North European Oil Royalty Trust (NRT)

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The chart shows the growth of an initial investment of $10,000 in North European Oil 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.

North European Oil Royalty Trust (NRT) has returned 40.19% so far this year and 120.06% over the past 12 months. Over the last decade, NRT has posted an annualized return of 12.41%, slightly higher than the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Dec 30, 1987, NRT's average daily return is +0.06%, while the average monthly return is +1.08%. At this rate, your investment would double in approximately 5.4 years.

Historically, 56% of months were positive and 44% 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 45% 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 11.86%, 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 (45.34%) than losses (32.84%) — 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 93 for risk / return — in the top 93% 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 a chosen benchmark (S&P 500 Index).

North European Oil Royalty Trust provided a 11.00% dividend yield over the last twelve months, with an annual payout of $0.99 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 28.26%.

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.