PermRock Royalty Trust (PRT)

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PermRock Royalty Trust (PRT) is down 22.8% since the beginning of the year. At $2 per share, PRT is trading 50.2% below its 52-week high of $4. Investors who bought $1,000 worth of PRT shares 5 years ago would now be looking at an investment worth $518.

PermRock Royalty Trust (PRT) has returned -22.79% so far this year and -41.99% over the past 12 months.

Based on dividend-adjusted daily data since May 2, 2018, PRT's average daily return is +0.01%, while the average monthly return is +0.18%. At this rate, an investment would double in approximately 32.1 years.

Historically, 50% of months were positive and 50% were negative. The best month was Nov 2020 with a return of +68.3%, while the worst month was Dec 2018 at -39.3%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.

On a daily basis, PRT closed higher 48% of trading days. The best single day was Mar 25, 2020 with a return of +57.4%, while the worst single day was Mar 18, 2020 at -44.3%.

PermRock Royalty Trust has an annualized alpha of -8.25%, beta of 0.74, and R2 of 0.06 versus S&P 500 Index. Calculated based on daily prices since May 03, 2018.

• This stock participated in 132.14% of S&P 500 Index downside but only 29.85% of its upside - more exposed to losses than it benefited from rallies.
• R2 of 0.06 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.

PRT ranks 4 for risk / return — in the bottom 4% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

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

PermRock Royalty Trust provided a 11.68% dividend yield over the last twelve months, with an annual payout of $0.25 per share.

The table displays the monthly dividend distributions for PermRock 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 PermRock 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 PermRock Royalty Trust was 91.42%, occurring on Mar 18, 2020. The portfolio has not yet recovered.

The current PermRock Royalty Trust drawdown is 73.50%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of PermRock 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 PermRock 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.