Permianville Royalty Trust (PVL)

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Permianville Royalty Trust (PVL) is up 2.4% since the beginning of the year. At $2 per share, PVL is trading 12.3% below its 52-week high of $2. Investors who bought $1,000 worth of PVL shares 5 years ago would now be looking at an investment worth $1,540.

Permianville Royalty Trust (PVL) has returned 2.40% so far this year and 5.86% over the past 12 months. Over the last ten years, PVL has returned 1.75% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% 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 +0.53%. At this rate, an investment would double in approximately 10.9 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 46% 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 -1.75%, beta of 0.54, and R2 of 0.03 versus S&P 500 Index. Calculated based on daily prices since November 03, 2011.

• This stock participated in 140.89% of S&P 500 Index downside but only 47.00% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.54 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 48 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

Permianville Royalty Trust provided a 9.78% dividend yield over the last twelve months, with an annual payout of $0.18 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 69.33%.

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.