Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRT (PermRock Royalty Trust) | -23.78% | -43.05% | -15.67% | -12.63% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRT (PermRock Royalty Trust) | 05/02/2018 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 13.69 | -43.05 | -15.67 | -12.63 | NA | NA | NA | … | … | -23.78 | -12.82 | -11.59 | -37.68 | 23.91 | 194.12 | -49.22 | -0.23 | -57.79 |
| Sharpe Ratio | NA | -1.36 | -0.57 | -0.39 | NA | NA | NA | … | … | -1.17 | -0.53 | -0.50 | -0.99 | 0.39 | 4.01 | -0.40 | -0.04 | -1.70 |
| Standard Deviation(%) | NA | 36.22 | 35.91 | 41.35 | NA | NA | NA | … | … | 48.13 | 29.91 | 30.62 | 41.95 | 57.57 | 48.35 | 123.04 | 48.10 | 43.79 |
| Draw Down(%) | NA | 53.56 | 66.12 | 74.31 | NA | NA | NA | … | … | 49.32 | 32.44 | 24.32 | 42.23 | 32.57 | 20.08 | 81.62 | 43.87 | 62.08 |
| Yield(%) | 0.16 | 6.31 | 8.23 | 8.44 | 3.32 | 2.21 | 1.66 | … | … | 1.29 | 10.87 | 9.98 | 7.15 | 14.76 | 23.80 | 2.77 | 9.72 | 8.27 |
Data as of 06/03/2026, Common starting date is 05/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRT (PermRock Royalty Trust) |
-21.69%
Dec 2022 – Dec 2025 |
-13.71%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRT (PermRock Royalty Trust) |
68.18%
Sep 2020 – Sep 2023 |
28.44%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart