MVO vs. HLX
MVO (MV Oil Trust) and HLX (Helix Energy Solutions Group, Inc.) are both stocks. Both are in the Energy sector — MVO in Oil & Gas E&P, HLX in Oil & Gas Equipment & Services. Over the past 10 years, MVO returned 3.28%/yr vs 1.82%/yr for HLX. Their 0.34 correlation means their historical movements had little consistent relationship.
Performance
MVO vs. HLX - Performance Comparison
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Returns By Period
In the year-to-date period, MVO achieves a 90.68% return, which is significantly higher than HLX's 51.67% return. Over the past 10 years, MVO has outperformed HLX with an annualized return of 3.28%, while HLX has yielded a comparatively lower 1.82% annualized return.
MVO
- 1D
- 0.00%
- 1M
- 24.92%
- 6M
- 43.85%
- YTD
- 90.68%
- 1Y
- -56.37%
- 3Y*
- -35.28%
- 5Y*
- -9.24%
- 10Y*
- 3.28%
- ALL TIME*
- 0.09%
HLX
- 1D
- 3.37%
- 1M
- 11.36%
- 6M
- 19.77%
- YTD
- 51.67%
- 1Y
- 61.73%
- 3Y*
- -0.14%
- 5Y*
- 18.04%
- 10Y*
- 1.82%
- ALL TIME*
- 2.35%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $13.23M | $12.28M | $14.66M | |
MVO MV Oil Trust | $197.49K | $403.62K | $333.85K |
MVO vs. HLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MVO MV Oil Trust | 90.68% | -82.24% | -22.69% | -18.19% | 123.83% | 225.88% | -44.46% | 2.30% | -4.24% | 51.17% |
HLX Helix Energy Solutions Group, Inc. | 51.67% | -32.73% | -9.34% | 39.30% | 136.54% | -25.71% | -56.39% | 78.00% | -28.25% | -14.51% |
Correlation
The correlation between MVO and HLX is 0.13, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.13 |
Correlation (3Y) Balances recent behavior with more history. | 0.20 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.27 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.30 |
Correlation (All Time) Calculated using the full available price history since Jan 19, 2007 | 0.34 |
Over the past year, the correlation between MVO and HLX has dropped to 0.13 - well below their long-term average of 0.34, suggesting their price drivers have been diverging.
Fundamentals
MVO:
$6.85M
HLX:
$1.40B
MVO:
$1.00
HLX:
$0.10
MVO:
0.60
HLX:
97.65
MVO:
0.04
HLX:
2.17
MVO:
0.55
HLX:
1.08
MVO:
$8.31M
HLX:
$1.30B
MVO:
$8.29M
HLX:
$140.43M
MVO:
$7.65M
HLX:
$178.55M
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Return for Risk
MVO vs. HLX — Risk / Return Rank
MVO
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
HLX
MVO vs. HLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MV Oil Trust (MVO) and Helix Energy Solutions Group, Inc. (HLX). 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.
| MVO | HLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.63 | ||
| Sortino ratioReturn per unit of downside risk | -1.08 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.25 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | -0.68 | 3.14 | -3.81 |
| Martin ratioReturn relative to average drawdown | -1.02 | 7.00 | -8.02 |
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Drawdowns
MVO vs. HLX - Drawdown Comparison
The maximum MVO drawdown since its inception was -92.18%, smaller than the maximum HLX drawdown of -97.87%. Use the drawdown chart below to compare losses from any high point for MVO and HLX.
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Drawdown Indicators
| MVO | HLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.18% | -97.87% | +5.69% |
Max Drawdown (1Y)Largest decline over 1 year | -85.51% | -19.34% | -66.17% |
Max Drawdown (3Y)Largest decline over 3 years | -91.39% | -55.54% | -35.85% |
Max Drawdown (5Y)Largest decline over 5 years | -92.18% | -55.54% | -36.64% |
Max Drawdown (10Y)Largest decline over 10 years | -92.18% | -91.46% | -0.72% |
Current DrawdownCurrent decline from peak | -78.58% | -79.70% | +1.12% |
Average DrawdownAverage peak-to-trough decline | -41.43% | -55.33% | +13.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 56.57% | 8.65% | +47.92% |
Volatility
MVO vs. HLX - Volatility Comparison
MV Oil Trust (MVO) has a higher volatility of 128.68% compared to Helix Energy Solutions Group, Inc. (HLX) at 10.37%. This indicates that MVO's price experiences larger fluctuations and is considered to be riskier than HLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MVO | HLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 128.68% | 10.37% | +118.31% |
Volatility (6M)Calculated over the trailing 6-month period | 149.47% | 32.62% | +116.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 221.47% | 44.49% | +176.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 108.19% | 50.85% | +57.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 88.03% | 65.13% | +22.90% |
Dividends
MVO vs. HLX - Dividend Comparison
Neither MVO nor HLX has paid dividends to shareholders.
| Position | 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 | 186.20% | 72.98% | 19.12% | 12.15% | 13.59% | 11.16% | 15.71% | 16.75% | 20.29% | 8.57% | 6.42% | 26.18% |
Financials
MVO vs. HLX - Financials Comparison
This section allows you to compare key financial metrics between MV Oil Trust and Helix Energy Solutions Group, 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
MVO and HLX have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MVO has higher volatility (128.68%) compared to HLX (10.37%). In terms of maximum drawdown, MVO dropped -92.18% vs HLX's -97.87%.
HLX currently has the higher Sharpe Ratio (1.37 vs -0.26), 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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