Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBT (Permian Basin Royalty Trust) | 72.73% | 172.51% | 10.03% | 50.62% | 21.41% | 8.30% | 10.05% | … | … |
Data as of 06/04/2026, Common starting date is 10/24/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBT (Permian Basin Royalty Trust) | 10/24/1980 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.55 | 172.51 | 10.03 | 50.62 | 21.41 | 8.30 | 10.05 | … | … | 72.73 | 56.74 | -16.91 | -42.84 | 166.23 | 218.29 | -7.71 | -29.14 | -28.12 | 23.24 | 61.80 | -44.50 | -19.79 | 11.78 | -36.21 | -4.17 | 68.94 | 12.88 | -4.00 | 9.68 | 12.80 | 21.80 | 84.66 | 44.01 | 29.63 | 0.82 | 23.63 | 44.44 | -8.70 | -4.17 | 38.46 | -21.21 | -13.16 | 18.75 | -3.03 | -2.94 | -33.33 | -1.92 | 8.33 | -2.04 | -10.91 | -11.29 | -18.42 | -2.56 | -20.41 | -38.75 | -9.09 |
| Sharpe Ratio | NA | 3.59 | 0.12 | 1.02 | 0.46 | NA | NA | … | … | 5.21 | 1.44 | -0.46 | -1.12 | 2.59 | 4.90 | -0.14 | -0.94 | -1.21 | 0.84 | 1.62 | -1.17 | -0.76 | 0.51 | -1.44 | -0.18 | 2.33 | 0.24 | -0.09 | 0.28 | 0.45 | 0.50 | 2.58 | 1.51 | 1.28 | -0.08 | 0.54 | 1.08 | -0.36 | -0.21 | 0.73 | -0.58 | -0.33 | 0.42 | -0.14 | -0.19 | -1.03 | -0.26 | 0.12 | -0.18 | -0.45 | -0.54 | -0.96 | -0.31 | -0.78 | -1.23 | -1.16 |
| Standard Deviation(%) | NA | 41.70 | 41.30 | 47.81 | 42.77 | NA | NA | … | … | 46.44 | 37.55 | 44.70 | 41.59 | 63.96 | 44.53 | 56.62 | 32.39 | 24.38 | 26.87 | 38.12 | 38.04 | 26.11 | 23.02 | 25.31 | 23.08 | 29.49 | 53.79 | 55.04 | 23.39 | 20.76 | 38.72 | 32.41 | 28.66 | 22.27 | 20.43 | 35.78 | 38.05 | 34.04 | 37.57 | 47.15 | 43.55 | 48.82 | 39.61 | 39.13 | 36.11 | 37.71 | 30.43 | 29.25 | 34.69 | 33.66 | 30.87 | 26.30 | 28.31 | 36.22 | 40.07 | 45.40 |
| Draw Down(%) | NA | 19.04 | 62.52 | 65.05 | 73.89 | NA | NA | … | … | 10.25 | 27.11 | 30.82 | 47.38 | 32.67 | 19.57 | 44.19 | 55.68 | 43.28 | 21.09 | 19.40 | 50.78 | 37.59 | 19.53 | 45.45 | 17.48 | 18.34 | 52.44 | 48.90 | 16.32 | 12.32 | 29.22 | 16.90 | 22.77 | 19.07 | 15.95 | 23.11 | 19.39 | 32.53 | 27.47 | 19.35 | 36.84 | 40.00 | 26.32 | 24.39 | 16.67 | 33.33 | 23.08 | 21.57 | 35.38 | 28.57 | 30.26 | 26.19 | 17.05 | 34.00 | 42.86 | 22.16 |
| Yield(%) | 0.07 | 3.24 | 1.96 | 12.70 | 7.17 | 3.03 | 5.43 | … | … | 0.70 | 2.82 | 3.87 | 2.67 | 11.21 | 6.73 | 6.01 | 6.75 | 7.46 | 7.82 | 7.76 | 3.67 | 7.92 | 6.93 | 5.34 | 5.95 | 9.29 | 5.63 | 14.77 | 9.06 | 8.99 | 9.79 | 11.63 | 10.94 | 9.31 | 14.12 | 13.91 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/24/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBT (Permian Basin Royalty Trust) |
-32.13%
Oct 2017 – Oct 2020 |
-21.29%
Nov 1980 – Nov 1985 |
-14.96%
Nov 1980 – Nov 1990 |
-12.26%
Nov 1980 – Nov 1995 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBT (Permian Basin Royalty Trust) |
115.64%
Mar 2020 – Mar 2023 |
58.57%
Oct 2020 – Oct 2025 |
32.11%
Aug 1998 – Aug 2008 |
22.81%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart