Mesa Royalty Trust (MTR) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Mesa Royalty Trust (MTR) ten years ago, at the end of Oct 2016, was worth $4,079 at the end of Oct 2026 with every dividend reinvested: -8.6% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $1,112 reinvested (-11.0% a year), or $4,766 taking the dividends as cash, $4,486 of it paid out along the way.
MTR became
$1,112
S&P 500: $72,756
Return a year
-11.0%
S&P 500: 11.1%
Payouts reinvested
$7,613
bought more shares
Worst drop
-91.2%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | MTR total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −54.1% | $40 | +11.7% |
| 2025 | −23.3% | $139 | +17.7% |
| 2024 | −54.1% | $119 | +24.9% |
| 2023 | −35.4% | $729 | +26.2% |
| 2022 | +312.4% | $860 | −18.2% |
| 2021 | +61.8% | $172 | +28.7% |
| 2020 | −38.5% | $104 | +18.3% |
| 2019 | −30.3% | $325 | +31.2% |
| 2018 | −36.2% | $382 | −4.6% |
| 2017 | +88.7% | $452 | +21.7% |
| 2016 | +55.7% | $180 | +12.0% |
| 2015 | −68.6% | $253 | +1.2% |
| 2014 | +36.4% | $815 | +13.5% |
| 2013 | +19.2% | $387 | +32.3% |
| 2012 | −48.9% | $348 | +16.0% |
| 2011 | −13.4% | $534 | +1.9% |
| 2010 | +44.6% | $616 | +15.1% |
| 2009 | −3.4% | $235 | +26.4% |
| 2008 | −37.1% | $923 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: MTR total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Mesa Royalty Trust (MTR) at the end of Dec 2007, with dividends reinvested, was worth $1,112 at the end of Oct 2026: -11.0% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, MTR turned $10,000 into $4,079 with dividends reinvested, -8.6% a year.
- Over the 5 years to Oct 2026, MTR returned -16.2% a year with dividends reinvested (S&P 500: 12.0%).
- Taking MTR's dividends as cash instead of reinvesting them, the same $10,000 ended at $4,766, including $4,486 of cash received; reinvesting added $0.
- MTR's best calendar year in that time was 2022 (312.4%) and its worst 2015 (-68.6%), with dividends reinvested.
Cite this page
SmarterDividends, "Mesa Royalty Trust (MTR) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/MTR/total-return
MTR total return questions
If I invested $10,000 in MTR 10 years ago, how much would I have?
About $4,079 at the end of Oct 2026, with every dividend reinvested: -8.6% a year. Taking them as cash, you'd have shares worth $1,990 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is MTR's total return since Dec 2007?
-89% in total, or -11.0% a year, through Oct 2026 with dividends reinvested. The share price alone fell 97%.
What was MTR's worst year?
2015, at -68.6% with dividends reinvested (S&P 500: 1.2%). Its deepest fall from a peak, on month-end values, was -91.2%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.