Performance analysis of Mesa Royalty Trust (MTR)
Annual Return
Over the past 3 years, MTR has had an average annual return of -42.74%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, MTR has had an average annual return of -6.87%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, MTR has had an average annual return of -4.15%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Nov 1, 1999, MTR has had an average annual return of -1.95%, underperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -26.83% | -23.59% | -54.12% | -35.40% | +315.66% | +61.95% | -38.25% | -30.42% | -36.21% | +88.22% | +55.67% | -68.59% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +37.53% | +19.26% | -48.86% | -13.31% | +44.25% | -1.06% | -35.41% | +48.70% | -18.89% | +12.68% | +30.62% | +46.47% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +4.79% | +17.11% | -4.17% | +2.44% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +18.08% | +1.37% | -5.31% | -1.11% | -20.44% | -18.21% | +0.32% | -26.83% | |||||
| 2025 | +16.74% | -9.23% | -0.10% | -15.41% | -3.97% | +10.16% | +4.71% | -1.94% | -4.18% | -10.38% | +0.37% | -8.85% | -23.59% |
| 2024 | -17.84% | -1.95% | +0.45% | -12.81% | -2.01% | -1.57% | -6.44% | -23.15% | -10.43% | +8.11% | +19.13% | -18.73% | -54.12% |
| 2023 | -12.65% | -10.85% | -4.36% | +14.52% | +31.03% | +6.19% | -20.80% | +0.52% | -21.83% | -12.38% | +37.80% | -27.54% | -35.40% |
| 2022 | +32.09% | +1.44% | +9.03% | +40.42% | +65.50% | -43.53% | +13.63% | +37.17% | -22.74% | +25.40% | +6.73% | +34.52% | +315.66% |
| 2021 | +14.92% | +4.37% | -3.05% | -3.17% | +17.95% | +22% | -5.50% | -3.87% | -0.53% | +15.14% | -10.40% | +7.21% | +61.95% |
| 2020 | +9.75% | -20.25% | -16.96% | +18.95% | +7.54% | -16.27% | -13.20% | -6.27% | -6.44% | +0% | +12.24% | -7.15% | -38.25% |
| 2019 | +21.65% | -10.35% | +8.71% | +17.86% | -21.88% | +2.45% | -12.67% | -21.80% | +11.34% | -5.94% | -9.41% | -3.98% | -30.42% |
| 2018 | -14.75% | -1.54% | -0.70% | +2.20% | +0.35% | -5.10% | -1.09% | +2.72% | -0.36% | -6.82% | +0.37% | -16.94% | -36.21% |
| 2017 | +21.08% | -16.41% | +24.09% | +11.80% | -15.06% | -4.48% | +9.55% | +9.89% | +12.44% | -1.95% | +16.58% | +6.78% | +88.22% |
Drawdown analysis of Mesa Royalty Trust (MTR)
The maximum drawdown for the MTR was -88.87%, occurring on Sep 24, 2020. Recovery took 668 trading sessions.
The current MTR drawdown is -88.00%.
Since Nov 1, 1999 MTR has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -88.87% | Jul 1, 2008 | 3080 | Sep 24, 2020 | 668 | May 22, 2023 | 3748 |
| -88.16% | May 24, 2023 | 777 | Jul 1, 2026 | Ongoing | Ongoing | Ongoing |
| -33.25% | Apr 10, 2001 | 323 | Jul 29, 2002 | 147 | Feb 27, 2003 | 470 |
| -27.52% | Oct 3, 2005 | 290 | Nov 27, 2006 | 160 | Jul 19, 2007 | 450 |
| -22.81% | Dec 3, 2007 | 34 | Jan 23, 2008 | 51 | Apr 7, 2008 | 85 |
| -17.21% | Dec 31, 1999 | 160 | Aug 18, 2000 | 102 | Jan 16, 2001 | 262 |
| -15.58% | Jul 20, 2007 | 19 | Aug 16, 2007 | 34 | Oct 4, 2007 | 53 |
| -14.06% | Nov 30, 2004 | 53 | Feb 15, 2005 | 122 | Aug 10, 2005 | 175 |
| -11.32% | May 30, 2003 | 7 | Jun 10, 2003 | 90 | Oct 16, 2003 | 97 |
| -10.88% | Jan 26, 2004 | 22 | Feb 26, 2004 | 48 | May 5, 2004 | 70 |
| -9.70% | Feb 27, 2003 | 12 | Mar 17, 2003 | 41 | May 14, 2003 | 53 |
| -8.33% | Nov 20, 2007 | 4 | Nov 27, 2007 | 4 | Dec 3, 2007 | 8 |
| -7.17% | Jun 1, 2004 | 19 | Jun 29, 2004 | 6 | Jul 8, 2004 | 25 |
| -5.14% | Aug 2, 2004 | 23 | Sep 2, 2004 | 21 | Oct 4, 2004 | 44 |
| -4.64% | May 30, 2008 | 3 | Jun 4, 2008 | 6 | Jun 12, 2008 | 9 |
| -4.53% | Oct 26, 2007 | 2 | Oct 30, 2007 | 2 | Nov 1, 2007 | 4 |
| -4.08% | Oct 12, 2004 | 1 | Oct 13, 2004 | 31 | Nov 26, 2004 | 32 |
| -4.02% | Apr 22, 2008 | 8 | May 2, 2008 | 13 | May 21, 2008 | 21 |
| -3.99% | May 22, 2003 | 1 | May 23, 2003 | 4 | May 30, 2003 | 5 |
| -3.98% | Feb 7, 2001 | 4 | Feb 13, 2001 | 7 | Feb 23, 2001 | 11 |
| -3.75% | May 21, 2008 | 1 | May 22, 2008 | 5 | May 30, 2008 | 6 |
| -2.75% | Nov 1, 2007 | 1 | Nov 2, 2007 | 1 | Nov 5, 2007 | 2 |
| -2.72% | Aug 31, 2005 | 10 | Sep 15, 2005 | 4 | Sep 21, 2005 | 14 |
| -2.47% | Dec 10, 2003 | 7 | Dec 19, 2003 | 15 | Jan 13, 2004 | 22 |
| -2.45% | Jun 18, 2008 | 2 | Jun 20, 2008 | 5 | Jun 27, 2008 | 7 |