MVO vs. HLX
Compare and contrast key facts about MV Oil Trust (MVO) and Helix Energy Solutions Group, Inc. (HLX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MVO or HLX.
Key characteristics
| MVO | HLX | |
|---|---|---|
| YTD Return | -14.15% | 3.50% |
| 1Y Return | -12.92% | 10.03% |
| 3Y Return (Ann) | 17.20% | 41.14% |
| 5Y Return (Ann) | 24.82% | 5.06% |
| 10Y Return (Ann) | 3.41% | -8.88% |
| Sharpe Ratio | -0.45 | 0.25 |
| Sortino Ratio | -0.45 | 0.60 |
| Omega Ratio | 0.94 | 1.08 |
| Calmar Ratio | -0.37 | 0.12 |
| Martin Ratio | -0.90 | 0.75 |
| Ulcer Index | 15.14% | 12.90% |
| Daily Std Dev | 30.07% | 39.09% |
| Max Drawdown | -89.58% | -97.87% |
| Current Drawdown | -29.75% | -77.28% |
Fundamentals
| MVO | HLX | |
|---|---|---|
| Market Cap | $102.52M | $1.62B |
| EPS | $1.50 | $0.04 |
| PE Ratio | 5.94 | 266.00 |
| PEG Ratio | 0.00 | -1.41 |
| Total Revenue (TTM) | $14.13M | $1.34B |
| Gross Profit (TTM) | $13.76M | $209.98M |
| EBITDA (TTM) | $7.33M | $302.65M |
Correlation
The correlation between MVO and HLX is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MVO vs. HLX - Performance Comparison
In the year-to-date period, MVO achieves a -14.15% return, which is significantly lower than HLX's 3.50% return. Over the past 10 years, MVO has outperformed HLX with an annualized return of 3.41%, while HLX has yielded a comparatively lower -8.88% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
MVO vs. HLX - Risk-Adjusted Performance 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.
Dividends
MVO vs. HLX - Dividend Comparison
MVO's dividend yield for the trailing twelve months is around 17.23%, while HLX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MVO MV Oil Trust | 17.23% | 12.15% | 13.59% | 11.16% | 15.71% | 16.75% | 20.29% | 8.57% | 6.42% | 26.18% | 23.30% | 13.55% |
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% |
Drawdowns
MVO vs. HLX - Drawdown Comparison
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.
Volatility
MVO vs. HLX - Volatility Comparison
The current volatility for MV Oil Trust (MVO) is 7.80%, while Helix Energy Solutions Group, Inc. (HLX) has a volatility of 11.72%. This indicates that MVO experiences smaller price fluctuations and is considered to be less risky than HLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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