Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PVL (Permianville Royalty Trust) | 2.97% | 1.02% | -1.13% | 9.18% | 12.50% | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 11/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PVL (Permianville Royalty Trust) | 11/03/2011 | 06/16/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.64 | 1.02 | -1.13 | 9.18 | 12.50 | NA | NA | … | … | 2.97 | 42.21 | -0.61 | -48.94 | 81.36 | 214.32 | -56.58 | 10.22 | -32.23 | 129.19 | 57.80 | -40.63 | -55.81 | -17.16 | -7.60 | -0.39 |
| Sharpe Ratio | NA | 0.35 | -0.07 | 0.17 | 0.18 | NA | NA | … | … | 0.40 | 1.18 | -0.08 | -1.03 | 1.16 | 3.01 | -0.78 | 0.18 | -0.72 | 1.95 | 0.90 | -0.82 | -1.28 | -0.67 | -0.27 | -0.06 |
| Standard Deviation(%) | NA | 33.12 | 45.22 | 50.88 | 56.97 | NA | NA | … | … | 34.67 | 33.58 | 54.60 | 51.33 | 69.24 | 71.20 | 72.34 | 48.16 | 46.79 | 66.42 | 63.70 | 49.33 | 43.55 | 25.63 | 28.45 | 41.67 |
| Draw Down(%) | NA | 14.73 | 62.41 | 76.61 | 85.54 | NA | NA | … | … | 12.18 | 14.70 | 42.78 | 48.94 | 48.37 | 29.56 | 75.95 | 58.81 | 54.08 | 18.19 | 35.01 | 51.89 | 66.86 | 27.47 | 28.87 | 14.26 |
| Yield(%) | 0.00 | 8.93 | 7.79 | 13.11 | 14.45 | 3.72 | 2.79 | … | … | 2.95 | 9.15 | 5.66 | 14.49 | 20.83 | 21.12 | 6.99 | 15.80 | 13.17 | 54.98 | 13.91 | 9.99 | 9.20 | 12.29 | 10.72 | 3.04 |
Data as of 06/16/2026, Common starting date is 11/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVL (Permianville Royalty Trust) |
-40.71%
Jan 2013 – Jan 2016 |
-21.65%
Mar 2012 – Mar 2017 |
-6.02%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVL (Permianville Royalty Trust) |
72.67%
Sep 2020 – Sep 2023 |
41.90%
May 2017 – May 2022 |
17.31%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart