PermRock Royalty Trust (PRT) — Strategic Asset Allocation Index
PermRock Royalty Trust (PRT) has a Strategic Asset Allocation Index of 98.7% as of September 2023. Strategic assets (PP&E of $78.05 Million plus long-term investments of $-) total $78.05 Million, measured against net assets of $79.05 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check tangible net worth ratio of PermRock Royalty Trust to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
PermRock Royalty Trust Strategic Asset Allocation Index (2018–2021)
This chart shows how PermRock Royalty Trust's Strategic Asset Allocation Index has evolved across 4 annual periods from 2018 to 2021. As of September 2023, the index stands at 98.7%, representing strategic assets of $78.05 Million against net assets of $79.05 Million USD.
Annual Strategic Asset Allocation Index for PermRock Royalty Trust (2018–2021)
The table below presents the year-by-year Strategic Asset Allocation Index for PermRock Royalty Trust from 2018 to 2021, covering 4 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see PRT market cap overview.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2021 | 98.8% | $83.82 Million | $83.82 Million | $- | $84.82 Million | ▼ -98.9 pp |
| 2020 | 197.8% | $175.83 Million | $87.92 Million | $87.92 Million | $88.92 Million | ▼ -0.9 pp |
| 2019 | 198.7% | $178.09 Million | $89.04 Million | $89.04 Million | $89.64 Million | ▼ -1.3 pp |
| 2018 | 200.0% | $184.37 Million | $92.19 Million | $92.19 Million | $92.19 Million | — |