Permian Basin Royalty Trust (PBT)

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Permian Basin Royalty Trust (PBT) is up 51.4% since the beginning of the year. At $26 per share, PBT is trading 20.7% below its 52-week high of $32. Investors who bought $1,000 worth of PBT shares 5 years ago would now be looking at an investment worth $5,776.

Permian Basin Royalty Trust (PBT) has returned 51.40% so far this year and 116.28% over the past 12 months. Looking at the last ten years, PBT has achieved an annualized return of 20.05%, outperforming the S&P 500 Index benchmark, which averaged 13.71% per year.

Based on dividend-adjusted daily data since Dec 30, 1987, PBT's average daily return is +0.07%, while the average monthly return is +1.40%. At this rate, an investment would double in approximately 4.2 years.

Historically, 54% of months were positive and 46% were negative. The best month was Oct 2021 with a return of +41.1%, while the worst month was Feb 2009 at -26.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 8 months.

On a daily basis, PBT closed higher 43% of trading days. The best single day was Aug 12, 1993 with a return of +22.4%, while the worst single day was Feb 18, 2009 at -17.2%.

Permian Basin Royalty Trust has an annualized alpha of 14.97%, beta of 0.45, and R2 of 0.05 versus S&P 500 Index. Calculated based on daily prices since December 30, 1987.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (60.40%) than losses (31.61%) - typical of diversified or defensive assets.
• Beta of 0.45 may look defensive, but with R2 of 0.05 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 0.05 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.

PBT 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.

Permian Basin Royalty Trust provided a 1.39% dividend yield over the last twelve months, with an annual payout of $0.36 per share.

The table displays the monthly dividend distributions for Permian Basin 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 Permian Basin 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 Permian Basin Royalty Trust was 83.17%, occurring on Oct 28, 2020. Recovery took 303 trading sessions.

The current Permian Basin Royalty Trust drawdown is 17.52%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Permian Basin 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 Permian Basin 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.