MVO vs. OKE
MVO (MV Oil Trust) and OKE (ONEOK, Inc.) are both stocks. Both are in the Energy sector — MVO in Oil & Gas E&P, OKE in Oil & Gas Midstream. Over the past 10 years, MVO returned 3.28%/yr vs 14.24%/yr for OKE. Their 0.34 correlation means their historical movements had little consistent relationship.
Performance
MVO vs. OKE - 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 OKE's 26.74% return. Over the past 10 years, MVO has underperformed OKE with an annualized return of 3.28%, while OKE has yielded a comparatively higher 14.24% 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%
OKE
- 1D
- 1.95%
- 1M
- 3.39%
- 6M
- 17.64%
- YTD
- 26.74%
- 1Y
- 19.78%
- 3Y*
- 16.19%
- 5Y*
- 17.74%
- 10Y*
- 14.24%
- ALL TIME*
- 13.33%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
MVO MV Oil Trust | $197.49K | $403.62K | $333.85K |
OKE ONEOK, Inc. | $342.79M | $307.84M | $336.73M |
MVO vs. OKE - 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% |
OKE ONEOK, Inc. | 26.74% | -22.94% | 50.10% | 13.21% | 18.86% | 64.67% | -43.45% | 47.76% | 6.27% | -2.12% |
Correlation
The correlation between MVO and OKE 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. | 0.19 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.28 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.32 |
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 OKE 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
OKE:
$57.21B
MVO:
$1.00
OKE:
$5.61
MVO:
0.60
OKE:
16.20
MVO:
0.04
OKE:
1.15
MVO:
0.55
OKE:
1.63
MVO:
$8.31M
OKE:
$35.20B
MVO:
$8.29M
OKE:
$8.43B
MVO:
$7.65M
OKE:
$7.85B
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Return for Risk
MVO vs. OKE — Risk / Return Rank
MVO
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
OKE
MVO vs. OKE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MV Oil Trust (MVO) and ONEOK, Inc. (OKE). 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 | OKE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.89 | ||
| Sortino ratioReturn per unit of downside risk | -0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.12 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | -0.68 | 0.92 | -1.60 |
| Martin ratioReturn relative to average drawdown | -1.02 | 2.18 | -3.20 |
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Drawdowns
MVO vs. OKE - Drawdown Comparison
The maximum MVO drawdown since its inception was -92.18%, which is greater than OKE's maximum drawdown of -80.17%. Use the drawdown chart below to compare losses from any high point for MVO and OKE.
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Drawdown Indicators
| MVO | OKE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.18% | -80.17% | -12.01% |
Max Drawdown (1Y)Largest decline over 1 year | -85.51% | -18.18% | -67.33% |
Max Drawdown (3Y)Largest decline over 3 years | -91.39% | -42.17% | -49.22% |
Max Drawdown (5Y)Largest decline over 5 years | -92.18% | -42.17% | -50.01% |
Max Drawdown (10Y)Largest decline over 10 years | -92.18% | -80.17% | -12.01% |
Current DrawdownCurrent decline from peak | -78.58% | -16.22% | -62.36% |
Average DrawdownAverage peak-to-trough decline | -41.43% | -16.67% | -24.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 56.57% | 8.44% | +48.13% |
Volatility
MVO vs. OKE - Volatility Comparison
MV Oil Trust (MVO) has a higher volatility of 128.68% compared to ONEOK, Inc. (OKE) at 8.16%. This indicates that MVO's price experiences larger fluctuations and is considered to be riskier than OKE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MVO | OKE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 128.68% | 8.16% | +120.52% |
Volatility (6M)Calculated over the trailing 6-month period | 149.47% | 21.00% | +128.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 221.47% | 26.55% | +194.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 108.19% | 28.08% | +80.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 88.03% | 38.89% | +49.14% |
Dividends
MVO vs. OKE - Dividend Comparison
MVO has not paid dividends to shareholders, while OKE's dividend yield for the trailing twelve months is around 4.63%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
OKE ONEOK, Inc. | 3.49% | 5.61% | 3.94% | 5.44% | 5.69% | 6.36% | 9.74% | 4.66% | 6.01% | 5.09% | 4.28% | 9.85% |
Financials
MVO vs. OKE - Financials Comparison
This section allows you to compare key financial metrics between MV Oil Trust and ONEOK, 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 OKE 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 OKE (8.16%). In terms of maximum drawdown, MVO dropped -92.18% vs OKE's -80.17%.
OKE currently has the higher Sharpe Ratio (0.63 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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