VOC Energy Trust (VOC)

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The chart shows the growth of an initial investment of $10,000 in VOC Energy Trust, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

VOC Energy Trust (VOC) has returned 32.07% so far this year and 26.18% over the past 12 months. Looking at the last ten years, VOC has achieved an annualized return of 15.69%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since May 6, 2011, VOC's average daily return is +0.05%, while the average monthly return is +0.87%. At this rate, your investment would double in approximately 6.7 years.

Historically, 53% of months were positive and 47% were negative. The best month was Apr 2017 with a return of +44.6%, while the worst month was Mar 2020 at -56.1%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, VOC closed higher 48% of trading days. The best single day was Jun 8, 2020 with a return of +37.3%, while the worst single day was Mar 9, 2020 at -23.0%.

VOC Energy Trust has an annualized alpha of 3.83%, beta of 0.69, and R² of 0.06 versus S&P 500 Index. Calculated based on daily prices since May 09, 2011.

• This stock participated in 142.30% of S&P 500 Index downside but only 87.69% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.69 may look defensive, but with R² of 0.06 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 0.06 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.

VOC ranks 61 for risk / return — better than 61% 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 VOC Energy Trust (VOC) and compare them to a chosen benchmark (S&P 500 Index).

VOC Energy Trust provided a 12.72% dividend yield over the last twelve months, with an annual payout of $0.44 per share.

The table displays the monthly dividend distributions for VOC Energy 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 VOC Energy 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 VOC Energy Trust was 87.00%, occurring on Jan 19, 2016. Recovery took 1545 trading sessions.

The current VOC Energy Trust drawdown is 61.30%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of VOC Energy 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 VOC Energy 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.