Performance analysis of Permian Basin Royalty Trust (PBT)
Annual Return
Over the past 3 years, PBT has had an average annual return of +8.77%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, PBT has had an average annual return of +50.54%, outperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, PBT has had an average annual return of +21.84%, outperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, PBT has had an average annual return of +14.72%, outperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +71.61% | +56.74% | -16.92% | -42.84% | +166.24% | +218.40% | -7.73% | -29.15% | -28.12% | +23.24% | +61.77% | -44.50% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -19.80% | +11.80% | -36.21% | -4.17% | +68.94% | +12.86% | -4.00% | +9.68% | +12.81% | +21.80% | +84.64% | +44.01% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +29.62% | +0.80% | +23.57% | +5.59% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.72% | +8.52% | +8.80% | +4.50% | +24.77% | +3.50% | +71.61% | ||||||
| 2025 | -1.53% | -2.23% | -6.60% | -0.81% | +13.34% | +12.37% | +7.59% | +25.29% | +9.58% | +1.38% | -3.20% | -4.80% | +56.74% |
| 2024 | +2.58% | -4.72% | -10.53% | -4.26% | +6.17% | -7.03% | +1.33% | -1.22% | +7.09% | -9.17% | +25.74% | -17.89% | -16.92% |
| 2023 | -6.44% | +6.29% | -2.23% | -1.77% | +3.11% | +1.39% | -3.04% | -15.05% | +3.82% | -6.39% | -14.32% | -16.53% | -42.84% |
| 2022 | +25.46% | +6.17% | -6.44% | +5.12% | +34.33% | -5.42% | +21.82% | -11.55% | -5.31% | +27.92% | -1.15% | +23.97% | +166.24% |
| 2021 | +3.67% | +18.89% | -1.45% | -5.33% | +14.98% | +31.42% | -3.54% | -2.79% | +10.01% | +41.06% | +12.93% | +11.52% | +218.40% |
| 2020 | -0.18% | -0.45% | -23.68% | +12.51% | +17.02% | -10.03% | +3.81% | -12.02% | -16.94% | -7.53% | +25.15% | +17.01% | -7.73% |
| 2019 | +16.34% | +18.90% | -6.61% | -13.06% | -11.25% | +6.46% | -12.58% | -5.05% | +5.25% | -21.44% | -8.66% | +6.51% | -29.15% |
| 2018 | +4.39% | +0.14% | +6.30% | +3.96% | -0.75% | -4.83% | -0.46% | -3.81% | -9.35% | -6.09% | -7.96% | -12.18% | -28.12% |
| 2017 | +16.18% | +4.82% | +1.71% | +2.31% | +1.70% | -9.14% | +4.49% | -9.78% | +7.76% | +6.37% | +2.62% | -5.10% | +23.24% |
Drawdown analysis of Permian Basin Royalty Trust (PBT)
The maximum drawdown for the PBT was -83.18%, occurring on Oct 28, 2020. Recovery took 303 trading sessions.
The current PBT drawdown is -6.51%.
Since Nov 1, 1999 PBT has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 9 times
- 10% or more: 30 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -83.18% | Mar 28, 2012 | 2161 | Oct 28, 2020 | 303 | Jan 11, 2022 | 2464 |
| -70.20% | Jul 1, 2008 | 162 | Feb 23, 2009 | 430 | Nov 4, 2010 | 592 |
| -65.06% | Apr 10, 2023 | 500 | Apr 7, 2025 | 274 | May 11, 2026 | 774 |
| -32.66% | Jun 9, 2022 | 17 | Jul 6, 2022 | 79 | Oct 26, 2022 | 96 |
| -27.03% | Mar 4, 2005 | 29 | Apr 15, 2005 | 50 | Jun 27, 2005 | 79 |
| -23.20% | Jan 29, 2003 | 32 | Mar 17, 2003 | 46 | May 21, 2003 | 78 |
| -23.13% | Dec 31, 1999 | 69 | Apr 10, 2000 | 96 | Aug 25, 2000 | 165 |
| -22.07% | Sep 17, 2001 | 226 | Aug 9, 2002 | 82 | Dec 5, 2002 | 308 |
| -21.60% | Apr 22, 2008 | 7 | May 1, 2008 | 42 | Jul 1, 2008 | 49 |
| -19.80% | Dec 30, 2022 | 3 | Jan 5, 2023 | 9 | Jan 19, 2023 | 12 |
| -19.69% | Mar 25, 2022 | 11 | Apr 11, 2022 | 28 | May 20, 2022 | 39 |
| -18.89% | Jan 12, 2022 | 25 | Feb 17, 2022 | 25 | Mar 25, 2022 | 50 |
| -18.64% | Nov 29, 2006 | 73 | Mar 19, 2007 | 146 | Oct 15, 2007 | 219 |
| -17.48% | Jul 25, 2011 | 50 | Oct 4, 2011 | 98 | Feb 24, 2012 | 148 |
| -16.90% | Nov 30, 2004 | 6 | Dec 8, 2004 | 53 | Feb 24, 2005 | 59 |
| -15.51% | Jan 25, 2023 | 34 | Mar 15, 2023 | 13 | Apr 3, 2023 | 47 |
| -13.86% | Jul 22, 2005 | 19 | Aug 18, 2005 | 29 | Sep 29, 2005 | 48 |
| -13.39% | May 14, 2001 | 35 | Jul 3, 2001 | 39 | Aug 28, 2001 | 74 |
| -13.34% | Mar 23, 2004 | 34 | May 11, 2004 | 26 | Jun 18, 2004 | 60 |
| -13.28% | Oct 26, 2004 | 5 | Nov 2, 2004 | 15 | Nov 23, 2004 | 20 |
| -12.90% | Nov 9, 2010 | 83 | Mar 10, 2011 | 82 | Jul 7, 2011 | 165 |
| -12.43% | Nov 8, 2022 | 8 | Nov 18, 2022 | 15 | Dec 12, 2022 | 23 |
| -12.31% | Apr 17, 2006 | 40 | Jun 13, 2006 | 30 | Jul 26, 2006 | 70 |
| -11.90% | Jan 24, 2006 | 30 | Mar 8, 2006 | 16 | Mar 30, 2006 | 46 |
| -11.73% | Jan 26, 2004 | 9 | Feb 6, 2004 | 23 | Mar 11, 2004 | 32 |