PermRock Royalty Trust (PRT) — Strategic Asset Allocation Index

Latest as of September 2023: 98.7%

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.

SAAI

98.7%
Strategic Assets / Net Assets

Strategic Assets

$78.05 Million
PP&E + LT Investments

PP&E

$78.05 Million
USD

Net Assets

$79.05 Million
USD

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. Explore PermRock Royalty Trust cash flow conversion to assess how effectively this company generates cash.

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 the full company profile including market capitalisation, see PRT company net worth.

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
pp = percentage points