HLX vs. MVO

Last updated Apr 2, 2026

Compare and contrast key facts about Helix Energy Solutions Group, Inc. (HLX) and MV Oil Trust (MVO).

Performance

HLX vs. MVO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Helix Energy Solutions Group, Inc. (HLX) and MV Oil Trust (MVO). The values are adjusted to include any dividend payments, if applicable.

HLX vs. MVO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
HLX Helix Energy Solutions Group, Inc.	49.44%	-32.73%	-9.34%	39.30%	136.54%	-25.71%	-56.39%	78.00%	-28.25%	-14.51%
MVO MV Oil Trust	88.50%	-82.24%	-22.69%	-18.19%	123.83%	225.88%	-44.46%	2.30%	-4.24%	51.17%

Fundamentals

EPS HLX : $0.21 MVO : $1.03
PE Ratio HLX : 45.13 MVO : 2.13
PEG Ratio HLX : 1.00 MVO : 0.04
PS Ratio HLX : 1.08 MVO : 1.97
Total Revenue (TTM) HLX : $1.29B MVO : $12.78M
Gross Profit (TTM) HLX : $159.14M MVO : $12.78M
EBITDA (TTM) HLX : $193.41M MVO : $11.85M

Returns By Period

In the year-to-date period, HLX achieves a 49.44% return, which is significantly lower than MVO's 88.50% return. Over the past 10 years, HLX has underperformed MVO with an annualized return of 5.65%, while MVO has yielded a comparatively higher 6.10% annualized return.

HLX

• 1D: -5.26%
• 1M: 0.64%
• YTD: 49.44%
• 6M: 40.48%
• 1Y: 10.50%
• 3Y*: 6.58%
• 5Y*: 12.16%
• 10Y*: 5.65%

MVO

• 1D: -3.10%
• 1M: -27.72%
• YTD: 88.50%
• 6M: -57.84%
• 1Y: -52.98%
• 3Y*: -34.27%
• 5Y*: 1.18%
• 10Y*: 6.10%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

HLX vs. MVO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HLX

HLX Risk / Return Rank: 47
HLX Sharpe Ratio Rank: 48
HLX Sortino Ratio Rank: 45
HLX Omega Ratio Rank: 44
HLX Calmar Ratio Rank: 50
HLX Martin Ratio Rank: 48

MVO

MVO Risk / Return Rank: 23
MVO Sharpe Ratio Rank: 22
MVO Sortino Ratio Rank: 29
MVO Omega Ratio Rank: 30
MVO Calmar Ratio Rank: 19
MVO Martin Ratio Rank: 18

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HLX vs. MVO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Helix Energy Solutions Group, Inc. (HLX) and MV Oil Trust (MVO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	HLX	MVO	Difference
Sharpe ratio Return per unit of total volatility	0.19	-0.43	+0.62
Sortino ratio Return per unit of downside risk	0.65	0.02	+0.63
Omega ratio Gain probability vs. loss probability	1.09	1.00	+0.08
Calmar ratio Return relative to maximum drawdown	0.39	-0.62	+1.01
Martin ratio Return relative to average drawdown	0.59	-1.17	+1.77
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

HLX vs. MVO - Sharpe Ratio Comparison

The current HLX Sharpe Ratio is 0.19, which is higher than the MVO Sharpe Ratio of -0.43. The chart below compares the historical Sharpe Ratios of HLX and MVO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	HLX	MVO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.19	-0.43	+0.62
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.23	0.02	+0.22
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.09	0.09	-0.01
Sharpe Ratio (All Time) Calculated using the full available price history	0.04	-0.00	+0.04

Correlation

The correlation between HLX and MVO is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

HLX vs. MVO - Dividend Comparison

HLX has not paid dividends to shareholders, while MVO's dividend yield for the trailing twelve months is around 36.76%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HLX Helix Energy Solutions Group, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
MVO MV Oil Trust	36.76%	72.98%	19.12%	12.15%	13.59%	11.16%	15.71%	16.75%	20.29%	8.57%	6.42%	26.18%

Drawdowns

HLX vs. MVO - Drawdown Comparison

The maximum HLX drawdown since its inception was -97.87%, which is greater than MVO's maximum drawdown of -90.76%. Use the drawdown chart below to compare losses from any high point for HLX and MVO.

Drawdown Indicators

	HLX	MVO	Difference
Max Drawdown Largest peak-to-trough decline	-97.87%	-90.76%	-7.11%
Max Drawdown (1Y) Largest decline over 1 year	-32.94%	-82.89%	+49.95%
Max Drawdown (5Y) Largest decline over 5 years	-61.66%	-90.76%	+29.10%
Max Drawdown (10Y) Largest decline over 10 years	-91.46%	-90.76%	-0.70%
Current Drawdown Current decline from peak	-80.00%	-78.83%	-1.17%
Average Drawdown Average peak-to-trough decline	-55.05%	-40.80%	-14.25%
Ulcer Index Depth and duration of drawdowns from previous peaks	21.44%	43.93%	-22.49%

Volatility

HLX vs. MVO - Volatility Comparison

The current volatility for Helix Energy Solutions Group, Inc. (HLX) is 10.83%, while MV Oil Trust (MVO) has a volatility of 30.24%. This indicates that HLX experiences smaller price fluctuations and is considered to be less risky than MVO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	HLX	MVO	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.83%	30.24%	-19.41%
Volatility (6M) Calculated over the trailing 6-month period	35.22%	123.17%	-87.95%
Volatility (1Y) Calculated over the trailing 1-year period	54.38%	124.15%	-69.77%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	52.42%	71.94%	-19.52%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	66.29%	66.48%	-0.19%

Financials

HLX vs. MVO - Profitability Comparison

The chart below illustrates the profitability comparison between Helix Energy Solutions Group, Inc. and MV Oil Trust over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

HLX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Helix Energy Solutions Group, Inc. reported a gross profit of 50.63M and revenue of 334.16M. Therefore, the gross margin over that period was 15.2%.

MVO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, MV Oil Trust reported a gross profit of 2.36M and revenue of 2.36M. Therefore, the gross margin over that period was 100.0%.

HLX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Helix Energy Solutions Group, Inc. reported an operating income of 12.26M and revenue of 334.16M, resulting in an operating margin of 3.7%.

MVO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, MV Oil Trust reported an operating income of 2.13M and revenue of 2.36M, resulting in an operating margin of 90.2%.

HLX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Helix Energy Solutions Group, Inc. reported a net income of 8.27M and revenue of 334.16M, resulting in a net margin of 2.5%.

MVO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, MV Oil Trust reported a net income of 2.13M and revenue of 2.36M, resulting in a net margin of 90.2%.