Permian Basin Royalty Trust (PBT) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Permian Basin Royalty Trust (PBT) ten years ago, at the end of Oct 2016, was worth $77,882 at the end of Oct 2026 with every dividend reinvested: 22.8% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $62,244 reinvested (10.2% a year), or $29,042 taking the dividends as cash, $9,255 of it paid out along the way.
PBT became
$62,244
S&P 500: $72,756
Return a year
10.2%
S&P 500: 11.1%
Payouts reinvested
$16,193
bought more shares
Worst drop
-82.1%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | PBT total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +88.2% | $532 | +11.7% |
| 2025 | +56.6% | $595 | +17.7% |
| 2024 | −16.9% | $1,017 | +24.9% |
| 2023 | −42.9% | $1,069 | +26.2% |
| 2022 | +166.1% | $1,961 | −18.2% |
| 2021 | +219.2% | $403 | +28.7% |
| 2020 | −8.0% | $346 | +18.3% |
| 2019 | −29.0% | $601 | +31.2% |
| 2018 | −28.2% | $842 | −4.6% |
| 2017 | +23.3% | $763 | +21.7% |
| 2016 | +62.0% | $479 | +12.0% |
| 2015 | −44.5% | $367 | +1.2% |
| 2014 | −19.7% | $1,033 | +13.5% |
| 2013 | +11.7% | $806 | +32.3% |
| 2012 | −35.8% | $1,016 | +16.0% |
| 2011 | −4.2% | $1,130 | +1.9% |
| 2010 | +68.9% | $1,069 | +15.1% |
| 2009 | +12.7% | $583 | +26.4% |
| 2008 | −3.9% | $1,581 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: PBT total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Permian Basin Royalty Trust (PBT) at the end of Dec 2007, with dividends reinvested, was worth $62,244 at the end of Oct 2026: 10.2% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, PBT turned $10,000 into $77,882 with dividends reinvested, 22.8% a year.
- Over the 5 years to Oct 2026, PBT returned 36.2% a year with dividends reinvested (S&P 500: 12.0%).
- Taking PBT's dividends as cash instead of reinvesting them, the same $10,000 ended at $29,042, including $9,255 of cash received; reinvesting added $33,202.
- PBT's best calendar year in that time was 2021 (219.2%) and its worst 2015 (-44.5%), with dividends reinvested.
Cite this page
SmarterDividends, "Permian Basin Royalty Trust (PBT) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/PBT/total-return
PBT total return questions
If I invested $10,000 in PBT 10 years ago, how much would I have?
About $77,882 at the end of Oct 2026, with every dividend reinvested: 22.8% a year. Taking them as cash, you'd have shares worth $45,826 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is PBT's total return since Dec 2007?
522% in total, or 10.2% a year, through Oct 2026 with dividends reinvested. The share price alone rose 98%.
How much of PBT's return came from dividends?
About 64% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $33,202 better off on a $10,000 start.
What was PBT's worst year?
2015, at -44.5% with dividends reinvested (S&P 500: 1.2%). Its deepest fall from a peak, on month-end values, was -82.1%.
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.