Permianville Royalty Trust (PVL)

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The chart shows the growth of an initial investment of $10,000 in Permianville 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.

Permianville Royalty Trust (PVL) has returned 4.50% so far this year and 28.41% over the past 12 months. Over the last ten years, PVL has returned 5.89% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Nov 3, 2011, PVL's average daily return is +0.02%, while the average monthly return is +0.56%. At this rate, your investment would double in approximately 10.3 years.

Historically, 53% of months were positive and 47% were negative. The best month was Jan 2021 with a return of +62.7%, while the worst month was Mar 2020 at -39.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 7 months.

On a daily basis, PVL closed higher 47% of trading days. The best single day was Jan 28, 2021 with a return of +51.4%, while the worst single day was Oct 23, 2017 at -27.2%.

Permianville Royalty Trust has an annualized alpha of -1.09%, beta of 0.55, and R² of 0.03 versus S&P 500 Index. Calculated based on daily prices since November 04, 2011.

• This stock participated in 142.89% of S&P 500 Index downside but only 52.14% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.55 may look defensive, but with R² of 0.03 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 0.03 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.

PVL ranks 68 for risk / return — better than 68% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Permianville Royalty Trust (PVL) and compare them to a chosen benchmark (S&P 500 Index).

Permianville Royalty Trust provided a 8.16% dividend yield over the last twelve months, with an annual payout of $0.15 per share.

The table displays the monthly dividend distributions for Permianville 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 Permianville 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 Permianville Royalty Trust was 95.05%, occurring on Nov 9, 2020. The portfolio has not yet recovered.

The current Permianville Royalty Trust drawdown is 68.70%.

The chart below shows the rolling one-month volatility.

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