Mesa Royalty Trust (MTR)

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Mesa Royalty Trust (MTR) is down 10.4% since the beginning of the year. At $4 per share, MTR is trading 63.4% below its 52-week high of $10. Investors who bought $1,000 worth of MTR shares 5 years ago would now be looking at an investment worth $886.

Mesa Royalty Trust (MTR) has returned -10.37% so far this year and -21.89% over the past 12 months. Over the last ten years, MTR has returned 0.07% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since Dec 30, 1987, MTR's average daily return is +0.05%, while the average monthly return is +0.72%. At this rate, an investment would double in approximately 8.1 years.

Historically, 54% of months were positive and 46% were negative. The best month was May 2022 with a return of +64.9%, while the worst month was Jun 2022 at -43.6%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 9 months.

On a daily basis, MTR closed higher 41% of trading days. The best single day was Mar 25, 2020 with a return of +65.0%, while the worst single day was Jun 20, 2025 at -32.8%.

Mesa Royalty Trust has an annualized alpha of 8.92%, beta of 0.27, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since December 31, 1987.

• This stock participated in 60.28% of S&P 500 Index downside but only 38.61% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.27 may look defensive, but with R2 of 0.01 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.01 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.

MTR ranks 29 for risk / return — below 29% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

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

Mesa Royalty Trust provided a 5.64% dividend yield over the last twelve months, with an annual payout of $0.21 per share.

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.

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 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 88.90%, occurring on Sep 24, 2020. Recovery took 668 trading sessions.

The current Mesa Royalty Trust drawdown is 85.30%.

The chart below shows the rolling one-month volatility.

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.

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.