MVO vs. XPRTX

In the year-to-date period, MVO achieves a -22.75% return, which is significantly lower than XPRTX's -1.48% return. Over the past 10 years, MVO has outperformed XPRTX with an annualized return of 5.62%, while XPRTX has yielded a comparatively lower 4.47% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for MV Oil Trust (MVO) and Invesco Senior Loan Fund (XPRTX). 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 -0.77, which is lower than the XPRTX Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of MVO and XPRTX, 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 21.79%, more than XPRTX's 8.84% yield.

The maximum MVO drawdown since its inception was -89.58%, which is greater than XPRTX's maximum drawdown of -49.06%. Use the drawdown chart below to compare losses from any high point for MVO and XPRTX. For additional features, visit the drawdowns tool.