Performance analysis of PermRock Royalty Trust (PRT)
Annual Return
Over the past 3 years, PRT has had an average annual return of -14.75%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, PRT has had an average annual return of -12.28%, underperforming the benchmark SPY, which returned +14% annual.
Since May 2, 2018, PRT has had an average annual return of -14.14%, underperforming the benchmark SPY, which returned +15.76% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -22.79% | -12.76% | -11.53% | -37.57% | +24.33% | +194.53% | -49.20% | -0.24% | -57.79% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +26.13% | -5.55% | +0.24% | -14.22% | -28.89% | +6% | -22.79% | ||||||
| 2025 | +20.48% | +7.14% | -2.69% | -8.28% | +3.33% | +5.32% | -3.04% | +0.46% | -0.23% | +0.28% | -0.53% | -28.22% | -12.76% |
| 2024 | +1.64% | +2.82% | -7.63% | -1.38% | -6.40% | +3.70% | +5.67% | +2.95% | -4.09% | -1.78% | +4.43% | -10.53% | -11.53% |
| 2023 | +0.26% | -11.23% | +4% | -8.18% | -28.93% | +22.30% | +18.35% | -0.61% | +5.19% | -24.65% | -2.41% | -7.10% | -37.57% |
| 2022 | +22.71% | +13.54% | -5.02% | -14.81% | +31.65% | -21.11% | +7.99% | +8.25% | -18.27% | +5.89% | +2.39% | +2.53% | +24.33% |
| 2021 | +21.69% | +59.93% | +24.57% | -8.47% | +20.29% | +6.53% | -4.50% | -3.22% | +3.88% | +4.81% | +0.75% | +2.16% | +194.53% |
| 2020 | +1.64% | -22.69% | -36.66% | -24.81% | +4.31% | +40.21% | -26.42% | -3.30% | -8.78% | +2.01% | +68.28% | -16.71% | -49.20% |
| 2019 | +53.99% | -4.31% | -2.65% | +2.92% | +3.85% | -8.44% | -0% | -4.59% | +8.98% | -17.51% | -12.61% | -5.20% | -0.24% |
| 2018 | +7.87% | +0.96% | -1.81% | -12.60% | -9.77% | +3.40% | -20.19% | -39.35% | -57.79% |
Drawdown analysis of PermRock Royalty Trust (PRT)
The maximum drawdown for the PRT was -91.42%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current PRT drawdown is -73.36%.
Since May 2, 2018 PRT has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -91.42% | Jul 2, 2018 | 430 | Mar 18, 2020 | Ongoing | Ongoing | Ongoing |
| -3.88% | Jun 12, 2018 | 5 | Jun 19, 2018 | 8 | Jun 29, 2018 | 13 |
| -3.23% | May 2, 2018 | 1 | May 3, 2018 | 1 | May 4, 2018 | 2 |
| -2.35% | May 7, 2018 | 4 | May 11, 2018 | 1 | May 14, 2018 | 5 |
| -2.26% | May 21, 2018 | 4 | May 25, 2018 | 1 | May 29, 2018 | 5 |
| -1.60% | May 31, 2018 | 5 | Jun 7, 2018 | 3 | Jun 12, 2018 | 8 |
| -1.07% | May 29, 2018 | 1 | May 30, 2018 | 1 | May 31, 2018 | 2 |
| -0.44% | May 17, 2018 | 1 | May 18, 2018 | 1 | May 21, 2018 | 2 |