Performance analysis of Cross Timbers Royalty Trust (CRT)
Annual Return
Over the past 3 years, CRT has had an average annual return of -17.10%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, CRT has had an average annual return of +3.88%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, CRT has had an average annual return of +2.12%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, CRT has had an average annual return of +8.34%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +24.46% | -13.24% | -39.15% | -24.22% | +146.86% | +53.37% | +5.42% | -13.08% | -17.93% | -12.71% | +47.37% | -18.73% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -35.58% | +18.29% | -41.36% | +30.85% | +27.91% | +29.95% | -24.31% | -11.91% | +13.13% | +32.19% | +50.86% | +62.49% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +15.11% | +33.91% | +83.42% | -14.41% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +11.11% | +2.96% | +17.43% | +2.36% | -1.86% | -13.73% | +6.91% | +24.46% | |||||
| 2025 | +6.92% | +4.73% | +21.82% | -20.87% | -3.26% | -0.44% | -7.07% | -3.79% | -13.95% | +0.13% | +19.69% | -9.49% | -13.24% |
| 2024 | +2.74% | -4.06% | -23.58% | +2.83% | +7.97% | -24.16% | -3.37% | -6.72% | +11.28% | -3.36% | +8.70% | -8.94% | -39.15% |
| 2023 | +6.47% | -35.57% | +10.16% | +10.96% | +3.62% | +4.91% | -7.16% | +3.13% | -5.79% | -9.09% | +7.47% | -5.67% | -24.22% |
| 2022 | +25.04% | +10.37% | -15.46% | +15.43% | +32.03% | -21.33% | +21.83% | +22.50% | -12.06% | +14.88% | +5.73% | +10.70% | +146.86% |
| 2021 | -5.97% | +16.04% | -4.00% | +17.31% | -0.12% | +22.52% | +4.32% | +0.80% | +16.17% | -1.81% | -14.29% | -0.81% | +53.37% |
| 2020 | -4.21% | -9.24% | -21.87% | +16.45% | +11.08% | +3.09% | -15.35% | +1.55% | -11.87% | +35.14% | +10.35% | +3% | +5.42% |
| 2019 | +13.49% | -8.23% | +2.24% | +6.29% | -1.81% | +8.35% | -11.08% | -10.99% | -14.20% | +2.42% | -3.24% | +7.26% | -13.08% |
| 2018 | +3.59% | +1.39% | -3.22% | -6.63% | +5.27% | +3.62% | +3.06% | +5.32% | -3.92% | +2.61% | -3.49% | -23.24% | -17.93% |
| 2017 | -0.50% | -9.05% | -8.63% | +9.01% | -3.43% | +0.96% | -1.07% | -3.70% | +1.76% | +2.73% | +2.50% | -2.71% | -12.71% |
Drawdown analysis of Cross Timbers Royalty Trust (CRT)
The maximum drawdown for the CRT was -83.57%, occurring on Mar 18, 2020. Recovery took 613 trading sessions.
The current CRT drawdown is -58.41%.
Since Nov 1, 1999 CRT has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 10 times
- 10% or more: 23 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -83.57% | Dec 27, 2011 | 2068 | Mar 18, 2020 | 613 | Aug 23, 2022 | 2681 |
| -75.33% | Jul 14, 2008 | 163 | Mar 6, 2009 | 698 | Dec 9, 2011 | 861 |
| -71.08% | Feb 14, 2023 | 672 | Oct 20, 2025 | Ongoing | Ongoing | Ongoing |
| -32.19% | May 10, 2001 | 38 | Jul 5, 2001 | 359 | Dec 11, 2002 | 397 |
| -29.05% | Aug 29, 2022 | 19 | Sep 26, 2022 | 47 | Dec 1, 2022 | 66 |
| -26.59% | Oct 3, 2005 | 175 | Jun 14, 2006 | 117 | Nov 29, 2006 | 292 |
| -25.10% | Nov 30, 2006 | 178 | Aug 17, 2007 | 140 | Mar 10, 2008 | 318 |
| -22.74% | Nov 22, 1999 | 14 | Dec 13, 1999 | 33 | Jan 31, 2000 | 47 |
| -22.62% | Mar 27, 2000 | 4 | Mar 31, 2000 | 31 | May 16, 2000 | 35 |
| -21.37% | Jul 14, 2003 | 48 | Sep 19, 2003 | 23 | Oct 22, 2003 | 71 |
| -19.74% | Feb 28, 2005 | 34 | Apr 18, 2005 | 94 | Aug 30, 2005 | 128 |
| -17.52% | Dec 15, 2003 | 35 | Feb 5, 2004 | 69 | May 14, 2004 | 104 |
| -17.27% | Mar 4, 2003 | 12 | Mar 20, 2003 | 23 | Apr 23, 2003 | 35 |
| -15.85% | Sep 25, 2000 | 31 | Nov 7, 2000 | 12 | Nov 24, 2000 | 43 |
| -15.69% | Dec 2, 2022 | 3 | Dec 7, 2022 | 12 | Dec 23, 2022 | 15 |
| -15.24% | Mar 3, 2000 | 6 | Mar 13, 2000 | 10 | Mar 27, 2000 | 16 |
| -13.47% | Nov 26, 2004 | 27 | Jan 5, 2005 | 17 | Jan 31, 2005 | 44 |
| -12.25% | Dec 27, 2022 | 6 | Jan 5, 2023 | 11 | Jan 23, 2023 | 17 |
| -12.03% | Oct 7, 2004 | 4 | Oct 13, 2004 | 22 | Nov 12, 2004 | 26 |
| -11.65% | Jan 16, 2003 | 9 | Jan 30, 2003 | 21 | Mar 3, 2003 | 30 |
| -11.16% | Jul 1, 2008 | 4 | Jul 8, 2008 | 4 | Jul 14, 2008 | 8 |
| -11.03% | Jun 2, 2003 | 4 | Jun 6, 2003 | 23 | Jul 10, 2003 | 27 |
| -10.31% | Mar 14, 2008 | 33 | May 1, 2008 | 5 | May 8, 2008 | 38 |
| -9.75% | Dec 4, 2000 | 3 | Dec 7, 2000 | 16 | Jan 2, 2001 | 19 |
| -9.36% | Jul 17, 2000 | 10 | Jul 31, 2000 | 14 | Aug 18, 2000 | 24 |