MVO vs. SBR
Compare and contrast key facts about MV Oil Trust (MVO) and Sabine Royalty Trust (SBR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MVO or SBR.
Key characteristics
| MVO | SBR | |
|---|---|---|
| YTD Return | -15.29% | -5.12% |
| 1Y Return | -22.22% | 2.70% |
| 3Y Return (Ann) | 22.33% | 25.91% |
| 5Y Return (Ann) | 19.23% | 17.24% |
| 10Y Return (Ann) | 2.18% | 9.61% |
| Sharpe Ratio | -0.67 | 0.13 |
| Daily Std Dev | 30.90% | 25.50% |
| Max Drawdown | -89.58% | -56.41% |
| Current Drawdown | -30.70% | -21.99% |
Fundamentals
| MVO | SBR | |
|---|---|---|
| Market Cap | $104.54M | $880.30M |
| EPS | $1.50 | $6.12 |
| PE Ratio | 6.06 | 9.85 |
| PEG Ratio | 0.00 | 0.00 |
| Total Revenue (TTM) | $18.07M | $92.41M |
| Gross Profit (TTM) | $17.64M | $92.41M |
| EBITDA (TTM) | $17.25M | $89.16M |
Correlation
The correlation between MVO and SBR is 0.37, 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. SBR - Performance Comparison
In the year-to-date period, MVO achieves a -15.29% return, which is significantly lower than SBR's -5.12% return. Over the past 10 years, MVO has underperformed SBR with an annualized return of 2.18%, while SBR has yielded a comparatively higher 9.61% 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. SBR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MV Oil Trust (MVO) and Sabine Royalty Trust (SBR). 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. SBR - Dividend Comparison
MVO's dividend yield for the trailing twelve months is around 17.44%, more than SBR's 10.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MVO MV Oil Trust | 17.44% | 12.15% | 13.59% | 11.16% | 15.71% | 16.75% | 20.29% | 8.57% | 6.42% | 26.18% | 23.30% | 13.55% |
SBR Sabine Royalty Trust | 10.50% | 9.41% | 10.13% | 7.72% | 8.59% | 7.49% | 8.98% | 5.31% | 5.49% | 11.82% | 11.45% | 7.75% |
Drawdowns
MVO vs. SBR - Drawdown Comparison
The maximum MVO drawdown since its inception was -89.58%, which is greater than SBR's maximum drawdown of -56.41%. Use the drawdown chart below to compare losses from any high point for MVO and SBR. For additional features, visit the drawdowns tool.
Volatility
MVO vs. SBR - Volatility Comparison
The current volatility for MV Oil Trust (MVO) is 4.16%, while Sabine Royalty Trust (SBR) has a volatility of 4.88%. This indicates that MVO experiences smaller price fluctuations and is considered to be less risky than SBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MVO vs. SBR - Financials Comparison
This section allows you to compare key financial metrics between MV Oil Trust and Sabine Royalty Trust. 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