VOC Energy Trust (VOC) — Strategic Asset Allocation Index
VOC Energy Trust (VOC) has a Strategic Asset Allocation Index of 81.8% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $7.95 Million) total $7.95 Million, measured against net assets of $9.72 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check VOC Energy Trust (VOC) tangible equity ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
VOC Energy Trust Strategic Asset Allocation Index (2009–2025)
This chart shows how VOC Energy Trust's Strategic Asset Allocation Index has evolved across 11 annual periods from 2009 to 2025. As of March 2026, the index stands at 81.8%, representing strategic assets of $7.95 Million against net assets of $9.72 Million USD.
Annual Strategic Asset Allocation Index for VOC Energy Trust (2009–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for VOC Energy Trust from 2009 to 2025, covering 11 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 VOC Energy Trust market cap and net worth.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 0.1% | $8.37 Million | $- | $8.37 Million | $10.40 Billion | ▼ -85.2 pp |
| 2024 | 85.3% | $10.13 Million | $- | $10.13 Million | $11.87 Million | ▼ -4.0 pp |
| 2023 | 89.3% | $11.94 Million | $- | $11.94 Million | $13.37 Million | ▼ -2.4 pp |
| 2022 | 91.7% | $13.80 Million | $- | $13.80 Million | $15.05 Million | ▼ -6.5 pp |
| 2021 | 98.2% | $15.72 Million | $- | $15.72 Million | $16.00 Million | ▲ +1.4 pp |
| 2020 | 96.8% | $18.41 Million | $- | $18.41 Million | $19.01 Million | ▼ -2.7 pp |
| 2019 | 99.5% | $63.02 Million | $- | $63.02 Million | $63.35 Million | ▼ 0.0 pp |
| 2018 | 99.5% | $69.65 Million | $- | $69.65 Million | $70.01 Million | ▼ -0.1 pp |
| 2017 | 99.6% | $77.39 Million | $- | $77.39 Million | $77.71 Million | ▼ -0.1 pp |
| 2016 | 99.7% | $85.23 Million | $- | $85.23 Million | $85.47 Million | ▼ -32.2 pp |
| 2009 | 131.9% | $89.07 Million | $89.07 Million | $- | $67.51 Million | — |