MV Oil Trust (MVO)
Company Info
Highlights
$67.28M
$1.54
3.80
$13.02M
$12.89M
$12.31M
$4.42 - $9.26
$43.00
8.73%
5.16
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
MV Oil Trust (MVO) returned -21.54% year-to-date (YTD) and -28.91% over the past 12 months. Over the past 10 years, MVO returned 6.22% annually, underperforming the S&P 500 benchmark at 10.69%.
MVO
-21.54%
-1.96%
-29.68%
-28.91%
29.76%
6.22%
^GSPC (Benchmark)
-0.64%
8.97%
-2.62%
11.90%
15.76%
10.69%
Monthly Returns
The table below presents the monthly returns of MVO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -35.34% | 0.60% | 6.30% | 13.67% | -0.17% | -21.54% | |||||||
| 2024 | -0.94% | -7.85% | 1.23% | -3.92% | -8.35% | 3.40% | 2.43% | -0.11% | 2.38% | -3.80% | -0.45% | -8.33% | -22.63% |
| 2023 | -4.32% | -16.56% | -6.61% | 0.48% | 0.69% | 9.24% | -1.09% | 3.00% | 7.32% | -8.11% | -1.48% | 0.33% | -18.17% |
| 2022 | 12.47% | 12.28% | 10.09% | -4.91% | 9.18% | -4.50% | 12.22% | 2.87% | 2.21% | 6.69% | 7.11% | 20.43% | 123.83% |
| 2021 | 23.30% | 10.40% | 4.83% | 22.33% | 26.81% | 30.86% | -10.84% | -5.75% | 26.02% | 1.19% | -2.26% | 7.42% | 225.87% |
| 2020 | -11.03% | -15.71% | -47.37% | 41.96% | 8.00% | 19.37% | -21.48% | -17.02% | -16.48% | 15.95% | 13.29% | 7.59% | -44.45% |
| 2019 | 5.02% | 11.19% | 4.33% | 6.71% | -6.69% | 0.75% | 4.89% | -10.62% | 4.83% | -13.20% | -3.29% | 1.46% | 2.30% |
| 2018 | -2.82% | -4.64% | 3.42% | 15.19% | 16.46% | 1.18% | 7.81% | -3.76% | 13.85% | -9.82% | -23.49% | -9.68% | -4.24% |
| 2017 | 14.96% | -8.82% | -4.84% | 14.97% | -10.49% | -4.12% | -4.58% | -4.49% | 12.74% | 4.81% | 1.87% | 40.00% | 51.17% |
| 2016 | -2.55% | 10.37% | -8.22% | 15.63% | 1.49% | 15.35% | -4.00% | 1.85% | -5.61% | -2.43% | 1.47% | 12.86% | 37.81% |
| 2015 | 5.61% | 3.99% | -0.39% | -23.79% | -0.52% | -7.90% | -36.47% | 17.03% | -23.85% | 15.81% | 0.91% | -26.21% | -62.71% |
| 2014 | 2.53% | -0.04% | 6.79% | 4.67% | -0.47% | 13.74% | -4.05% | 3.50% | -6.04% | -7.97% | -19.29% | -22.29% | -30.15% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MVO is 14, meaning it’s performing worse than 86% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for MV Oil Trust (MVO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
MV Oil Trust provided a 21.45% dividend yield over the last twelve months, with an annual payout of $1.26 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.26 | $1.54 | $1.46 | $2.22 | $0.99 | $0.49 | $1.05 | $1.42 | $0.72 | $0.40 | $1.28 | $3.40 |
Dividend yield | 21.45% | 19.12% | 12.15% | 13.59% | 11.16% | 15.71% | 16.75% | 20.29% | 8.57% | 6.42% | 26.18% | 23.30% |
Monthly Dividends
The table displays the monthly dividend distributions for MV Oil Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.24 | $0.00 | $0.00 | $0.28 | $0.00 | $0.52 | |||||||
| 2024 | $0.47 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $1.54 |
| 2023 | $0.41 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $1.46 |
| 2022 | $0.41 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.69 | $0.00 | $0.00 | $2.22 |
| 2021 | $0.11 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.99 |
| 2020 | $0.19 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.49 |
| 2019 | $0.32 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $1.05 |
| 2018 | $0.22 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $1.42 |
| 2017 | $0.12 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.72 |
| 2016 | $0.10 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.40 |
| 2015 | $0.61 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $1.28 |
| 2014 | $0.83 | $0.00 | $0.00 | $0.88 | $0.00 | $0.00 | $0.79 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $3.40 |
Dividend Yield & Payout
Dividend Yield
MV Oil Trust has a dividend yield of 21.45%, which means its dividend payment is significantly above the market average.
Payout Ratio
MV Oil Trust has a payout ratio of 100.00%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the MV Oil Trust. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the MV Oil Trust was 89.58%, occurring on Mar 23, 2020. Recovery took 494 trading sessions.
The current MV Oil Trust drawdown is 50.33%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -89.58% | Mar 12, 2012 | 2021 | Mar 23, 2020 | 494 | Mar 8, 2022 | 2515 |
| -75.43% | Jul 3, 2008 | 122 | Dec 24, 2008 | 300 | Mar 8, 2010 | 422 |
| -61.17% | Jan 3, 2023 | 543 | Mar 4, 2025 | — | — | — |
| -33.64% | Mar 9, 2022 | 71 | Jun 17, 2022 | 60 | Sep 14, 2022 | 131 |
| -24.74% | Jul 19, 2011 | 55 | Oct 4, 2011 | 108 | Mar 9, 2012 | 163 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of MV Oil Trust over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of MV Oil Trust, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -58.6%.
Valuation
The Valuation section provides an overview of how MV Oil Trust is priced in the market compared to other companies in the Oil & Gas E&P industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for MVO, comparing it with other companies in the Oil & Gas E&P industry. Currently, MVO has a P/E ratio of 3.8. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for MVO compared to other companies in the Oil & Gas E&P industry. MVO currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for MVO relative to other companies in the Oil & Gas E&P industry. Currently, MVO has a P/S ratio of 3.6. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for MVO in comparison with other companies in the Oil & Gas E&P industry. Currently, MVO has a P/B value of 20.3. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
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