
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.
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
| Year | PRT total return | Paid out | S&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.
