Performance analysis of Sabine Royalty Trust (SBR)
Annual Return
Over the past 3 years, SBR has had an average annual return of +11.42%, underperforming the benchmark SPY, which returned +20.51% annual.
Over the past 5 years, SBR has had an average annual return of +24.36%, outperforming the benchmark SPY, which returned +13.50% annual.
Over the past 10 years, SBR has had an average annual return of +16.94%, outperforming the benchmark SPY, which returned +15.42% annual.
Since Nov 1, 1999, SBR has had an average annual return of +15.81%, outperforming the benchmark SPY, which returned +8.48% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.64% | +14.01% | +4.09% | -13.10% | +132.54% | +60.72% | -24.29% | +15.77% | -9.67% | +34.88% | +41.85% | -20.04% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -23.48% | +37.28% | -32.46% | +12.68% | +56.21% | +7.29% | +6.89% | +10.82% | +2.02% | +37.20% | +34.44% | +38.13% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +17.88% | +32.25% | +59.90% | -7.10% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.56% | +2.63% | +3.68% | +1.84% | -1.49% | +0.03% | +11.64% | ||||||
| 2025 | +2.82% | -0.55% | +3.96% | -1.96% | +1.40% | +1.19% | -0.06% | +13.26% | +7.76% | -8.97% | +8.09% | -11.16% | +14.01% |
| 2024 | -9.24% | -1.43% | +6.87% | -2.46% | +7.82% | -0.74% | -2.01% | +2.67% | -3.17% | -0.50% | +7.39% | +0.20% | +4.09% |
| 2023 | +0.95% | -12.57% | -2.76% | +5.57% | -7.19% | -4.30% | +3.51% | -2.12% | +0.12% | -11.98% | +10.14% | +9.82% | -13.10% |
| 2022 | +24.09% | +15.95% | -0.45% | +10.79% | +22.30% | -19.81% | +16.69% | +10.94% | -7.02% | +19.56% | -3.92% | +8.05% | +132.54% |
| 2021 | +6.81% | +10.15% | -7.04% | +15.47% | +3.65% | +13.42% | +1.15% | -3.91% | +11.72% | +0.53% | -1.15% | +0.31% | +60.72% |
| 2020 | -3.66% | -7.93% | -21.05% | +1.13% | +1.62% | -0.37% | +6.14% | +4.28% | -3.17% | -2.20% | +3.77% | -2.93% | -24.29% |
| 2019 | +13.37% | +7.09% | +4.86% | +6.01% | -7.30% | +7.52% | -3.76% | -8.00% | +2.88% | -11.23% | +5.26% | +1.11% | +15.77% |
| 2018 | +4.52% | -6.93% | +2.73% | +5.90% | +6.58% | -3.27% | -3.23% | -2.70% | -3.16% | -11.97% | +3.26% | -0.12% | -9.67% |
| 2017 | +13.88% | -7.34% | -2.63% | +5.46% | +3.56% | +1.61% | +4.05% | +0.94% | +1.80% | +4.06% | +3.46% | +2.77% | +34.88% |
Drawdown analysis of Sabine Royalty Trust (SBR)
The maximum drawdown for the SBR was -56.32%, occurring on Jan 19, 2016. Recovery took 587 trading sessions.
The current SBR drawdown is -5.57%.
Since Nov 1, 1999 SBR has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 4 times
- 30% or more: 8 times
- 20% or more: 14 times
- 10% or more: 28 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.32% | Jun 19, 2014 | 398 | Jan 19, 2016 | 587 | May 17, 2018 | 985 |
| -55.56% | Jul 14, 2008 | 164 | Mar 9, 2009 | 421 | Nov 5, 2010 | 585 |
| -50.73% | Apr 24, 2019 | 230 | Mar 23, 2020 | 390 | Oct 7, 2021 | 620 |
| -40.23% | May 2, 2002 | 56 | Jul 23, 2002 | 49 | Oct 1, 2002 | 105 |
| -37.20% | Feb 21, 2012 | 215 | Dec 28, 2012 | 355 | May 29, 2014 | 570 |
| -34.53% | Jun 8, 2022 | 18 | Jul 6, 2022 | 65 | Oct 6, 2022 | 83 |
| -34.03% | Jan 17, 2023 | 198 | Oct 30, 2023 | 454 | Aug 22, 2025 | 652 |
| -32.70% | May 21, 2018 | 150 | Dec 24, 2018 | 53 | Mar 13, 2019 | 203 |
| -28.48% | Dec 1, 2006 | 31 | Jan 19, 2007 | 202 | Nov 6, 2007 | 233 |
| -23.96% | Jun 1, 2001 | 115 | Nov 19, 2001 | 89 | Apr 1, 2002 | 204 |
| -21.33% | Apr 29, 2011 | 69 | Aug 8, 2011 | 68 | Nov 11, 2011 | 137 |
| -21.15% | Feb 15, 2000 | 32 | Mar 31, 2000 | 17 | Apr 26, 2000 | 49 |
| -20.84% | Nov 6, 2007 | 52 | Jan 23, 2008 | 25 | Feb 28, 2008 | 77 |
| -20.00% | Oct 3, 2005 | 14 | Oct 21, 2005 | 215 | Aug 30, 2006 | 229 |
| -18.73% | Oct 8, 2004 | 38 | Dec 2, 2004 | 61 | Mar 2, 2005 | 99 |
| -18.54% | Sep 26, 2025 | 70 | Jan 7, 2026 | Ongoing | Ongoing | Ongoing |
| -16.86% | Oct 2, 2002 | 117 | Mar 21, 2003 | 33 | May 8, 2003 | 150 |
| -15.76% | Mar 13, 2001 | 7 | Mar 22, 2001 | 10 | Apr 5, 2001 | 17 |
| -15.24% | Mar 3, 2022 | 9 | Mar 16, 2022 | 15 | Apr 6, 2022 | 24 |
| -14.24% | Apr 12, 2004 | 15 | May 3, 2004 | 46 | Jul 9, 2004 | 61 |
| -13.93% | Mar 4, 2005 | 17 | Mar 30, 2005 | 62 | Jun 27, 2005 | 79 |
| -13.60% | Sep 5, 2006 | 14 | Sep 25, 2006 | 29 | Nov 3, 2006 | 43 |
| -12.59% | Jul 30, 2004 | 21 | Aug 30, 2004 | 17 | Sep 23, 2004 | 38 |
| -12.02% | Jan 28, 2004 | 7 | Feb 6, 2004 | 20 | Mar 8, 2004 | 27 |
| -11.76% | Aug 8, 2005 | 8 | Aug 18, 2005 | 21 | Sep 19, 2005 | 29 |