MVO vs. HLX

In the year-to-date period, MVO achieves a -21.09% return, which is significantly lower than HLX's -12.16% return. Over the past 10 years, MVO has outperformed HLX with an annualized return of 6.87%, while HLX has yielded a comparatively lower -8.30% annualized return.

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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.

The current MVO Sharpe Ratio is -0.69, which is lower than the HLX Sharpe Ratio of -0.36. The chart below compares the historical Sharpe Ratios of MVO and HLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MVO's dividend yield for the trailing twelve months is around 18.74%, while HLX has not paid dividends to shareholders.

The maximum MVO drawdown since its inception was -89.58%, 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. For additional features, visit the drawdowns tool.

MV Oil Trust (MVO) has a higher volatility of 10.58% compared to Helix Energy Solutions Group, Inc. (HLX) at 10.06%. 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.

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.