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MDU vs. INO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between MDU and INO is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


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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Key characteristics

Sharpe Ratio

MDU:

1.08

INO:

-1.09

Sortino Ratio

MDU:

1.68

INO:

-2.50

Omega Ratio

MDU:

1.21

INO:

0.68

Calmar Ratio

MDU:

1.40

INO:

-0.84

Martin Ratio

MDU:

3.10

INO:

-1.29

Ulcer Index

MDU:

9.67%

INO:

65.25%

Daily Std Dev

MDU:

27.12%

INO:

76.36%

Max Drawdown

MDU:

-62.17%

INO:

-99.94%

Current Drawdown

MDU:

-10.60%

INO:

-99.91%

Fundamentals

Market Cap

MDU:

$3.63B

INO:

$75.18M

EPS

MDU:

$0.91

INO:

-$3.95

PEG Ratio

MDU:

2.26

INO:

0.00

PS Ratio

MDU:

1.97

INO:

265.57

PB Ratio

MDU:

1.30

INO:

1.10

Total Revenue (TTM)

MDU:

$3.31B

INO:

$217.76K

Gross Profit (TTM)

MDU:

$468.25M

INO:

-$1.39M

EBITDA (TTM)

MDU:

$470.86M

INO:

-$25.12B

Returns By Period

In the year-to-date period, MDU achieves a -0.67% return, which is significantly lower than INO's 13.11% return. Over the past 10 years, MDU has outperformed INO with an annualized return of 11.83%, while INO has yielded a comparatively lower -32.52% annualized return.


MDU

YTD

-0.67%

1M

5.90%

6M

-3.11%

1Y

28.98%

3Y*

24.46%

5Y*

21.05%

10Y*

11.83%

INO

YTD

13.11%

1M

18.97%

6M

-49.20%

1Y

-82.75%

3Y*

-54.90%

5Y*

-59.48%

10Y*

-32.52%

*Annualized

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MDU Resources Group, Inc.

Inovio Pharmaceuticals, Inc.

Risk-Adjusted Performance

MDU vs. INO — Risk-Adjusted Performance Rank

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

MDU
The Risk-Adjusted Performance Rank of MDU is 8282
Overall Rank
The Sharpe Ratio Rank of MDU is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of MDU is 8181
Sortino Ratio Rank
The Omega Ratio Rank of MDU is 7878
Omega Ratio Rank
The Calmar Ratio Rank of MDU is 8989
Calmar Ratio Rank
The Martin Ratio Rank of MDU is 7979
Martin Ratio Rank

INO
The Risk-Adjusted Performance Rank of INO is 44
Overall Rank
The Sharpe Ratio Rank of INO is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of INO is 11
Sortino Ratio Rank
The Omega Ratio Rank of INO is 22
Omega Ratio Rank
The Calmar Ratio Rank of INO is 44
Calmar Ratio Rank
The Martin Ratio Rank of INO is 1313
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

MDU vs. INO - Risk-Adjusted Performance 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.


The current MDU Sharpe Ratio is 1.08, which is higher than the INO Sharpe Ratio of -1.09. The chart below compares the historical Sharpe Ratios of MDU and INO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

MDU vs. INO - Dividend Comparison

MDU's dividend yield for the trailing twelve months is around 2.26%, while INO has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
MDU
MDU Resources Group, Inc.
2.26%1.89%4.06%2.88%2.77%3.17%2.74%3.33%2.88%2.62%4.01%3.04%
INO
Inovio Pharmaceuticals, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.28%0.00%0.00%0.00%

Drawdowns

MDU vs. INO - Drawdown Comparison

The maximum MDU drawdown since its inception was -62.17%, smaller than the maximum INO drawdown of -99.94%. Use the drawdown chart below to compare losses from any high point for MDU and INO. For additional features, visit the drawdowns tool.


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Volatility

MDU vs. INO - Volatility Comparison

The current volatility for MDU Resources Group, Inc. (MDU) is 7.14%, while Inovio Pharmaceuticals, Inc. (INO) has a volatility of 15.78%. 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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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


0.00500.00M1.00B1.50B2.00B20212022202320242025
674.83M
116.99K
(MDU) Total Revenue
(INO) Total Revenue
Values in USD except per share items