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PRT

PermRock Royalty Trust (PRT) Total Return Calculator

$10,000 since May 2018, with and without reinvesting · data through Oct 2026

Since May 2018, $10,000 became $1,883 reinvested (-18.0% a year), or $3,751 taking the dividends as cash, $2,874 of it paid out along the way.

Payouts
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PRT became

$1,883

S&P 500: $31,724

Return a year

-18.0%

S&P 500: 14.7%

Payouts reinvested

$3,984

bought more shares

Worst drop

-86.3%

S&P 500: -23.9%

$10,000, May 2018 to Oct 2026

Payouts reinvested · S&P 500 reinvested

YearPRT total returnPaid outS&P 500
2026 (part)−45.6%$195+11.7%
2025−12.7%$460+17.7%
2024−11.8%$437+24.9%
2023−37.6%$489+26.2%
2022+24.0%$856−18.2%
2021+194.0%$472+28.7%
2020−49.3%$111+18.3%
2019−0.3%$490+31.2%
2018 (part)−60.9%$474−6.4%

"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.

Key facts: PRT total return

Data as of · Source: SmarterDividends data

  • $10,000 invested in PermRock Royalty Trust (PRT) at the end of May 2018, with dividends reinvested, was worth $1,883 at the end of Oct 2026: -18.0% a year, against $31,724 (14.7% a year) in the S&P 500.
  • Over the 5 years to Oct 2026, PRT returned -19.7% a year with dividends reinvested (S&P 500: 12.0%).
  • Taking PRT's dividends as cash instead of reinvesting them, the same $10,000 ended at $3,751, including $2,874 of cash received; reinvesting added $0.
  • PRT's best calendar year in that time was 2021 (194.0%) and its worst 2020 (-49.3%), with dividends reinvested.
Cite this page

SmarterDividends, "PermRock Royalty Trust (PRT) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/PRT/total-return

PRT total return questions

What is PRT's total return since May 2018?

-81% in total, or -18.0% a year, through Oct 2026 with dividends reinvested. The share price alone fell 91%.

What was PRT's worst year?

2020, at -49.3% with dividends reinvested (S&P 500: 18.3%). Its deepest fall from a peak, on month-end values, was -86.3%.

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.