PortfoliosLab logo
MVO vs. OXLC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between MVO and OXLC is -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Performance

MVO vs. OXLC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MV Oil Trust (MVO) and Oxford Lane Capital Corp. (OXLC). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Daily Std Dev

MVO:

34.28%

OXLC:

5.82%

Max Drawdown

MVO:

-2.96%

OXLC:

0.00%

Current Drawdown

MVO:

0.00%

OXLC:

0.00%

Fundamentals

Market Cap

MVO:

$66.24M

OXLC:

$2.13B

EPS

MVO:

$1.54

OXLC:

$0.81

PE Ratio

MVO:

3.74

OXLC:

5.90

PEG Ratio

MVO:

0.00

OXLC:

0.00

PS Ratio

MVO:

3.57

OXLC:

5.96

PB Ratio

MVO:

17.13

OXLC:

1.31

Total Revenue (TTM)

MVO:

$13.02M

OXLC:

$204.20M

Gross Profit (TTM)

MVO:

$12.89M

OXLC:

$153.00M

EBITDA (TTM)

MVO:

$12.31M

OXLC:

$83.26M

Returns By Period


MVO

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

OXLC

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

MVO vs. OXLC — Risk-Adjusted Performance Rank

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

MVO
The Risk-Adjusted Performance Rank of MVO is 1414
Overall Rank
The Sharpe Ratio Rank of MVO is 1111
Sharpe Ratio Rank
The Sortino Ratio Rank of MVO is 1515
Sortino Ratio Rank
The Omega Ratio Rank of MVO is 1515
Omega Ratio Rank
The Calmar Ratio Rank of MVO is 1717
Calmar Ratio Rank
The Martin Ratio Rank of MVO is 1212
Martin Ratio Rank

OXLC
The Risk-Adjusted Performance Rank of OXLC is 7474
Overall Rank
The Sharpe Ratio Rank of OXLC is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of OXLC is 6464
Sortino Ratio Rank
The Omega Ratio Rank of OXLC is 6969
Omega Ratio Rank
The Calmar Ratio Rank of OXLC is 8383
Calmar Ratio Rank
The Martin Ratio Rank of OXLC is 8080
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.

MVO vs. OXLC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for MV Oil Trust (MVO) and Oxford Lane Capital Corp. (OXLC). 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.



Loading data...

Dividends

MVO vs. OXLC - Dividend Comparison

MVO's dividend yield for the trailing twelve months is around 21.79%, less than OXLC's 22.18% yield.


TTM20242023202220212020201920182017201620152014
MVO
MV Oil Trust
21.79%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
OXLC
Oxford Lane Capital Corp.
22.18%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. OXLC - Drawdown Comparison

The maximum MVO drawdown since its inception was -2.96%, which is greater than OXLC's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for MVO and OXLC. For additional features, visit the drawdowns tool.


Loading data...

Volatility

MVO vs. OXLC - Volatility Comparison


Loading data...

Financials

MVO vs. OXLC - Financials Comparison

This section allows you to compare key financial metrics between MV Oil Trust and Oxford Lane Capital Corp.. 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


-50.00M0.0050.00M100.00M150.00M200.00MAprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
4.05M
204.20M
(MVO) Total Revenue
(OXLC) Total Revenue
Values in USD except per share items