NRT vs. MTR
Compare and contrast key facts about North European Oil Royalty Trust (NRT) and Mesa Royalty Trust (MTR).
Performance
NRT vs. MTR - Performance Comparison
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NRT vs. MTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NRT North European Oil Royalty Trust | 36.14% | 88.44% | -25.32% | -46.49% | 41.92% | 269.00% | -46.68% | 14.38% | -9.05% | 17.23% |
MTR Mesa Royalty Trust | 11.96% | -23.56% | -54.12% | -35.42% | 312.74% | 61.90% | -38.58% | -30.38% | -36.23% | 88.15% |
Fundamentals
NRT:
$1.39
MTR:
$0.22
NRT:
6.28
MTR:
21.89
NRT:
0.07
MTR:
0.28
NRT:
7.40
MTR:
14.58
NRT:
$8.14M
MTR:
$617.51K
NRT:
$8.14M
MTR:
$584.04K
NRT:
$7.59M
MTR:
$434.47K
Returns By Period
In the year-to-date period, NRT achieves a 36.14% return, which is significantly higher than MTR's 11.96% return. Over the past 10 years, NRT has outperformed MTR with an annualized return of 12.08%, while MTR has yielded a comparatively lower 2.04% annualized return.
NRT
- 1D
- -2.89%
- 1M
- -3.21%
- YTD
- 36.14%
- 6M
- 69.73%
- 1Y
- 112.82%
- 3Y*
- -0.99%
- 5Y*
- 28.71%
- 10Y*
- 12.08%
MTR
- 1D
- -1.23%
- 1M
- -7.01%
- YTD
- 11.96%
- 6M
- -7.23%
- 1Y
- -19.37%
- 3Y*
- -30.17%
- 5Y*
- 7.16%
- 10Y*
- 2.04%
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Return for Risk
NRT vs. MTR — Risk / Return Rank
NRT
MTR
NRT vs. MTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for North European Oil Royalty Trust (NRT) and Mesa Royalty Trust (MTR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| NRT | MTR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.20 | -0.27 | +2.47 |
Sortino ratioReturn per unit of downside risk | 2.85 | 0.08 | +2.77 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.01 | +0.34 |
Calmar ratioReturn relative to maximum drawdown | 6.90 | -0.37 | +7.27 |
Martin ratioReturn relative to average drawdown | 17.31 | -0.51 | +17.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NRT | MTR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.20 | -0.27 | +2.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.10 | +0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | 0.03 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.06 | +0.16 |
Correlation
The correlation between NRT and MTR is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
NRT vs. MTR - Dividend Comparison
NRT's dividend yield for the trailing twelve months is around 11.33%, more than MTR's 4.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NRT North European Oil Royalty Trust | 11.33% | 12.31% | 11.88% | 38.77% | 14.42% | 4.70% | 11.00% | 13.87% | 12.07% | 10.92% | 10.15% | 17.45% |
MTR Mesa Royalty Trust | 4.29% | 5.38% | 3.57% | 11.28% | 8.95% | 6.87% | 7.18% | 13.10% | 10.98% | 8.20% | 5.94% | 13.75% |
Drawdowns
NRT vs. MTR - Drawdown Comparison
The maximum NRT drawdown since its inception was -85.53%, roughly equal to the maximum MTR drawdown of -88.90%. Use the drawdown chart below to compare losses from any high point for NRT and MTR.
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Drawdown Indicators
| NRT | MTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.53% | -88.90% | +3.37% |
Max Drawdown (1Y)Largest decline over 1 year | -16.48% | -51.53% | +35.05% |
Max Drawdown (5Y)Largest decline over 5 years | -73.79% | -84.35% | +10.56% |
Max Drawdown (10Y)Largest decline over 10 years | -73.79% | -84.35% | +10.56% |
Current DrawdownCurrent decline from peak | -30.34% | -81.64% | +51.30% |
Average DrawdownAverage peak-to-trough decline | -23.33% | -31.91% | +8.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.57% | 37.21% | -30.64% |
Volatility
NRT vs. MTR - Volatility Comparison
North European Oil Royalty Trust (NRT) has a higher volatility of 20.24% compared to Mesa Royalty Trust (MTR) at 13.27%. This indicates that NRT's price experiences larger fluctuations and is considered to be riskier than MTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NRT | MTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 20.24% | 13.27% | +6.97% |
Volatility (6M)Calculated over the trailing 6-month period | 42.28% | 33.65% | +8.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 51.56% | 71.10% | -19.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 60.21% | 73.54% | -13.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 52.88% | 69.84% | -16.96% |
Financials
NRT vs. MTR - Financials Comparison
This section allows you to compare key financial metrics between North European Oil Royalty Trust and Mesa Royalty Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities