Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVO (MV Oil Trust) | 46.28% | -65.29% | -40.42% | -11.33% | 1.55% | -8.23% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVO (MV Oil Trust) | 01/19/2007 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -14.36 | -65.29 | -40.42 | -11.33 | 1.55 | -8.23 | NA | … | … | 46.28 | -82.24 | -22.70 | -18.17 | 123.83 | 225.88 | -44.46 | 2.30 | -4.24 | 54.52 | 37.81 | -62.68 | -30.15 | 11.75 | -34.36 | 8.14 | 118.76 | 187.41 | -65.76 | 27.20 |
| Sharpe Ratio | NA | -0.49 | -0.49 | -0.15 | 0.02 | NA | NA | … | … | 1.71 | -0.92 | -0.82 | -0.50 | 1.89 | 4.01 | -0.47 | 0.02 | -0.11 | 1.25 | 0.66 | -0.96 | -0.80 | 0.44 | -1.00 | 0.25 | 4.43 | 4.44 | -1.12 | 1.04 |
| Standard Deviation(%) | NA | 131.40 | 82.12 | 74.67 | 67.56 | NA | NA | … | … | 157.17 | 93.12 | 32.27 | 43.69 | 65.25 | 56.35 | 95.44 | 39.48 | 53.05 | 43.35 | 56.61 | 65.24 | 37.70 | 26.91 | 34.78 | 32.60 | 26.78 | 42.23 | 59.48 | 24.80 |
| Draw Down(%) | NA | 82.89 | 89.83 | 90.76 | 90.76 | NA | NA | … | … | 42.48 | 86.61 | 30.72 | 43.74 | 33.64 | 40.18 | 70.49 | 41.34 | 52.97 | 29.36 | 31.35 | 70.02 | 48.52 | 21.35 | 44.76 | 24.74 | 17.71 | 20.05 | 75.45 | 16.07 |
| Yield(%) | 0.00 | 12.54 | 9.57 | 22.17 | 20.44 | 4.17 | 8.08 | … | … | 22.63 | 10.71 | 12.60 | 9.27 | 25.17 | 31.27 | 7.83 | 14.19 | 15.35 | 13.18 | 7.89 | 8.40 | 14.51 | 12.75 | 8.73 | 8.64 | 13.03 | 17.33 | 7.21 | 15.69 |
Data as of 06/05/2026, Common starting date is 01/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVO (MV Oil Trust) |
-51.75%
Dec 2022 – Dec 2025 |
-27.20%
Jan 2011 – Jan 2016 |
-13.67%
Sep 2010 – Sep 2020 |
-10.29%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVO (MV Oil Trust) |
110.19%
Sep 2020 – Sep 2023 |
38.35%
Sep 2020 – Sep 2025 |
13.63%
Sep 2015 – Sep 2025 |
15.77%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart