North European Oil Royalty Trust (NRT)

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North European Oil Royalty Trust (NRT) is up 30.7% since the beginning of the year. At $8 per share, NRT is trading 22.1% below its 52-week high of $10. Investors who bought $1,000 worth of NRT shares 5 years ago would now be looking at an investment worth $2,388.

North European Oil Royalty Trust (NRT) has returned 30.68% so far this year and 79.75% over the past 12 months. Over the last ten years, NRT has returned 10.14% 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, NRT's average daily return is +0.06%, while the average monthly return is +1.05%. At this rate, an investment would double in approximately 5.5 years.

Historically, 55% of months were positive and 45% were negative. The best month was Sep 2021 with a return of +50.7%, while the worst month was Jun 2020 at -33.3%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, NRT closed higher 46% of trading days. The best single day was Mar 25, 2020 with a return of +25.8%, while the worst single day was Nov 1, 2023 at -27.1%.

North European Oil Royalty Trust has an annualized alpha of 11.61%, beta of 0.29, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since December 31, 1987.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (43.57%) than losses (32.44%) - typical of diversified or defensive assets.
• Beta of 0.29 may look defensive, but with R2 of 0.02 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 0.02 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.

NRT ranks 82 for risk / return — in the top 82% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

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

North European Oil Royalty Trust provided a 12.36% dividend yield over the last twelve months, with an annual payout of $1.01 per share.

The table displays the monthly dividend distributions for North European Oil 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 North European Oil 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 North European Oil Royalty Trust was 85.53%, occurring on Mar 24, 2020. Recovery took 485 trading sessions.

The current North European Oil Royalty Trust drawdown is 33.13%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of North European Oil 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 North European Oil Royalty Trust is priced in the market compared to other companies in the Oil & Gas Midstream industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.