Performance analysis of North European Oil Royalty Trust (NRT)
Annual Return
Over the past 3 years, NRT has had an average annual return of -11.84%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, NRT has had an average annual return of +16.51%, outperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, NRT has had an average annual return of +9.28%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 1, 1999, NRT has had an average annual return of +7.73%, underperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +30.95% | +89.42% | -25.18% | -45.96% | +42.11% | +269.18% | -46.48% | +14.85% | -9.07% | +17.38% | -1.59% | -33.27% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -33.42% | -2.63% | -25.22% | +22.98% | -0.09% | +55.41% | -28.01% | -1.57% | +57.25% | +24.43% | -4.06% | +27.18% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +19.47% | +36.46% | +24.76% | +1.40% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +32.67% | -4.95% | +11.39% | -8.11% | -0.41% | -8.74% | +11.63% | +30.95% | |||||
| 2025 | +11.88% | -1.84% | +9.32% | -2.71% | +13.38% | -1.38% | -0.60% | +12.89% | +2.24% | +15.72% | +1.09% | +8.05% | +89.42% |
| 2024 | -13.38% | +7.05% | +11.01% | +21.17% | -0.50% | -8.17% | +3.12% | -10.92% | -7.57% | -2.29% | -19.50% | -1.70% | -25.18% |
| 2023 | +20.33% | -13.88% | +2.45% | +9.57% | +1.56% | +0.15% | +16.95% | -23.84% | +7.39% | -10.57% | -32.23% | -21.22% | -45.96% |
| 2022 | +13.89% | +33.37% | +8.05% | +24.22% | -7.80% | -31.87% | +38.47% | +2.56% | -14.80% | +7.54% | +4.49% | -18.39% | +42.11% |
| 2021 | +39.86% | -2.72% | +13.52% | +21.57% | +14.52% | +16.99% | +6.49% | -4.15% | +50.65% | -1.97% | -13.17% | +12.10% | +269.18% |
| 2020 | -6.94% | -30.83% | -29.68% | +29.66% | +42.30% | -33.27% | -4.76% | +10.81% | -8.39% | +6.10% | -3.49% | -3.00% | -46.48% |
| 2019 | +9.83% | +21.32% | -8.14% | +3.05% | -0.22% | +3.06% | +1.41% | -3.14% | -9.64% | +0.49% | -2.23% | +1.55% | +14.85% |
| 2018 | +22.99% | -1.60% | +0.36% | +5.31% | +1.08% | -6.25% | -0.87% | +3.40% | -4.69% | -6.86% | -7.89% | -10.49% | -9.07% |
| 2017 | +4.39% | +10.69% | -3.48% | -1.52% | +4.85% | -6.95% | -9.17% | +10.63% | +5.50% | -4.21% | +7.25% | +0.58% | +17.38% |
Drawdown analysis of North European Oil Royalty Trust (NRT)
The maximum drawdown for the NRT was -85.44%, occurring on Mar 24, 2020. Recovery took 485 trading sessions.
The current NRT drawdown is -31.97%.
Since Nov 1, 1999 NRT has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 4 times
- 30% or more: 4 times
- 20% or more: 9 times
- 10% or more: 19 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -85.44% | May 10, 2012 | 1979 | Mar 24, 2020 | 485 | Feb 24, 2022 | 2464 |
| -73.52% | Jul 24, 2023 | 352 | Dec 13, 2024 | Ongoing | Ongoing | Ongoing |
| -48.96% | May 14, 2008 | 104 | Oct 10, 2008 | 193 | Jul 20, 2009 | 297 |
| -41.59% | May 4, 2022 | 216 | Mar 15, 2023 | 89 | Jul 24, 2023 | 305 |
| -26.87% | Mar 7, 2022 | 7 | Mar 16, 2022 | 15 | Apr 6, 2022 | 22 |
| -26.80% | Aug 11, 2006 | 27 | Sep 20, 2006 | 401 | Apr 25, 2008 | 428 |
| -24.68% | Jul 28, 2009 | 280 | Sep 7, 2010 | 165 | May 3, 2011 | 445 |
| -21.43% | Sep 21, 2005 | 83 | Jan 20, 2006 | 59 | Apr 17, 2006 | 142 |
| -21.12% | Jul 10, 2002 | 97 | Nov 25, 2002 | 123 | May 23, 2003 | 220 |
| -19.75% | Apr 8, 2022 | 10 | Apr 25, 2022 | 4 | Apr 29, 2022 | 14 |
| -16.08% | Jan 7, 2004 | 89 | May 14, 2004 | 18 | Jun 10, 2004 | 107 |
| -14.81% | Apr 27, 2001 | 102 | Sep 27, 2001 | 18 | Oct 23, 2001 | 120 |
| -14.43% | Aug 8, 2005 | 7 | Aug 17, 2005 | 24 | Sep 21, 2005 | 31 |
| -13.79% | Jan 31, 2000 | 49 | Apr 10, 2000 | 50 | Jun 21, 2000 | 99 |
| -13.68% | Sep 29, 2000 | 32 | Nov 14, 2000 | 51 | Jan 30, 2001 | 83 |
| -12.84% | Aug 31, 2011 | 23 | Oct 4, 2011 | 27 | Nov 10, 2011 | 50 |
| -12.50% | May 9, 2002 | 3 | May 14, 2002 | 33 | Jul 1, 2002 | 36 |
| -12.23% | Nov 12, 1999 | 15 | Dec 6, 1999 | 38 | Jan 31, 2000 | 53 |
| -12.17% | Jun 15, 2004 | 70 | Sep 23, 2004 | 93 | Feb 4, 2005 | 163 |
| -9.81% | Feb 24, 2022 | 1 | Feb 25, 2022 | 2 | Mar 1, 2022 | 3 |
| -9.77% | Sep 2, 2003 | 21 | Oct 1, 2003 | 23 | Nov 3, 2003 | 44 |
| -9.52% | Nov 10, 2011 | 7 | Nov 21, 2011 | 90 | Apr 2, 2012 | 97 |
| -9.39% | Apr 28, 2008 | 4 | May 2, 2008 | 3 | May 7, 2008 | 7 |
| -9.07% | May 30, 2003 | 4 | Jun 5, 2003 | 48 | Aug 13, 2003 | 52 |
| -9.05% | Jun 15, 2011 | 37 | Aug 8, 2011 | 17 | Aug 31, 2011 | 54 |