Performance analysis of Permianville Royalty Trust (PVL)
Annual Return
Over the past 3 years, PVL has had an average annual return of -1.35%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, PVL has had an average annual return of +11.18%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, PVL has had an average annual return of +2.28%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Nov 3, 2011, PVL has had an average annual return of -7.08%, underperforming the benchmark SPY, which returned +15.04% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.54% | +42.08% | -0.62% | -50.36% | +81.50% | +205.24% | -56.48% | +10.24% | -32.32% | -3.11% | +52.58% | -43.31% |
| 2014 | 2013 | 2012 | 2011 | ||||||||
| -57.05% | -20.37% | -10.69% | -1.37% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.95% | -10.44% | +14.45% | +2.16% | +1.27% | -0.52% | +7.54% | ||||||
| 2025 | +7.36% | -0.71% | +8.54% | -7.98% | +12.49% | +14.20% | -2.71% | +11.17% | -7.66% | +3.53% | -0.79% | +1.27% | +42.08% |
| 2024 | +16.67% | -17.29% | -2.16% | +9.58% | -8.06% | -24.15% | +56.98% | +12.02% | -8.18% | -3.43% | +3.27% | -14.47% | -0.62% |
| 2023 | -8.19% | -15.94% | -4.39% | +12.17% | -8.56% | +4.25% | +21.32% | -13.80% | +2.11% | -25.76% | +9.68% | -27.63% | -50.36% |
| 2022 | +3.96% | +19.49% | -0.96% | +28.74% | +51.03% | -29.81% | +6.02% | -6.71% | +3.66% | +14.46% | -5.94% | -2.05% | +81.50% |
| 2021 | +62.56% | +18.53% | +5.63% | +3.36% | +9.10% | +16.68% | -10.20% | +3.30% | +7.51% | +15.48% | -3.12% | +2.16% | +205.24% |
| 2020 | +7.59% | -6.31% | -39.49% | +24.28% | +29.06% | -27.08% | -9.52% | -13.40% | -25.55% | -25.64% | +38.08% | +1.86% | -56.48% |
| 2019 | +33.24% | +9.05% | +26.06% | -0.70% | -18.05% | +0.47% | -3.71% | -0.77% | +6.50% | -19.55% | -23.91% | +18.19% | +10.24% |
| 2018 | +3.76% | +1.11% | +10.49% | +7.41% | -13.74% | +17.44% | -11.02% | +7.52% | +2.59% | -22.07% | -8.21% | -23.57% | -32.32% |
| 2017 | +6.79% | -6.40% | -0.35% | +1.04% | -5.30% | +3.62% | +6.49% | +4.63% | +20.96% | -35.63% | +17.87% | -4.07% | -3.11% |
Drawdown analysis of Permianville Royalty Trust (PVL)
The maximum drawdown for the PVL was -95.07%, occurring on Nov 9, 2020. This drawdown has not yet recovered.
The current PVL drawdown is -67.95%.
Since Nov 3, 2011 PVL 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: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -95.07% | Apr 2, 2012 | 2164 | Nov 9, 2020 | Ongoing | Ongoing | Ongoing |
| -14.25% | Nov 3, 2011 | 14 | Nov 23, 2011 | 21 | Dec 23, 2011 | 35 |
| -10.13% | Jan 9, 2012 | 19 | Feb 6, 2012 | 10 | Feb 21, 2012 | 29 |
| -2.86% | Mar 5, 2012 | 1 | Mar 6, 2012 | 6 | Mar 14, 2012 | 7 |
| -2.10% | Dec 23, 2011 | 2 | Dec 28, 2011 | 3 | Jan 3, 2012 | 5 |
| -1.59% | Mar 14, 2012 | 11 | Mar 29, 2012 | 2 | Apr 2, 2012 | 13 |
| -1.43% | Feb 29, 2012 | 1 | Mar 1, 2012 | 1 | Mar 2, 2012 | 2 |
| -1.02% | Feb 21, 2012 | 5 | Feb 28, 2012 | 1 | Feb 29, 2012 | 6 |