VOC vs. NRT
Compare and contrast key facts about VOC Energy Trust (VOC) and North European Oil Royalty Trust (NRT).
Performance
VOC vs. NRT - Performance Comparison
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VOC vs. NRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VOC VOC Energy Trust | 32.07% | -35.74% | -24.87% | -23.37% | 161.55% | 138.08% | -47.61% | 45.58% | -30.78% | 108.09% |
NRT North European Oil Royalty Trust | 40.19% | 88.44% | -25.32% | -46.49% | 41.92% | 269.00% | -46.68% | 14.38% | -9.05% | 17.23% |
Fundamentals
VOC:
$0.51
NRT:
$1.39
VOC:
6.85
NRT:
6.46
VOC:
0.12
NRT:
0.08
VOC:
6.01
NRT:
7.62
VOC:
$9.78M
NRT:
$8.14M
VOC:
$9.78M
NRT:
$8.14M
VOC:
$16.90M
NRT:
$7.59M
Returns By Period
In the year-to-date period, VOC achieves a 32.07% return, which is significantly lower than NRT's 40.19% return. Over the past 10 years, VOC has outperformed NRT with an annualized return of 15.69%, while NRT has yielded a comparatively lower 12.41% annualized return.
VOC
- 1D
- -4.95%
- 1M
- 6.13%
- YTD
- 32.07%
- 6M
- 26.11%
- 1Y
- 26.18%
- 3Y*
- -15.67%
- 5Y*
- 13.79%
- 10Y*
- 15.69%
NRT
- 1D
- -0.66%
- 1M
- 11.39%
- YTD
- 40.19%
- 6M
- 77.02%
- 1Y
- 120.06%
- 3Y*
- -0.02%
- 5Y*
- 29.46%
- 10Y*
- 12.41%
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Return for Risk
VOC vs. NRT — Risk / Return Rank
VOC
NRT
VOC vs. NRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VOC Energy Trust (VOC) and North European Oil Royalty Trust (NRT). 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.
| VOC | NRT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 2.35 | -1.79 |
Sortino ratioReturn per unit of downside risk | 1.16 | 2.96 | -1.81 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.37 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 7.54 | -6.33 |
Martin ratioReturn relative to average drawdown | 2.48 | 19.01 | -16.53 |
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
| VOC | NRT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 2.35 | -1.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.49 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.24 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.01 | 0.22 | -0.23 |
Correlation
The correlation between VOC and NRT is 0.23, 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
VOC vs. NRT - Dividend Comparison
VOC's dividend yield for the trailing twelve months is around 12.72%, more than NRT's 11.00% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOC VOC Energy Trust | 12.72% | 16.11% | 15.27% | 12.43% | 12.30% | 10.87% | 10.14% | 15.01% | 19.67% | 8.36% | 8.96% | 19.11% |
NRT North European Oil Royalty Trust | 11.00% | 12.31% | 11.88% | 38.77% | 14.42% | 4.70% | 11.00% | 13.87% | 12.07% | 10.92% | 10.15% | 17.45% |
Drawdowns
VOC vs. NRT - Drawdown Comparison
The maximum VOC drawdown since its inception was -87.00%, roughly equal to the maximum NRT drawdown of -85.53%. Use the drawdown chart below to compare losses from any high point for VOC and NRT.
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Drawdown Indicators
| VOC | NRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.00% | -85.53% | -1.47% |
Max Drawdown (1Y)Largest decline over 1 year | -21.62% | -16.48% | -5.14% |
Max Drawdown (5Y)Largest decline over 5 years | -75.56% | -73.79% | -1.77% |
Max Drawdown (10Y)Largest decline over 10 years | -78.42% | -73.79% | -4.63% |
Current DrawdownCurrent decline from peak | -61.30% | -28.26% | -33.04% |
Average DrawdownAverage peak-to-trough decline | -47.84% | -23.32% | -24.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.55% | 6.54% | +4.01% |
Volatility
VOC vs. NRT - Volatility Comparison
VOC Energy Trust (VOC) and North European Oil Royalty Trust (NRT) have volatilities of 19.41% and 20.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VOC | NRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.41% | 20.07% | -0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 30.85% | 42.18% | -11.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 46.96% | 51.48% | -4.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 49.17% | 60.20% | -11.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 54.66% | 52.88% | +1.78% |
Financials
VOC vs. NRT - Financials Comparison
This section allows you to compare key financial metrics between VOC Energy Trust and North European Oil 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