NRT vs. VOC
NRT (North European Oil Royalty Trust) and VOC (VOC Energy Trust) are both stocks. Both are in the Energy sector — NRT in Oil & Gas Midstream, VOC in Oil & Gas E&P. Over the past 10 years, NRT returned 8.61%/yr vs 10.80%/yr for VOC. At a 0.24 correlation, their price movements are largely independent.
Performance
NRT vs. VOC - Performance Comparison
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Returns By Period
In the year-to-date period, NRT achieves a 18.04% return, which is significantly higher than VOC's 6.30% return. Over the past 10 years, NRT has underperformed VOC with an annualized return of 8.61%, while VOC has yielded a comparatively higher 10.80% annualized return.
NRT
- 1D
- 4.98%
- 1M
- -6.70%
- YTD
- 18.04%
- 6M
- 19.87%
- 1Y
- 65.52%
- 3Y*
- -8.41%
- 5Y*
- 13.91%
- 10Y*
- 8.61%
VOC
- 1D
- 0.37%
- 1M
- -13.42%
- YTD
- 6.30%
- 6M
- 4.37%
- 1Y
- 3.79%
- 3Y*
- -20.57%
- 5Y*
- 2.32%
- 10Y*
- 10.80%
NRT vs. VOC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NRT North European Oil Royalty Trust | 18.04% | 88.44% | -25.32% | -46.49% | 41.92% | 269.00% | -46.68% | 14.38% | -9.05% | 17.23% |
VOC VOC Energy Trust | 6.30% | -35.74% | -24.87% | -23.37% | 161.55% | 138.08% | -47.61% | 45.58% | -30.78% | 108.09% |
Correlation
The correlation between NRT and VOC is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since May 6, 2011 | 0.24 |
Fundamentals
NRT:
$1.36
VOC:
$0.47
NRT:
5.42
VOC:
5.81
NRT:
0.06
VOC:
0.38
NRT:
6.44
VOC:
5.14
NRT:
$7.90M
VOC:
$6.72M
NRT:
$7.62M
VOC:
$6.67M
NRT:
$7.29M
VOC:
$5.95M
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Return for Risk
NRT vs. VOC — Risk / Return Rank
NRT
VOC
NRT vs. VOC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for North European Oil Royalty Trust (NRT) and VOC Energy Trust (VOC). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NRT | VOC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.13 | ||
| Sortino ratioReturn per unit of downside risk | +1.43 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.05 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 2.53 | 0.16 | +2.37 |
| Martin ratioReturn relative to average drawdown | 7.17 | 0.33 | +6.84 |
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Drawdowns
NRT vs. VOC - Drawdown Comparison
The maximum NRT drawdown since its inception was -85.53%, roughly equal to the maximum VOC drawdown of -87.00%. Use the drawdown chart below to compare losses from any high point for NRT and VOC.
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Drawdown Indicators
| NRT | VOC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.53% | -87.00% | +1.47% |
Max Drawdown (1Y)Largest decline over 1 year | -26.04% | -24.40% | -1.64% |
Max Drawdown (3Y)Largest decline over 3 years | -73.57% | -71.12% | -2.45% |
Max Drawdown (5Y)Largest decline over 5 years | -73.79% | -75.56% | +1.77% |
Max Drawdown (10Y)Largest decline over 10 years | -73.79% | -78.42% | +4.63% |
Current DrawdownCurrent decline from peak | -39.60% | -68.85% | +29.25% |
Average DrawdownAverage peak-to-trough decline | -23.39% | -48.07% | +24.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.19% | 11.43% | -2.24% |
Volatility
NRT vs. VOC - Volatility Comparison
North European Oil Royalty Trust (NRT) has a higher volatility of 11.07% compared to VOC Energy Trust (VOC) at 10.47%. This indicates that NRT's price experiences larger fluctuations and is considered to be riskier than VOC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NRT | VOC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.07% | 10.47% | +0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 45.61% | 31.96% | +13.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 53.79% | 40.57% | +13.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 60.58% | 48.69% | +11.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 53.12% | 54.24% | -1.12% |
Dividends
NRT vs. VOC - Dividend Comparison
NRT's dividend yield for the trailing twelve months is around 13.69%, less than VOC's 14.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NRT North European Oil Royalty Trust | 13.69% | 12.31% | 11.88% | 38.77% | 14.42% | 4.70% | 11.00% | 13.87% | 12.07% | 10.92% | 10.15% | 17.45% |
VOC VOC Energy Trust | 14.94% | 16.11% | 15.27% | 12.43% | 12.30% | 10.87% | 10.14% | 15.01% | 19.67% | 8.36% | 8.96% | 19.11% |
Financials
NRT vs. VOC - Financials Comparison
This section allows you to compare key financial metrics between North European Oil Royalty Trust and VOC Energy 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
Frequently Asked Questions
NRT and VOC have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NRT has higher volatility (11.07%) compared to VOC (10.47%). In terms of maximum drawdown, NRT dropped -85.53% vs VOC's -87.00%.
NRT currently has the higher Sharpe Ratio (1.22 vs 0.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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