MBGYY vs. CVX
MBGYY (Mercedes-Benz Group AG) and CVX (Chevron Corporation) are both stocks. MBGYY operates in Auto Manufacturers (Consumer Cyclical), while CVX operates in Oil & Gas Integrated (Energy). Over the past 3 years, MBGYY returned -2.40%/yr vs 11.27%/yr for CVX. At a 0.16 correlation, their price movements are largely independent.
Performance
MBGYY vs. CVX - Performance Comparison
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Returns By Period
In the year-to-date period, MBGYY achieves a -12.67% return, which is significantly lower than CVX's 26.84% return.
MBGYY
- 1D
- -3.55%
- 1M
- 3.60%
- YTD
- -12.67%
- 6M
- -8.55%
- 1Y
- 4.39%
- 3Y*
- -2.40%
- 5Y*
- —
- 10Y*
- —
CVX
- 1D
- 1.15%
- 1M
- -0.43%
- YTD
- 26.84%
- 6M
- 27.53%
- 1Y
- 41.64%
- 3Y*
- 11.27%
- 5Y*
- 16.52%
- 10Y*
- 11.15%
MBGYY vs. CVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
MBGYY Mercedes-Benz Group AG | -12.67% | 38.11% | -13.59% | 13.78% | 12.68% |
CVX Chevron Corporation | 26.84% | 10.10% | 1.29% | -13.63% | 15.28% |
Correlation
The correlation between MBGYY and CVX is -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2022 | 0.16 |
The correlation between MBGYY and CVX shifts across timeframes, from -0.07 (1 year) to 0.16 (all time), reflecting how their relationship changes across market environments.
Fundamentals
MBGYY:
$54.89B
CVX:
$376.75B
MBGYY:
$1.26
CVX:
$5.75
MBGYY:
11.41
CVX:
32.97
MBGYY:
0.43
CVX:
1.95
MBGYY:
0.58
CVX:
2.05
MBGYY:
$131.11B
CVX:
$185.89B
MBGYY:
$21.32B
CVX:
$47.27B
MBGYY:
$19.81B
CVX:
$40.44B
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Return for Risk
MBGYY vs. CVX — Risk / Return Rank
MBGYY
CVX
MBGYY vs. CVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mercedes-Benz Group AG (MBGYY) and Chevron Corporation (CVX). 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.
| MBGYY | CVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 1.90 | -1.73 |
Sortino ratioReturn per unit of downside risk | 0.45 | 2.49 | -2.04 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.32 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 2.99 | -2.76 |
Martin ratioReturn relative to average drawdown | 0.54 | 7.70 | -7.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MBGYY | CVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 1.90 | -1.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.66 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.38 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.38 | -0.08 |
Drawdowns
MBGYY vs. CVX - Drawdown Comparison
The maximum MBGYY drawdown since its inception was -33.47%, smaller than the maximum CVX drawdown of -55.77%. Use the drawdown chart below to compare losses from any high point for MBGYY and CVX.
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Drawdown Indicators
| MBGYY | CVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.47% | -55.77% | +22.30% |
Max Drawdown (1Y)Largest decline over 1 year | -19.10% | -13.99% | -5.11% |
Max Drawdown (3Y)Largest decline over 3 years | -33.47% | -20.64% | -12.83% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.95% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -55.77% | — |
Current DrawdownCurrent decline from peak | -15.03% | -9.33% | -5.70% |
Average DrawdownAverage peak-to-trough decline | -11.79% | -11.39% | -0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.17% | 5.42% | +2.75% |
Volatility
MBGYY vs. CVX - Volatility Comparison
Mercedes-Benz Group AG (MBGYY) and Chevron Corporation (CVX) have volatilities of 8.25% and 8.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MBGYY | CVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.25% | 8.29% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 19.01% | 17.82% | +1.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.38% | 22.10% | +5.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.60% | 25.12% | +2.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.60% | 29.16% | -1.56% |
Dividends
MBGYY vs. CVX - Dividend Comparison
MBGYY's dividend yield for the trailing twelve months is around 7.04%, more than CVX's 3.68% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVX Chevron Corporation | 3.68% | 4.49% | 4.50% | 4.05% | 3.16% | 4.52% | 6.11% | 3.95% | 4.12% | 3.45% | 3.64% | 4.76% |
MBGYY Mercedes-Benz Group AG | 7.04% | 6.95% | 10.45% | 8.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
MBGYY vs. CVX - Financials Comparison
This section allows you to compare key financial metrics between Mercedes-Benz Group AG and Chevron Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
MBGYY vs. CVX - Profitability Comparison
MBGYY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Mercedes-Benz Group AG reported a gross profit of 5.55B and revenue of 32.12B. Therefore, the gross margin over that period was 17.3%.
CVX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Chevron Corporation reported a gross profit of 4.55B and revenue of 47.56B. Therefore, the gross margin over that period was 9.6%.
MBGYY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Mercedes-Benz Group AG reported an operating income of 1.67B and revenue of 32.12B, resulting in an operating margin of 5.2%.
CVX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Chevron Corporation reported an operating income of 3.24B and revenue of 47.56B, resulting in an operating margin of 6.8%.
MBGYY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Mercedes-Benz Group AG reported a net income of 1.44B and revenue of 32.12B, resulting in a net margin of 4.5%.
CVX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Chevron Corporation reported a net income of 2.21B and revenue of 47.56B, resulting in a net margin of 4.7%.
Frequently Asked Questions
MBGYY and CVX have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CVX has higher volatility (8.29%) compared to MBGYY (8.25%). In terms of maximum drawdown, MBGYY dropped -33.47% vs CVX's -55.77%.
CVX currently has the higher Sharpe Ratio (1.90 vs 0.16), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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