MSDL vs PBT
Comparison between Morgan Stanley Direct Lending Fund (MSDL, Company) and Permian Basin Royalty Trust (PBT, Company).
MSDL is from the Financial Services sector, while PBT is from the Energy sector.
MSDL vs PBT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MSDL vs PBT - Historical Returns
Returns include dividend reinvestment.
MSDL vs PBT - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MSDL | PBT |
|---|---|---|
| 2026 | -4.99% | +62.80% |
| 2025 | -11.88% | +50.50% |
| 2024 | +11.06% | -17.57% |
| 2023 | N/A | -35.81% |
| 2022 | N/A | +162.09% |
| 2021 | N/A | +208.15% |
| 2020 | N/A | -8.91% |
| 2019 | N/A | -32.47% |
| 2018 | N/A | -28.04% |
| 2017 | N/A | +18.19% |
| 2016 | N/A | +52.72% |
| 2015 | N/A | -43.55% |
| 2014 | N/A | -20.35% |
| 2013 | N/A | +9.48% |
| 2012 | N/A | -35.89% |
| 2011 | N/A | -4.93% |
| 2010 | N/A | +64.84% |
| 2009 | N/A | +7.30% |
| 2008 | N/A | -5.24% |
| 2007 | N/A | +10.03% |
| 2006 | N/A | +11.80% |
| 2005 | N/A | +24.47% |
| 2004 | N/A | +85.31% |
| 2003 | N/A | +44.01% |
| 2002 | N/A | +27.93% |
| 2001 | N/A | +1.86% |
| 2000 | N/A | +27.79% |
| 1999 | N/A | +5.59% |
MSDL vs PBT Drawdown Comparison
The maximum drawdown for MSDL was -29.56%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for PBT was -83.18%, occurring on Oct 28, 2020. Recovery took 2464 trading sessions.
The current MSDL drawdown is -21.37%. The current PBT drawdown is -8.12%.
| Rank | MSDL | PBT |
|---|---|---|
| #1 | -29.56% Jun 21, 2024 - Mar 27, 2026 | -83.18% Mar 28, 2012 - Jan 11, 2022 |
| #2 | -6.13% May 9, 2024 - Jun 21, 2024 | -70.20% Jul 1, 2008 - Nov 4, 2010 |
| #3 | -6.08% Mar 27, 2024 - May 6, 2024 | -65.06% Apr 10, 2023 - May 11, 2026 |
| #4 | -4.94% Jan 25, 2024 - Mar 14, 2024 | -32.66% Jun 9, 2022 - Oct 26, 2022 |
| #5 | -4.15% Mar 20, 2024 - Mar 22, 2024 | -27.03% Mar 4, 2005 - Jun 27, 2005 |
| #6 | -2.76% Mar 22, 2024 - Mar 26, 2024 | -23.20% Jan 29, 2003 - May 21, 2003 |
| #7 | -2.37% May 6, 2024 - May 8, 2024 | -23.13% Dec 31, 1999 - Aug 25, 2000 |
| #8 | -1.63% Mar 15, 2024 - Mar 20, 2024 | -22.07% Sep 17, 2001 - Dec 5, 2002 |
| #9 | N/A | -21.60% Apr 22, 2008 - Jul 1, 2008 |
| #10 | N/A | -19.80% Dec 30, 2022 - Jan 19, 2023 |
| #11 | N/A | -19.69% Mar 25, 2022 - May 20, 2022 |
| #12 | N/A | -18.89% Jan 12, 2022 - Mar 25, 2022 |
| #13 | N/A | -18.64% Nov 29, 2006 - Oct 15, 2007 |
| #14 | N/A | -17.48% Jul 25, 2011 - Feb 24, 2012 |
| #15 | N/A | -16.90% Nov 30, 2004 - Feb 24, 2005 |
Correlation
Correlation between MSDL and PBT is -0.76 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
Dividend Comparison (1999 - 2026)
MSDL vs PBT dividend yield comparison.
| Year | MSDL | PBT |
|---|---|---|
| 2026 | 2.97% | 0.43% |
| 2025 | 12.14% | 1.92% |
| 2024 | 10.65% | 4.92% |
| 2023 | 0.00% | 4.30% |
| 2022 | 0.00% | 4.56% |
| 2021 | 0.00% | 2.28% |
| 2020 | 0.00% | 7.10% |
| 2019 | 0.00% | 10.80% |
| 2018 | 0.00% | 11.20% |
| 2017 | 0.00% | 7.09% |
| 2016 | 0.00% | 5.38% |
| 2015 | 0.00% | 6.82% |
| 2014 | 0.00% | 10.72% |
| 2013 | 0.00% | 6.76% |
| 2012 | 0.00% | 8.84% |
| 2011 | 0.00% | 6.68% |
| 2010 | 0.00% | 6.07% |
| 2009 | 0.00% | 5.60% |
| 2008 | 0.00% | 17.46% |
| 2007 | 0.00% | 9.08% |
| 2006 | 0.00% | 8.77% |
| 2005 | 0.00% | 8.60% |
| 2004 | 0.00% | 6.85% |
| 2003 | 0.00% | 8.34% |
| 2002 | 0.00% | 7.97% |
| 2001 | 0.00% | 15.89% |
| 2000 | 0.00% | 12.58% |
| 1999 | 0.00% | 1.92% |
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