.59%18.87%11.61%1.65%55.73%
2015-8.88%7.75%-15.06%-0.97%-9.66%-24.65%-10.71%-3.10%-17.29%4.18%-16.74%-9.96%-68.58%
20147.92%2.78%12.73%13.27%10.04%10.22%-22.73%23.79%10.46%-17.56%1.10%-9.83%36.37%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of MTR is 10, meaning it’s performing worse than 90% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of MTR is 1010
Overall Rank
The Sharpe Ratio Rank of MTR is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of MTR is 33
Sortino Ratio Rank
The Omega Ratio Rank of MTR is 66
Omega Ratio Rank
The Calmar Ratio Rank of MTR is 2020
Calmar Ratio Rank
The Martin Ratio Rank of MTR is 1919
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Mesa Royalty Trust (MTR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for MTR, currently valued at -1.14, compared to the broader market-2.00-1.000.001.002.003.00
MTR: -1.14
^GSPC: 0.24
The chart of Sortino ratio for MTR, currently valued at -1.99, compared to the broader market-6.00-4.00-2.000.002.004.00
MTR: -1.99
^GSPC: 0.47
The chart of Omega ratio for MTR, currently valued at 0.79, compared to the broader market0.501.001.502.00
MTR: 0.79
^GSPC: 1.07
The chart of Calmar ratio for MTR, currently valued at -0.54, compared to the broader market0.001.002.003.004.00
MTR: -0.54
^GSPC: 0.24
The chart of Martin ratio for MTR, currently valued at -1.30, compared to the broader market-5.000.005.0010.0015.0020.00
MTR: -1.30
^GSPC: 1.08

The current Mesa Royalty Trust Sharpe ratio is -1.14. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Mesa Royalty Trust with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-1.14
0.24
MTR (Mesa Royalty Trust)
Benchmark (^GSPC)

Dividends

Dividend History

Mesa Royalty Trust provided a 3.39% dividend yield over the last twelve months, with an annual payout of $0.18 per share.


4.00%6.00%8.00%10.00%12.00%14.00%$0.00$1.00$2.00$3.00$4.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.18$0.21$1.49$1.97$0.42$0.29$0.91$1.19$1.51$0.65$1.03$3.51

Dividend yield

3.39%3.57%11.28%8.95%6.87%7.15%13.10%10.98%8.20%5.94%13.75%13.66%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.03$0.00$0.03
2024$0.03$0.01$0.03$0.02$0.05$0.04$0.00$0.00$0.00$0.01$0.00$0.02$0.21
2023$0.16$0.10$0.11$0.24$0.49$0.14$0.06$0.04$0.04$0.02$0.07$0.03$1.49
2022$0.11$0.11$0.10$0.10$0.25$0.15$0.10$0.29$0.19$0.18$0.19$0.20$1.97
2021$0.00$0.00$0.00$0.00$0.27$0.02$0.00$0.00$0.00$0.00$0.00$0.13$0.42
2020$0.08$0.05$0.12$0.02$0.02$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.29
2019$0.07$0.10$0.19$0.13$0.10$0.09$0.03$0.03$0.03$0.04$0.04$0.06$0.91
2018$0.15$0.11$0.12$0.11$0.10$0.08$0.04$0.09$0.09$0.10$0.10$0.10$1.19
2017$0.16$0.11$0.15$0.17$0.11$0.10$0.12$0.10$0.12$0.10$0.14$0.12$1.51
2016$0.05$0.02$0.01$0.02$0.02$0.04$0.06$0.04$0.06$0.12$0.10$0.11$0.65
2015$0.16$0.00$0.24$0.08$0.06$0.09$0.06$0.06$0.07$0.08$0.08$0.07$1.03
2014$0.18$0.21$0.26$0.75$0.28$0.28$0.22$0.27$0.46$0.23$0.20$0.17$3.51

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
MTR: 3.4%
Mesa Royalty Trust has a dividend yield of 3.39%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
MTR: 26.3%
Mesa Royalty Trust has a payout ratio of 26.31%, which is quite average when compared to the overall market. This suggests that Mesa Royalty Trust strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

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.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-95.67%
-14.02%
MTR (Mesa Royalty Trust)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Mesa Royalty 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 Mesa Royalty Trust was 97.99%, occurring on Sep 24, 2020. The portfolio has not yet recovered.

The current Mesa Royalty Trust drawdown is 95.67%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-97.99%Jul 2, 20083067Sep 24, 2020
-40.6%Jan 16, 1990387Mar 6, 1992254Oct 13, 1993641
-38.52%Apr 24, 2001284Jul 29, 2002172May 30, 2003456
-32.41%Oct 4, 2005289Nov 27, 2006238Nov 7, 2007527
-23.48%Nov 21, 200742Jan 23, 200862Apr 22, 2008104

Volatility

Volatility Chart

The current Mesa Royalty Trust volatility is 12.88%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
12.88%
13.60%
MTR (Mesa Royalty Trust)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Mesa Royalty Trust is priced in the market compared to other companies in the Oil & Gas E&P industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
MTR: 21.5
The chart displays the Price-to-Earnings (P/E) ratio for MTR, comparing it with other companies in the Oil & Gas E&P industry. Currently, MTR has a P/E ratio of 21.5. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
2.04.06.08.010.0
MTR: 0.0
The chart shows the Price/Earnings to Growth (PEG) ratio for MTR compared to other companies in the Oil & Gas E&P industry. MTR currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
2.04.06.08.010.0
MTR: 3.7
This chart shows the Price-to-Sales (P/S) ratio for MTR relative to other companies in the Oil & Gas E&P industry. Currently, MTR has a P/S ratio of 3.7. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
2.04.06.08.010.0
MTR: 3.2
The chart illustrates the Price-to-Book (P/B) ratio for MTR in comparison with other companies in the Oil & Gas E&P industry. Currently, MTR has a P/B value of 3.2. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Mesa Royalty Trust.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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