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MTR vs SPY

Comparison between Mesa Royalty Trust (MTR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MTR, delivering a return of +14.0% compared to -3.9%

MTR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
MTR
$6.26M
Winner
SPY
$784B
Expense Ratio
MTR
N/A
SPY
0.09%
Max Drawdown
MTR
96.03%
Winner
SPY
56.47%
Sharpe Ratio
MTR
-0.71
Winner
SPY
1.68
5Y Beta
Winner
MTR
-0.07
SPY
1.00
Industry
MTR
Oil & Gas E&p
SPY
N/A
P/E Ratio
Winner
MTR
12.26
SPY
28.06
Forward P/E
Winner
MTR
19.68
SPY
21.47
PEG Ratio
MTR
1.18
Winner
SPY
0.36
Dividend Yield
MTR
5.59%
SPY
N/A
5Y Dividends CAGR
MTR
-1.88%
Winner
SPY
6.00%
5Y EPS CAGR
MTR
-17.20%
Winner
SPY
25.05%
Debt to Equity
Winner
MTR
0.00%
SPY
30.60%
Free Cash Flow Yield
MTR
19.71%
SPY
N/A

MTR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MTR
-16.50%
Winner
SPY
+1.35%
3M
MTR
-31.99%
Winner
SPY
+13.50%
6M
MTR
-21.15%
Winner
SPY
+11.30%
1Y
MTR
-59.86%
Winner
SPY
+26.75%
5Y(CAGR)
MTR
-3.85%
Winner
SPY
+14.01%
10Y(CAGR)
MTR
-2.28%
Winner
SPY
+15.56%
Max(CAGR)
MTR
-1.67%
Winner
SPY
+8.52%

MTR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMTRSPY
2026-19.45%+9.89%
2025-25.36%+18.00%
2024-54.50%+25.59%
2023-14.08%+26.72%
2022+316.79%-18.64%
2021+60.18%+30.52%
2020-39.73%+17.28%
2019-36.44%+31.09%
2018-36.90%-5.24%
2017+90.85%+20.78%
2016+48.17%+13.59%
2015-68.50%+1.31%
2014+34.68%+14.56%
2013+16.96%+29.00%
2012-49.15%+14.17%
2011-14.42%+0.85%
2010+44.40%+13.14%
2009-6.58%+22.67%
2008-34.41%-36.25%
2007+49.85%+5.32%
2006-18.37%+13.85%
2005+11.85%+5.32%
2004+30.74%+10.75%
2003+47.35%+24.18%
2002+7.18%-22.42%
2001+17.11%-10.13%
2000-3.66%-8.84%
1999+2.44%+8.61%

MTR vs SPY Drawdown Comparison

The maximum drawdown for MTR was -88.87%, occurring on Sep 24, 2020. Recovery took 3748 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current MTR drawdown is -87.04%. The current SPY drawdown is -1.44%.

RankMTRSPY
#1-88.87%
Jul 1, 2008 - May 22, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-87.04%
May 24, 2023 - Jun 17, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-33.25%
Apr 10, 2001 - Feb 27, 2003		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-27.52%
Oct 3, 2005 - Jul 19, 2007		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-22.81%
Dec 3, 2007 - Apr 7, 2008		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-17.21%
Dec 31, 1999 - Jan 16, 2001		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-15.58%
Jul 20, 2007 - Oct 4, 2007		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.06%
Nov 30, 2004 - Aug 10, 2005		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.32%
May 30, 2003 - Oct 16, 2003		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.88%
Jan 26, 2004 - May 5, 2004		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.71%
Feb 27, 2003 - May 14, 2003		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.33%
Nov 20, 2007 - Dec 3, 2007		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.18%
Jun 1, 2004 - Jul 8, 2004		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.13%
Aug 2, 2004 - Oct 4, 2004		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.64%
May 30, 2008 - Jun 12, 2008		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MTR and SPY is -0.28 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.28
-101

Dividend Comparison (1999 - 2026)

MTR vs SPY dividend yield comparison.

YearMTRSPY
20262.14%0.50%
20255.38%1.07%
20243.57%1.21%
202311.28%1.40%
20228.95%1.65%
20216.87%1.20%
20207.18%1.52%
201913.09%1.75%
201810.98%2.04%
20178.20%1.80%
20165.94%2.03%
201513.75%2.06%
201414.60%1.87%
20138.74%1.81%
20129.21%2.18%
20117.38%2.05%
20107.10%1.80%
20095.59%1.95%
200818.48%3.02%
20079.44%1.85%
200610.08%1.73%
20058.10%1.73%
20047.03%1.82%
20038.88%1.47%
20026.15%1.70%
200113.26%1.25%
200010.51%1.15%
19991.34%0.24%

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