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PRT vs. CRT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between PRT and CRT is 0.26, 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.


-0.50.00.51.00.3

Performance

PRT vs. CRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PermRock Royalty Trust (PRT) and Cross Timbers Royalty Trust (CRT). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%15.00%AugustSeptemberOctoberNovemberDecember2025
7.60%
5.84%
PRT
CRT

Key characteristics

Sharpe Ratio

PRT:

-0.11

CRT:

-0.90

Sortino Ratio

PRT:

0.06

CRT:

-1.26

Omega Ratio

PRT:

1.01

CRT:

0.85

Calmar Ratio

PRT:

-0.05

CRT:

-0.55

Martin Ratio

PRT:

-0.28

CRT:

-1.08

Ulcer Index

PRT:

11.76%

CRT:

33.95%

Daily Std Dev

PRT:

30.65%

CRT:

40.69%

Max Drawdown

PRT:

-91.42%

CRT:

-83.46%

Current Drawdown

PRT:

-54.83%

CRT:

-60.30%

Fundamentals

Market Cap

PRT:

$49.15M

CRT:

$61.32M

EPS

PRT:

$0.41

CRT:

$1.13

PE Ratio

PRT:

9.85

CRT:

9.04

Total Revenue (TTM)

PRT:

$4.55M

CRT:

$8.02M

Gross Profit (TTM)

PRT:

$4.55M

CRT:

$13.67M

EBITDA (TTM)

PRT:

$4.05M

CRT:

$4.40M

Returns By Period

In the year-to-date period, PRT achieves a 14.77% return, which is significantly higher than CRT's 3.23% return.


PRT

YTD

14.77%

1M

12.32%

6M

7.61%

1Y

-3.39%

5Y*

0.67%

10Y*

N/A

CRT

YTD

3.23%

1M

2.84%

6M

5.83%

1Y

-36.56%

5Y*

13.45%

10Y*

1.81%

*Annualized

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

PRT vs. CRT — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PRT
The Risk-Adjusted Performance Rank of PRT is 4040
Overall Rank
The Sharpe Ratio Rank of PRT is 4242
Sharpe Ratio Rank
The Sortino Ratio Rank of PRT is 3636
Sortino Ratio Rank
The Omega Ratio Rank of PRT is 3636
Omega Ratio Rank
The Calmar Ratio Rank of PRT is 4545
Calmar Ratio Rank
The Martin Ratio Rank of PRT is 4343
Martin Ratio Rank

CRT
The Risk-Adjusted Performance Rank of CRT is 1212
Overall Rank
The Sharpe Ratio Rank of CRT is 66
Sharpe Ratio Rank
The Sortino Ratio Rank of CRT is 88
Sortino Ratio Rank
The Omega Ratio Rank of CRT is 1010
Omega Ratio Rank
The Calmar Ratio Rank of CRT is 1515
Calmar Ratio Rank
The Martin Ratio Rank of CRT is 2323
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PRT vs. CRT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for PermRock Royalty Trust (PRT) and Cross Timbers Royalty Trust (CRT). 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.


Sharpe ratio
The chart of Sharpe ratio for PRT, currently valued at -0.11, compared to the broader market-2.000.002.00-0.11-0.90
The chart of Sortino ratio for PRT, currently valued at 0.06, compared to the broader market-4.00-2.000.002.004.000.06-1.26
The chart of Omega ratio for PRT, currently valued at 1.01, compared to the broader market0.501.001.502.001.010.85
The chart of Calmar ratio for PRT, currently valued at -0.05, compared to the broader market0.002.004.006.00-0.05-0.55
The chart of Martin ratio for PRT, currently valued at -0.28, compared to the broader market-30.00-20.00-10.000.0010.0020.00-0.28-1.08
PRT
CRT

The current PRT Sharpe Ratio is -0.11, which is higher than the CRT Sharpe Ratio of -0.90. The chart below compares the historical Sharpe Ratios of PRT and CRT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.50-1.00-0.500.00AugustSeptemberOctoberNovemberDecember2025
-0.11
-0.90
PRT
CRT

Dividends

PRT vs. CRT - Dividend Comparison

PRT's dividend yield for the trailing twelve months is around 10.50%, more than CRT's 9.25% yield.


TTM20242023202220212020201920182017201620152014
PRT
PermRock Royalty Trust
10.50%12.05%11.65%13.11%8.67%5.98%13.51%21.66%0.00%0.00%0.00%0.00%
CRT
Cross Timbers Royalty Trust
9.25%9.55%10.97%7.69%9.70%9.44%10.05%13.08%6.86%5.90%10.41%15.33%

Drawdowns

PRT vs. CRT - Drawdown Comparison

The maximum PRT drawdown since its inception was -91.42%, which is greater than CRT's maximum drawdown of -83.46%. Use the drawdown chart below to compare losses from any high point for PRT and CRT. For additional features, visit the drawdowns tool.


-66.00%-64.00%-62.00%-60.00%-58.00%-56.00%-54.00%AugustSeptemberOctoberNovemberDecember2025
-54.83%
-60.30%
PRT
CRT

Volatility

PRT vs. CRT - Volatility Comparison

PermRock Royalty Trust (PRT) has a higher volatility of 14.01% compared to Cross Timbers Royalty Trust (CRT) at 9.02%. This indicates that PRT's price experiences larger fluctuations and is considered to be riskier than CRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


6.00%8.00%10.00%12.00%14.00%16.00%18.00%AugustSeptemberOctoberNovemberDecember2025
14.01%
9.02%
PRT
CRT

Financials

PRT vs. CRT - Financials Comparison

This section allows you to compare key financial metrics between PermRock Royalty Trust and Cross Timbers 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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