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MDU vs. INO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

MDU vs. INO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MDU Resources Group, Inc. (MDU) and Inovio Pharmaceuticals, Inc. (INO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MDU achieves a 12.09% return, which is significantly higher than INO's -35.06% return. Over the past 10 years, MDU has outperformed INO with an annualized return of 12.46%, while INO has yielded a comparatively lower -36.74% annualized return.


MDU

1D
1.84%
1M
-1.92%
YTD
12.09%
6M
11.92%
1Y
34.62%
3Y*
28.45%
5Y*
15.77%
10Y*
12.46%

INO

1D
1.80%
1M
-16.30%
YTD
-35.06%
6M
-47.44%
1Y
-41.45%
3Y*
-39.87%
5Y*
-59.73%
10Y*
-36.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MDU vs. INO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MDU
MDU Resources Group, Inc.
12.09%11.77%68.01%-1.94%1.46%20.37%-8.31%28.44%-8.64%-3.87%
INO
Inovio Pharmaceuticals, Inc.
-35.06%-4.92%-70.10%-67.31%-68.74%-43.62%168.18%-17.50%-3.15%-40.49%

Correlation

The correlation between MDU and INO is -0.01, 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

-0.01

Correlation (3Y)
Calculated over the trailing 3-year period

0.14

Correlation (5Y)
Calculated over the trailing 5-year period

0.17

Correlation (10Y)
Calculated over the trailing 10-year period

0.12

Correlation (All Time)
Calculated using the full available price history since Dec 8, 1998

0.11

The correlation between MDU and INO shifts across timeframes, from -0.01 (1 year) to 0.17 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

MDU:

$4.47B

INO:

$780.85M

EPS

MDU:

$0.92

INO:

-$63.15

PB Ratio

MDU:

1.54

INO:

0.13

Total Revenue (TTM)

MDU:

$1.81B

INO:

$0.00

Gross Profit (TTM)

MDU:

$848.35M

INO:

-$1.50M

EBITDA (TTM)

MDU:

$528.72M

INO:

-$22.01B

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Return for Risk

MDU vs. INO — Risk / Return Rank

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

MDU
MDU Risk / Return Rank: 8282
Overall Rank
MDU Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
MDU Sortino Ratio Rank: 7979
Sortino Ratio Rank
MDU Omega Ratio Rank: 7979
Omega Ratio Rank
MDU Calmar Ratio Rank: 8787
Calmar Ratio Rank
MDU Martin Ratio Rank: 8383
Martin Ratio Rank

INO
INO Risk / Return Rank: 2323
Overall Rank
INO Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
INO Sortino Ratio Rank: 2828
Sortino Ratio Rank
INO Omega Ratio Rank: 2727
Omega Ratio Rank
INO Calmar Ratio Rank: 1818
Calmar Ratio Rank
INO Martin Ratio Rank: 2020
Martin Ratio Rank
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.

MDU vs. INO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MDU Resources Group, Inc. (MDU) and Inovio Pharmaceuticals, Inc. (INO). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


MDUINODifference
Sharpe ratioReturn per unit of total volatility

+2.10

Sortino ratioReturn per unit of downside risk

+2.29

Omega ratioGain probability vs. loss probability

1.29

0.98

+0.31

Calmar ratioReturn relative to maximum drawdown

3.58

-0.66

+4.24

Martin ratioReturn relative to average drawdown

7.55

-1.05

+8.60

MDU vs. INO - Sharpe Ratio Comparison

The current MDU Sharpe Ratio is 1.62, which is higher than the INO Sharpe Ratio of -0.47. The chart below compares the historical Sharpe Ratios of MDU and INO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

MDU vs. INO - Drawdown Comparison

The maximum MDU drawdown since its inception was -62.17%, smaller than the maximum INO drawdown of -99.95%. Use the drawdown chart below to compare losses from any high point for MDU and INO.


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Drawdown Indicators


MDUINODifference

Max Drawdown

Largest peak-to-trough decline

-62.17%

-99.95%

+37.78%

Max Drawdown (1Y)

Largest decline over 1 year

-9.70%

-63.41%

+53.71%

Max Drawdown (3Y)

Largest decline over 3 years

-21.48%

-92.44%

+70.96%

Max Drawdown (5Y)

Largest decline over 5 years

-22.69%

-99.10%

+76.41%

Max Drawdown (10Y)

Largest decline over 10 years

-51.41%

-99.72%

+48.31%

Current Drawdown

Current decline from peak

-4.68%

-99.95%

+95.27%

Average Drawdown

Average peak-to-trough decline

-14.32%

-92.36%

+78.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.60%

39.46%

-34.86%

Volatility

MDU vs. INO - Volatility Comparison

The current volatility for MDU Resources Group, Inc. (MDU) is 5.78%, while Inovio Pharmaceuticals, Inc. (INO) has a volatility of 14.67%. This indicates that MDU experiences smaller price fluctuations and is considered to be less risky than INO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MDUINODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.78%

14.67%

-8.89%

Volatility (6M)

Calculated over the trailing 6-month period

14.31%

63.65%

-49.34%

Volatility (1Y)

Calculated over the trailing 1-year period

21.67%

87.82%

-66.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.00%

85.68%

-62.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.12%

93.31%

-66.19%

Dividends

MDU vs. INO - Dividend Comparison

MDU's dividend yield for the trailing twelve months is around 2.59%, while INO has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
INO
Inovio Pharmaceuticals, 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%
MDU
MDU Resources Group, Inc.
2.59%2.77%1.89%3.16%2.88%2.77%3.17%2.74%3.33%2.88%2.62%4.01%

Financials

MDU vs. INO - Financials Comparison

This section allows you to compare key financial metrics between MDU Resources Group, Inc. and Inovio Pharmaceuticals, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50B2.00B20222023202420252026
606.00M
0
(MDU) Total Revenue
(INO) Total Revenue
Values in USD except per share items

Frequently Asked Questions


MDU and INO have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

INO has higher volatility (14.67%) compared to MDU (5.78%). In terms of maximum drawdown, MDU dropped -62.17% vs INO's -99.95%.

MDU currently has the higher Sharpe Ratio (1.62 vs -0.47), 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.

Portfolio Optimizer

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